The Company Information window is where the basic information about the company, such as the name, addresses, shipping information, etc. is entered. In Microsoft Dynamics NAV 2016, the term company is used to designate a complete set of accounting information and financial statements for a business entity.
The Company Information page is where the basic information about the company, such as the name, addresses, shipping information, etc. is entered. This information in the Company Information window is used to print on documents and reports such Sales Invoices, Sales Orders, Purchase Quotes, and so on. Getting the Information accurate is important.
The logo of the company is also imported using this window.
To enter the information:
- Search Company Information or go to Departments > Administration > Application Setup > General > Tasks > Company Information.
- There are 5 FastTabs on the Company Information card:
This is for the company's general address and contact information, some of which repeats itself on the Communications FastTab.
This FastTab contains more contact related information, as well as the setup for identifying the company on this card within the group. This is important for intercompany functionality.
This FastTab contains bank related information for the main bank account of the company. This is not linked to the bank information cards and is for quick reference only.
If the company's inventory warehouse is located at a different address than company headquarters, complete the various ship-to fields and the Location Code field. Then, the information in these fields will be printed on purchase orders, for example, so that vendors will ship items to the correct location.
Some fields are explained below:
|Location Code||Select the location code that corresponds to the company's ship-to address. If the field contains a code, whenever items ordered are to be shipped to the company, the program will automatically use the inventory location represented by the code.|
Enter the code for the default responsibility center. This responsibility center will be used on all purchase and sales documents, if the user, customers or vendors have no default responsibility center.
A responsibility center can be a cost center, a profit center or an investment center. Examples of responsibility centers are a sales office, a purchasing department for several locations, and a plant planning office.
Responsibility centers help to administer the business. For example, a responsibility centre can administer sales and purchases for one or more warehouses or distribution centers, where goods are handled and stored prior to use.
Each responsibility center has a name (for example, the address of the regional office) as well as a code representing the name. This code can be used in the responsibility center code fields elsewhere in the program.
When selecting a responsibility center code on purchase and sales documents it affects the address, dimensions, and prices on the documents. Entering a responsibility center code on a Location card will mean that the location (for example, a warehouse or distribution center) is administered by the responsibility center represented by that code.
|Check Avail Period Calc||Contains the period which is defined within which the program will make the availability calculation. If a faster calculation of the sales lines is needed, shorten this period.|
|Check Avail Time Bucket||Enter a time period during which the program must check item availability in terms of order promising. The program then evaluates the known requirements and replenishments situation within this specified time bucket.|
|Base Calendar Code||Enter the code for the base calendar that must be assigned to the company.|
This field indicates whether or not the company has set up a customized calendar. If so, the field contains Yes. If not, the field contains No. In addition, this is where a customized calendar can be set up for the company.
NOTE: First assign a base calendar before it can be customized.
|Cal Convergence Time Frame||The program uses this field when it calculates dates based on calendar and calendar-related documents, such as sales, purchase, production and transfer orders. The field shows the maximum timespan that the program will search for a coinciding date in the currently used calendars. The field has a default value of one year, but it can be edited.|
Information related to the Company sales tax settings, such as the numbers and the default Area Code of the Company for purchases. This is for quick reference and can be referenced by documents.