Companies Field Descriptions

Summary

Companies are user-defined companies or other organizations associated with a job.

Window

Administration - Companies

Field Descriptions

The following table lists field descriptions.

Section/Field

Description

Id

User-defined alpha-numeric number assigned to a company or organization.

Name

The company or organization as defined by the user.

Company Type

Name of a user defined customer company or organization with which the project is associated.

Payment Term

User defined accounting payment term to apply to this company or organization.

Default

Select to use this as the default customer when creating a new project.

 

Accessing

 

1.  In the Project List window, select Administration.

2.  Select Administration > Companies.

3.  Double click a Customer and a Customer Information window displays five tabs of customer information. For details, see Administration - Company Information.

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