Companies

Changes the status of the selected company to Active. This command is available if the company's status is Inactive.

When you click this command, the system starts the process of company activation. If the Multiple Calendar Support feature is disabled on the Enable/Disable Features (CS100000) form, the system compares the set of financial periods in the master calendar and the set of financial periods of the current company. If these sets are different, the system generates the missing periods in the company that is being activated.

For details on company statuses, see Companies and Branches.

Changes the status of the selected company to Inactive. This command is available if the company's status is Active.

For details on company statuses, see Companies and Branches.

Extends the company as a customer by inserting the company's settings into the appropriate boxes on the Customers (AR303000) form. Once the customer based on the company has been saved, this customer can be selected for documents on the Invoices and Memos (AR301000) form.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has the Without Branches type.

Extends the company as a vendor by inserting the company's settings into the appropriate boxes on the Vendors (AP303000) form. Once the vendor based on the company has been saved, this vendor can be selected for documents on the Bills and Adjustments (AP301000) form.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has the Without Branches type.

Initiates address validation for the selected company through the integrated specialized software or service.

This menu command is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Opens the Customers (AR303000) form, where you can view the customer that has been extended based on the company.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has been extended as a customer.

Opens the Vendors (AP303000) form, where you can view the vendor that has been extended based on the company.

This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has been extended as a vendor.

A box for searching for the company's address.

You can do the following by using this box:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

The type of the company, which can be one of the following:

• Without Branches: A company with this type cannot have any branches. If the Multibranch Support feature is not enabled on the Enable/Disable Features (CS100000) form, this option is selected by default and cannot be changed. If the Multibranch Support feature is enabled, this company type can be changed to any other type at any time.
• With Branches Not Requiring Balancing: A company with this type must have at least one branch. If multiple branches of the company are involved in a transaction, balancing entries are not required. This option is available only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
• With Branches Requiring Balancing: A company with this type must have at least one branch. If multiple branches of the company are involved in a transaction, balancing entries are required. This option is available only if the Multibranch Support and Inter-Branch Transactions features are enabled on the Enable/Disable Features (CS100000) form.

Read-only. The status of the current company—Active (default) or Inactive.

For details on company statuses, see Companies and Branches.

A check box that indicates (if selected) that the GL anomaly detection functionality will be used for transactions of this company. If the check box is selected, the company becomes visible on the Analyze Accounting Transactions (GL510000) form. By default, the check box is cleared.

The check box appears on the form if the GL Anomaly Detection feature is enabled on the Enable/Disable Features (CS100000) form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The facility code used by Canada Post for the shipping addresses.

This box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A read-only check box that indicates (if selected) that the company address has been validated.

This check box is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

The identifier of the base currency of the company, which is used for all of its branches.

If the Multiple Base Currency feature is disabled on the Enable/Disable Features (CS100000) form and you are creating the first company in the tenant, you select a base currency from the list of all active and non-active currencies. Once the base currency has been specified for the first company, you cannot change it. Also, if you are creating or editing any company after the first in the tenant, the system inserts the base currency specified for the first company in the tenant, and you cannot change it at any time.

If the Multiple Base Currency feature is enabled on the Enable/Disable Features (CS100000) form, this box is required and empty by default when you are creating any new company in the tenant. You select a base currency from the list of all active and non-active currencies.

The legal name of the company, which is used for 1099 reporting only.

The default value of the box is copied from the Company Name box in the Summary area, but it can be overridden.

The application ID for connection to HMRC. This connection is set up on the External Applications (SM301000) form.

This box appears on the form if GB - United Kingdom of Great Britain and Northern Ireland is selected in the Country box (in the Main Address section) of the Company Details tab and the UK Localization feature is enabled on the Enable/Disable Features (CS100000) form.

The entity usage type.

The setting is sent to Avalara to specify the reason for tax exemption if integration with Avalara is configured.

A check box that indicates (if selected) that an individual tax report is to be prepared for each branch. If the check box is cleared, one tax report is prepared for all branches.

This check box is available only for a company of the With Branches Requiring Balancing type.

A check box that indicates (if selected) that 1099 reports can be filed by company branch.

This check box appears on the form if the 1099 Reporting feature has been enabled on the Enable/Disable Features (CS100000) form and if the company type of the selected company, which is specified in the Company Type box of the current form, is With Branches Requiring Balancing. With this check box selected, the 1099 history is recorded under each branch that makes payments and the branch is a reporting entity.

A check box that indicates (if selected) that the company can be selected as the transmitter of the 1099-MISC Form or 1099-NEC Form electronic file on the Create E-File (AP507500) form or will be included as a payer in the Form 1099-MISC or 1099-NEC electronic file that will be submitted by another transmitter.

