Company Tab

The Company tab allows users to set up the company information. To access the Company tab of the Company Suite Settings page, go to Maintenance > new world ERP Suite > System > Company Suite Settings and click the Company tab.

Follow the steps below to maintain your organization's company information.

  1. In Company Name, type the name of the company, which is required. The maximum character length is 32; the minimum is 1. There are no character restrictions. The name entered here appears on each page of New World ERP in the banner section and on all reports and listings.

 

  1. In Address, type the company address, which can be free-form address information (e.g., street address, suite, floor, etc.). The first line is required, but the second and third lines are optional. The maximum character length is 32; the minimum is 1.
  2. In City, type the name of the city in which the company exists. Text in this box is required with a maximum character length of 32; the minimum is 1. There are no character restrictions.
  3. In State, type the state in which the company exists. Text in this box is required.
  4. In Zip, type the zip/postal code in which the company exists. The maximum numeric length is 9; the minimum is 5. This box also accepts Canadian Postal Codes.
  5. In Phone Number, type the phone number of the company. The maximum numeric length is 10; the minimum is 7. This information is optional. Use only numbers when you enter the phone number, the hyphen and parentheses are added automatically.
  6. In Fax Number, type the fax number of the company. The maximum numeric length is 10; the minimum is 7. This information is optional. Use only numbers when you enter the fax number, the hyphen and parentheses are added automatically.
  7. In Federal Tax ID, type the company's federal tax identification number, which is required. The maximum numeric length is 9; the minimum is 1. This box only accepts numeric entry, which must be entered as a positive whole number.
  8. In State Tax ID, type the company's state tax identification number, which is required. The maximum numeric length is 15; the minimum is 1. This box only accepts numeric entry, which must be entered as a positive whole number.

The ACH Information section displays the ACH company information.

  1. In ACH Company Name, type the name of the organization that is creating the ACH transmittal file. This information is required. The maximum character length is 23; the minimum is 1. There are no character restrictions.
  2. Select the Immediate Origin Type, which refers to how the organization is identified in the ACH file. The values are determined by the rules governing ACH files. The options are <blank>, Federal Tax ID, DUNS Number, and User-Defined Number.
  3. Enter the Immediate Origin. This value represents the Immediate Origin Type selected above. For example, if the Immediate Origin Type is Federal Tax ID, then the Federal Tax ID number is entered here.
  4. The ACH Company Identification Type and the ACH Company Identification should be the same as the corresponding Immediate Origin values.

The Intelligent Mail Barcode section contains the values that the organization will use to create their Intelligent Mail barcodes for mailings generated by Utility Bill Print and Utility Delinquent Processing. Using Intelligent Mail barcodes allows the organization to receive a discount from the postal service on their mass mailings.

Note: Note: A special font must be installed for the Intelligent Mail barcodes to print properly for recognition by the postal service's equipment. This font is not included in our standard installation. Download the font athttps://ribbs.usps.gov/onecodesolution/download.cfm

The values defined below are static values used at the beginning of the barcode; together, they form the tracking code. Consequently, if one value is defined, the other two are required.

  1. TheBarcode Identifier determines the level of presorting that will be done. It contains two characters. The standard value is 00; see https://ribbs.usps.gov/index.cfm?page=intelligentmail for exceptions.
  2. TheService Type Identifiercontains three characters. It identifies the mail class and any requested services (e.g., 700 for First-Class Mail, 702 for Standard Mail).
  3. TheMailer Identifiercontains either six or nine characters. This is a unique value provided by the postal service to identify your organization.

After you enter all of the appropriate options, click Save to store these settings. 

Click Reset at any time to return to the previous state the page was in when the page was last saved.

To print the system settings, click Print. On the Print Company Suite Settings Listing dialog box, click OK to submit the listing to myReports.

See Also

Vendor/Items

Company Suite Settings