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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: China products

Company Partners

The
Company Maintenance
 screen stores detailed entity information (names, addresses, ID codes, roles, etc. that appear in the
Parties
 tab of ONESOURCE Export Management and ONESOURCE Import Management) required for transmission to Customs. From this screen, you can:
  • Search for an existing company
  • Add a new company
  • View existing companies
  • Edit an existing company
  • Delete an existing company
This screen can be opened by choosing
Company Maintenance
 from the
Maintenance
 menu.
Once the
Company Maintenance
 screen is selected, a grid displaying saved companies and other entities will appear, similar to the grid below:
Search Company Records
The search bar for the
Company Maintenance
 screen is located above the grid. The
Search
 section is a drop-down containing the criteria by which a search can be performed. Examples include, but are not limited to:
  • Company ID
  • Company Name
  • Company Address
To perform a search.
  1. Click the drop-down arrow on the
    Search
     field and select a search criterion.
  2. Click on the blank field to the right and enter a value to search for.
  3. Once the value has been entered, click
    Search
    .
After the query runs, the grid will display only those records that match the selected search criteria.
Edit Existing Company Records
To edit or view company information (e.g. company address, contact information, etc.).
  1. Choose an entity from the
    Company Maintenance
     grid and click its corresponding
    Edit
     link on the far left.
    Clicking
    Edit
     will open the record for the selected company, along with its saved information within the
    Company Info
    ,
    Addresses
    , and
    Contacts
     tabs. Upon opening this screen, the fields in these tabs will be read/write. They can be updated as needed.
  2. Once the the record has been fully updated, click on the
    Save
     button. It is also possible to click on the
    Cancel
     button to drop any new changes.
Add New Company Records
You have the ability to add companies and other entities to the
Company Maintenance
 grid. To add a new entity:
  1. Click
    New
     to open a pop-up that contains the required data entry fields to manually enter and save a new company or other entity.
    If a field has an asterisk (*) beside it, that field is required and cannot be omitted.
  2. Enter any available data.
  3. Click
    Next
     to proceed to the next section of the pop-up.
  4. On the last section, click
    Finish
     to save all information and return to the
    Company Maintenance
     screen.
    The new entity will appear in the grid below. At any time, clicking
    X
     on the top right of the pop-up will close the pop-up without saving any changes.
Fields
Meaning
Company ID*
An alphanumeric code used to reference the entity/company throughout all purchased ONESOURCE solutions. This is the client's unique identifier for each entity/company.
Company Name*
The name of the entity/company as it will appear on legal documentation.
Company Type
Choose a company type (e.g. Broker, Carrier, Importer, etc.) from the drop-down list. This is the type of business the entity/company conducts.
Address
The street number and street name of the entity/company’s address of operation.
Address 2
Additional address information for the entity/company (Suite, PO Box, etc.).
Address 3
Additional address information for the entity/company.
Address 4
Additional address information for the entity/company.
Country
The country where the entity/company is located (selected from the drop-down list).
City
The city in which the entity/company is located.
State
The state in which the entity/company is located (selected from the drop-down list).
Postal Code
The postal code for where the entity/company is located.
Delete Company Records
You have the ability to remove companies and other entities from the main
Company Maintenance
 grid. To remove an entity, choose an entity to be removed and click its corresponding
Delete
 link on the far left.
important
Please use caution when using this feature, as items will be permanently removed and cannot be retrieved.
A confirmation pop-up will appear on the screen. To confirm the deletion, click
OK
.

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