Setting Up the Customer Company Table (WCCO)

Customer company codes allow you to group companies within a single, higher-level company category. A customer company code lets you identify a group of companies with similar characteristics, according to your criteria. For example, you might group all subsidiaries under a single parent company code if you want to construct a focused reporting package on the ordering patterns of a company and its subsidiaries.

The codes you establish for customer companies are used in the Parent comp (Parent company) field on the Customer table. The Company table clusters customer companies that have the same parent company. The Class table differs from the Company table, in that the Class table categorizes customers who may or may not be part of the same parent company.

In this topic:

• Work with Customer Companies Screen

• Create Customer Company Screen

Work with Customer Companies Screen

This screen displays the customer companies you have already created, and identifies the customer company code, name, and the group the company belongs to. You can create two different companies that are a part of the same group.

How to display this screen: Enter WCCO in the Fast Path field at the top of any menu or select Work with Customer Companies from a menu.

Field	Description
Customer company	A code that identifies a group of companies with similar characteristics. Alphanumeric, 3 positions; optional.
Name	The name of the company you want to work with. Alphanumeric, 30 positions; optional.
Group	A code that identifies a cluster of companies that you choose to group together for reporting purposes. Values in this field do not validate against any other table. Alphanumeric, 3 positions; optional.

Screen Option	Procedure
Create a customer company	Select Create to advance to the Create Customer Company Screen.
Change customer company information	Select Change for a company to advance to the Change Customer Company screen. At this screen you can change anything but the company code. See Create Customer Company Screen for field descriptions.
Delete a customer company	Select Delete for a customer company.
Display customer company information	Select Display for a company to advance to the Display Customer Company screen. You cannot change any information on this screen. See Create Customer Company Screen for field descriptions.

Create Customer Company Screen

To create: Select Create at the Work with Customer Companies Screen.

Field	Description
Customer company	A code that identifies a group of companies with similar characteristics, under the umbrella of a single parent company. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only.
Name	A description of the parent company code. Alphanumeric, 30 positions; required.
Group	A code that identifies a cluster of companies that you choose to group together for reporting purposes. This field does not validate against any table, as its use is purely informational. You can use this field to generate reports, to satisfy report selection needs, and to sort at the parent company level. Alphanumeric, 3 positions; optional.