Company Fields
The Company object is a core component of Foundations. Other Certinia applications use this object and add fields, buttons, and functionality to it.
Standard Items
Here is a description of the Company fields and buttons that are part of Foundations.
Fields
Key: * – Mandatory field; R – Read-only.
The number indicates the number of characters that are allowed in this text field, where appropriate.
Field Name |
|
Description |
||
---|---|---|---|---|
Address Validated |
|
R |
|
Indicates whether the address has been successfully validated against the Avalara AvaTax address database. |
Billing Document | This lookup is only available if the Certinia Conga Integration for Billing Documents is installed and configured on the org. Use it to select a custom template for printing and emailing Billing Documents for this company. | |||
Code | Company code in the Avalara AvaTax account to which documents are to be posted. If this field does not contain a value, documents are assigned to the default company. | |||
Company Name |
* |
|
Name of the Company. |
|
|
|
Email address of the company contact. |
||
Fax |
|
Company's Fax Number. |
||
Logo |
|
Formula field that displays the company logo specified in the Logo URL. |
||
Logo URL |
|
URL Uniform Resource Locator. A link to a web page or resource. of the company's logo. |
||
Phone |
|
Company's phone number. |
||
Tax Information | Lookup to the tax information record associated with this company. | |||
Uniqueness Constraint | 255 | An identifier which is used to prevent duplicate companies from being created. | ||
Website |
|
URL Uniform Resource Locator. A link to a web page or resource. of the company's website. |
||
Street |
|
Company address information. |
||
City |
||||
State / Province |
||||
Country |
||||
Zip / Postal Code |
||||
Validated Street |
|
R |
|
Validated address in Avalara AvaTax. |
Validated City |
||||
Validated State / Province |
||||
Validated Zip / Postal Code |
||||
Validated Country |
||||
Scanned Payable Document Email | The email ID from the email service that is used to assign the company to payable documents. |
Buttons
Button Name |
Description |
---|---|
Create Tax Information | Enables you to create a tax information record for this company. |
Validate Address |
If the Use External Service to Calculate Tax checkbox is selected in the Tax Calculation Settings tab, the company address is validated. A confirmation page is then displayed, which enables you to update the address and revalidate it. |
Applications That Add Fields to the Company Object
Other Certinia applications add fields to the Foundations Company object. For more information about how other Certinia applications use this object, follow the link.
Application |
Further Information |
---|---|
Accounting | |