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This page allows you to create a new company. Tell me more.
Select the “Create Company” link under the “Organization Setup” business component.
The “Create Company” page appears.
Enter the following fields in the “Company Identity” group box:
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Company Code |
A unique code identifying the company (Alphanumeric, 10). Mandatory. |
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Company Name |
A unique name identifying the company (Alphanumeric, 60). Mandatory. |
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Parent Company Code |
Use the drop-down list box to select the code identifying the parent company. All the companies that have been created and that are in the “Active” status will be available for selection in the ascending order. The system displays “Blank” by default at the launch of the page. |
Note: There will be no company available for selection the first time you create a company.
The system displays the following in the “Company Identity” group box:
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Parent Company Name |
The name of the parent company. |
Enter the following field in the "Company Identity" group box:
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Registration Date |
The date on which the company was registered with the statutory authorities of the country (Date Format). Mandatory. The date entered in this field must be earlier to the system date. |
The system displays the following in the “Company Identity” group box:
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Partner ID |
The unique system generated identification number for the Ramco Installation, identifying the Partner ID which is used for Integration of transactions within/across Ramco Installations. Note that the partner ID numbering is based on the partner ID prefix followed by sequential number. Example. |
Enter the following fields in the “Corporate Office” group box:
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Address |
The complete mailing address of the company (Alphanumeric, 120). Mandatory. |
Note: The first address field must not be left blank.
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City |
The city in which the company is located (Alphanumeric, 40). |
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State |
The state in which the company is located (Alphanumeric, 40). |
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Country |
Use the drop-down list box to select the country in which the company is located. All the countries that have been defined in the country entity will be available for selection. The system displays “United States” by default at the launch of the page. |
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Zip |
The zip code of the area in which the company is located (Alphanumeric, 20). |
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Phone |
The contact telephone number of the company along with the country code and the area code (Alphanumeric, 18). |
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Fax |
The fax number of the company along with the country code and the area code (Alphanumeric, 40). |
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Telex |
The telex number of the company (Alphanumeric, 20). |
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URL |
The URL or the address of the company’s web site (Alphanumeric, 50). |
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Mailstop |
Mail stop ID of the company (Alphanumeric, 20). |
Enter the following field in the “Company Currency” group box:
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Base Currency |
The code identifying the currency that is to be set as the base currency of the company (Alphanumeric, 5). Mandatory. This currency code must be a standard ISO currency code defined in the “Create Currency and Country “ activity of this business component and must be in “Active” status. |
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Press <Enter> key. |
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The system retrieves the description of the currency code in the respective field. |
The system displays the following:
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Description |
The description of the code identifying the currency that has been entered in the “Base Currency” field. |
Enter the following field in the “Company Currency” group box:
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Parallel Base Currency |
The code identifying the currency that is to be set as the parallel base currency of the company (Alphanumeric, 5). This currency code must be a standard ISO currency code or it must have been defined in the “Create Currency and Country “ activity of this business component and must be in “Active” status. |
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Press <Enter> key. |
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The system retrieves the description of the currency code in the respective field. |
Note: A parallel base currency is defined for a company. You can maintain finance books in the parallel base currency also. When a financial transaction is saved in the base currency of the company, the system calculates the value in the parallel base currency using the exchange rate.
The system displays the following:
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Description |
The description of the code identifying the currency that has been entered in the “Parallel Base Currency” field. |
Click the “Create Company” pushbutton to create the company.
The system saves the details of the company in the company entity. The system also saves the base currency and the parallel base currency of the company in the permitted currency entity of the company.
The system displays the following:
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Created By |
The login ID of the user who created the company. |
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Created Date |
The date on which the company was created. |
To proceed, carry out the following
Select the “Create Registered Office Details” link at the bottom of the page to enter the details of the registered office.
Select the “Assign Permitted Currencies” link at the bottom of the page to assign currencies for the company.
Select the “Create Business Units” link at the bottom of the page to create business units within the company.
Select the “Create Logistic Organization” link at the bottom of the page to create a logistic organization.
Select the “Maintain Identification Details” link to update the identification details allocated to the company.
Select the "Attach Notes" link at the bottom of the page to record your observations regarding the newly created company.
Creating company – An overview
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You can enter a unique code and name for the company. You can also enter the completed mailing address of the company along with the contact details, which include the web address and the mail stop address. This page also allows you to define the currencies, which would be set as the base currency and the parallel base currency of the company. The currencies defined as the base and parallel base currency of the company must be valid ISO currencies that have been defined earlier. The system also stores the login ID of the user along with the newly created company details.
