This page contains a grid to hold details on the companies that are associated or have been linked to the company. The grid will automatically contain the details of the company which has placed the contract and their details can be viewed by double clicking on the Company Code. Any company that has been linked to this company in the Companies Details tab of the Company Record, for example Invoice or Agent companies will be listed here also. The grid also contains check boxes indicating the company's role.
New companies that may be associated with this contract can also be entered here. This may include companies which are sharing the cost of the stand.
To add an additional company to the contract
The name and address of the company are automatically entered from the company code. The main company address is entered as default however this can be changed by changing or searching for the address code in the address code field.
There are communication buttons next to the company code and contact code to create a communication or email this company or contact. For more information see Communications.
Tick the box for the company's role in this contract.Main Company
The main company tick box cannot be selected manually because the main company is the company with which the contract has already been placed and cannot be assigned to additional companies.
Tick this check box if the company added is an agent company. For the agent company to be invoiced, the Invoice Company check box must be ticked as well.
Tick this check box if the company added is an invoice company. You may have more than one invoice company, because this is where all the companies that are sharing the price of the stand are entered. The invoice address will be shown, this can be changed by searching for the address code. Ticking this box brings up the following additional boxes and fields:
Enter the percentage of the contract total this company will pay. The percentage must be taken off the other company's total. For example, if an additional invoice company who is paying 10% is added to this contract, the main company percentage must be changed to 90%. The total percentage to pay must equal 100% divided amongst all the companies that are paying for the stand.
This box is checked if the cash for the invoice has been received.
This box will be checked if the company has been invoiced.
Check this box if a single invoice is required.
Role 5 - 8
Check this box if the company is a non-paying sharer on a stand.
Roles 5 to 8 may be customised for your own use. For more information see the Superviser Help System.
Enter the purchase order or reference this company has given you in relation to this contract.