Managing Companies

The Companies page allows you to view and maintain company information in XFRACAS. Permissions required to access this page: Access Admin Tab and Manage Companies.

If your XFRACAS website has more than one Entity, the same set of companies will be available in all of them.

For Customer Support Information records, companies are used to identify the owner, the distributor and the authorized service provider who installed the serialized system.

Companies can also be used as Detail fields.

To open the Companies page, choose Admin > Configure > Manage > Companies.

Creating a New Company

If the Company drop-down list is blank, enter the required fields and choose Admin > Companies > Create.

If you need to clear an existing company before creating a new one, choose Admin > Companies > New.

Editing a Company

To edit an existing company, choose the name from the Company drop-down list. Make the desired changes and then choose Admin > Companies > Save.

Deleting a Company

To delete a company that is not associated with any records, choose the name from the Company drop-down list and then choose Admin > Companies > Delete.

Alternatively, you can edit the company record and clear all categories that are assigned to it. The company will remain assigned to any existing records but will not be available to be assigned to new records.

Company Properties

Only the Name is required.
Choose an existing Location from the list, or click the Add icon, , to create a new one. (See Managing Locations.)
Category:

- Unit Owner - the company can be assigned on the CSI page as the owner of the unit.
- ASP - the company can be assigned on the CSI page as the authorized service provider who performed the installation/commissioning.
- Distributor - the company can be assigned on the CSI page as the distributor for the unit.

If the company is a Distributor, then after you save the record you can specify the initial warranty duration that will be applied when you create a new CSI record for this distributor. By default, these will be set based on the CSI - Warranty Months preferences, but you can change the durations for a particular distributor.
- Warranty From Shipment and Initial Warranty Months - the number of months from the date of shipment (if you select To Distributor) or from the date of delivery (if you select To End User).
- Warranty From Commission - the number of months from the date of commissioning.

If the system administrator has configured additional fields to meet your organization's specific needs, they will be grouped together in a separate Company Details area.

If the company has contacts associated with it, they will be listed in the Associated Contacts area at the bottom of the page.