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.