Skip to main content
Company Maintenance
Search
Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Cross-platform tools

Add Record

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.
Field
Description
Company ID*
An alphanumeric code used to reference the entity/company throughout all purchased Integration Point solutions. This is your 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.

Related Content