Every company requires information specific to that company, such as address information, phone numbers, e-mail address, and Web site address. There are also defaults for the company that need setting up, such as preferences affecting the Scheduling module, reporting, sales center integration, and accounting and estimating database integration. As soon as a new company is created, completing the company-specific setup is the recommended next step. Complete this setup for all companies needed in WMS.
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When a piece of data is missing/not configured at the division level, the software will look to that information at the company level and apply it accordingly. |
From the Setup menu, select Company.
Or, click the Company Settings icon on the Setup toolbar. The Information tab displays within the WMS Desktop. There are three tabs across the top initially for general setup, and there are icons representing the other company-specific areas to set up vertically on the left. General categories that affect all of the company display at the top of the list and are followed by a category for each individual module and/or integration module. If a software/integration module is not activated, then the appropriate icon and screen is not displayed. To scroll through the list of icons, click the 
down and 
up arrows.
Required fields are marked with an asterisk (*) next to the field name.
Type the appropriate information in each field for a new company.
Or, type changes to an existing company in each field.
Company Name - Enter the specific name of the company.
Company Description Alias - Enter any additional company name or code name, such as a doing business as (DBA) or also known as (AKA) name. If the client is running a production database and a test database for a company, this field could be used to differentiate between the two different databases for the same company.
Address - Enter the street address of the company.
Address 2 - This field is for building numbers, suite numbers, and any additional information that relates to the company's address.
City - Enter the name of the city the company is located in.
State - Enter the two letter abbreviation for the state the company is located in.
Zip Code - Enter the mailing zip code for the company's address.
Country Code - Use the drop-down menu to select the correct country in which the company is located. If the country selected is AU, two additional fields for the Australian Business Number (ABN) and the Australian Company Number (ACN) will appear at the bottom of the screen to populate accordingly.
Company E-mail - Enter the e-mail address of the primary contact.
Purchasing Contact - Enter the name of the primary Purchasing department contact.
Purchasing Contact E-mail - Enter the e-mail address of the primary Purchasing department contact.
Business Phone - Enter the main phone number for the company.
Business Fax - Enter the main Fax phone number for the company.
Web site Address - If applicable, enter the web site address for the company.
ClickSave at the top of the screen to save any changes.
Continue with the general set up of the company by clicking on the Logo tab, or click the Close 
button to exit the screen.
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Any information entered on this screen automatically applies in the Purchasing, Scheduling, and Sales Pricing modules. All users should be aware that changes to these screens affect all of the modules. |
Create New Company Databases in Database Maintenance Utility (WMS 4.6 and higher)
Establishing Company Information
Defining the Company Work Week and Calendar
Company Sales Center Integration Settings
Company Accounting Integration
Company Estimating Integration