Companies

In Planning , the company is the company owner of the budget. For more information about Companies in Certinia, see What is a Company?.

Creating a Company

To create a company, perform the following:

  1. Do one of the following:
    1. On the Links page, click Others | Companies.
    2. On the Planning Workspace tab, in the Navigation Pane, click Planning Setup | Budgets.
  2. Click New.
  3. In the Company Currency field, select the company currency to assign a currency to the company.
  4. In the Company field, enter the name of the company.
  5. Choose one of the following options:
    1. Click Save to save the new company record.
    2. Click Save & New to create the company and open a new page to create another company.

The Companies page displays a list of companies and their currency. From this page, you can view detailed information.

  • Click the company name to view details.
  • Click | Edit to edit the company details.
  • Click New to create a company.
  • Click any column heading to sort the records using that column's data.
    • The Company column shows the company details.
    • The Currency column shows the company currency details.

To update a company, click | Edit and change the fields you want to update. When you have finished, click Save. Click Save & New to create the company and open a new page to create another company.

To delete a company that you no longer need:

  1. Locate the company you want to delete.
  2. Click | Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The company record is deleted.
Note:

You cannot delete a company if it is assigned to a budget or if the company has associated records.