Select Company Options

Purpose: You can perform the following actions on the Select Company window.

•         Select a Company

•         Sort Companies

•         Filter Companies

For more information:

•         Select Company for an overview of the Select Company window.

•         Fields on Select Company for a description of the fields on the Select Company window.

Select a Company

Select the Company Code link for the company whose data you wish to work with. The window only displays companies that you are authorized to work in.

The information on the Search for Orders or Customers page displays the information for the newly selected company. In addition, the system:

•         Loads all data for the newly selected company.

•         Reloads secured feature assignment for your user ID.

Return to search: After you select a company, you need to select the search icon on the left-hand side of the page to advance to the Order Search (Search for Orders or Customers) page for that company.

Note:             The change in company is not retained when you return to Classic View.

Sort Companies

You can sort on any column in the Select Company window by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Companies first display on this window in ascending company code sequence.

Filter Companies

You can refine the companies that display on the Select Company window by entering information in one or more of the following fields.

•         Company (Company Code): Enter a full or partial company code to display companies whose company code starts with your entry.

•         Description (Company Description): Enter a full or partial company code to display companies whose company description contains your entry.

 

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