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Editing Company Information

You can edit the information found on the Main page for any type of Company document, provided your security role in the appropriate work area has permission to update that type of company. For more information, see "About Security Permissions".

Be aware that the scope of your edits will vary, depending on how you open the company to edit:

ClosedFrom the Organizationwork area

From the Organization work area, you can edit company information using any of the following Address Book menu registers: Vendor Companies, Org Companies, or Business Units.

These changes can then be synchronized to the corresponding Company documents in the Workspaces work area.

ClosedFrom the Portfolios work area

From the Portfolios work area, you cannot modify any company information. All company information in a portfolio is synchronized from the Organization work area.

ClosedFrom the Workspaces work area

From the Workspaces work area, you can only specific information. All other fields can only be modified from the corresponding company document in the Organization work area

The following is a list of all company fields you can edit:

ClosedTo edit company information

  1. Open the Companies register from the appropriate work area.
  2. Select the company that you wish to edit.
  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    5. The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

  5. Click Save.

    6. If you are editing the company from the Organization work area and this company was exported to one or more workspaces, Proliance prompts you to save the information and/or synchronize it with the information in the Workspaces work area.

  6. Click Save only if you only want to save the information.

    7. — or —

    Click Save and Synchronize if you wish to save this information and synchronize it with the information from the Workspaces work area.

    Proliance saves the document.

  7. Click Exit Edit Mode when done.

Tip:

  • You can click the Magnifying Glass drop-down list The magnifying glass drop-down list. where it appears next to a box to see a list of pre-defined values. From the list, select a value or values. Proliance puts the value or values in the box.