Forms Used to Manage Company Information

Form Name

FormID

Navigation

Usage

Company Setup

W0010B

Organization & Account Setup (G09411), Company Names & Numbers

Select a company. Then, on Work With Companies, click Select.

Verify company address book numbers.

Address Book Revision

W01012A

Daily Processing (G01), Address Book Revisions

Select a record. Then, on Work With Addresses, click Select.

Verify company address book records.

Who's Who

W0111A

From the Form menu on Address Book Revisions, select Who's Who.

Set up a 1099 contact name.

Phone Numbers

W0115A

On the Who's Who form, select the 1099 contact. Then, from the Row menu, select Phones.

Enter a phone number.

Address Book Revisions

W01012A

Daily Processing (G01), Address Book Revisions

Select a record. Then, on Work With Addresses, click Select.

Set up the mailing information, tax ID, person/corporation code and related address information.