This check box is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form.

The role to be used to give users access to company data. If the company has multiple branches, the selected access role is copied to the settings of each branch of the company. If you clear the box, the system prompts whether you want to remove the access role from the settings of all branches of the company.

For more information, see Security of Organization Branches.

The localization that is applied to the selected company.

The following options are available:

• None: No localization is applied to the company. If this option is selected and you select Canada in the Country box (Main Address section), the system displays a warning message that Canada must also be selected in the current box.
• Canada: The functionality related to the Canadian localization is applied to the company. If this option is selected, you can run localized versions of reports that exist in the system. In this case, for a report that has a localized version, Canada will be inserted by default in the Localization box of the Selection area of the report form. (You can override this value, if necessary.)

This box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form.

The type of amounts to which cash discounts will be applied.

The following options are available:

• Document Amount: The cash discount percent will be applied to the total amount of a document, which is the purchase price or sales price plus the tax amount.
• Document Amount Less Taxes: The cash discount percent will be applied to the taxable amount of the document. The tax amount calculated for the document will be the same regardless of whether a cash discount is applied to the document.

  If the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and Canada is selected in the Localization box for the company, this option is selected by default. You can override this value, but the system will display a warning message.

When you are creating a new company, this setting is copied from the first active company that exists in the system. If no active companies have been created yet, the Document Amount option will be selected by default.

For details, see Setup and Calculation of Cash Discounts.

The default printer to be used for printing the documents of this company.

This box is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form.

The unit of measure (UOM) to be used to calculate the weight of packages to be used for shipments.

This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.

The unit of measure (UOM) to be used to calculate the linear dimensions of packages that will be used in shipments of the company.

This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.

The unit of measure to be used to calculate the volume of specific quantities of items for packages to be used for shipments.

This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.

If the company isn't registered as an employer of working holiday makers but still has employees with the WHM tax code, those employees are taxed using foreign resident rates.

Australian companies only. As of 1 July 2022, companies with a withholding payer number (WPN) need start reporting through single touch payroll (STP).

Selecting this checkbox lets you assign a registered agent to do STP reporting on behalf of a company with a WPN.

A check box that indicates (if selected) that when dunning letters are prepared, the system will use this branch as the originating branch of a dunning fee invoice (if an invoice should be created) and as the source of the name and address in the dunning letter.

This check box must be selected for one branch of the company. If you try to select this check box in multiple rows, the system will leave the check box selected in one row and clear the check box in the other rows.

This column appears on the form and is available if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form and Consolidated for Company is selected in the Prepare Dunning Letter box on the General tab of the Accounts Receivable Preferences (AR101000) form.

A check box that indicates (if selected) that the settings of the delivery contact on the current tab may differ from the settings of the main contact on the Company Details tab.

If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery contact settings on the current tab are non-editable and are inherited from the settings of the main contact on the Company Details tab; in this case, any changes to the main contact are reflected in the delivery contact.

A check box that indicates (if selected) that the settings of the delivery address on the current tab may differ from the settings of the main address on the Company Details tab.

If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery address settings on the current tab are non-editable and are inherited from the settings of the main address on the Company Details tab; in this case, any changes to the main address are reflected in the delivery address.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The way the orders should be fulfilled for this location.

You can select one of the following options:

• Ship Complete: Only completely fulfilled orders are allowed.
• Back Order Allowed: Back orders are allowed if some items are out of stock.
• Cancel Remainder: The ordered quantity can be shipped partially, with the quantity remaining after the first shipment being canceled.

The identifier of the ledger.

The type of year for T5018 reporting.

One of the following options can be selected:

• Fiscal Year (default): The fiscal year, which is a consecutive 12-month period that ends on the final day of any month except December, will be used.
• Calendar Year: The calendar year, which is a period starting from January 1 to December 31, will be used.

You can change the year type if no T5018 report has been prepared for the selected company. If T5018 data has already been prepared and you attempt to change this value, the system will display an error message.

The identifier of the company group in which the company is included, as defined on the Company Groups (CS102500) form.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the selector in this column shows only groups with the same currency as the base currency of the company.

A check box that indicates (if selected) that this group is the primary one for the company.

If the company is included in multiple groups, in the Company/Branch box on various forms, this company (and any branch within it) will be displayed multiple times—once under each of the groups in which the company is included. However, if a company or branch was previously selected in the Company/Branch box and you open the list, the company or branch will be highlighted under its primary group; non-primary groups can be collapsed if they contain more than three companies.