Field reference
Company
How to use Company in Company Setup: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain company identity, accounting defaults, addresses and organization structure. Review the company selected on every transaction. Company print setup uses the location directory and does not replace a supplier or customer address.
This page is a record page in System Admin → Company Setup. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company, Abbr, Default Currency, Country, Default Stock Valuation Method.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Company from System Admin → Company Setup, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Abbrabbr | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Default Currencydefault_currency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Countrycountry | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Is Groupis_group | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Default Holiday Listdefault_holiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Default Letter Headdefault_letter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Tax IDtax_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Domaindomain | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Date of Establishmentdate_of_establishment | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Parent Companyparent_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Reporting Currencyreporting_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Date of Incorporationdate_of_incorporation | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Phone Nophone_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Emailemail | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Company Descriptioncompany_description | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Date of Commencementdate_of_commencement | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Faxfax | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Websitewebsite | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Registration Detailsregistration_details | Code Optional | Company registration numbers for your reference. Tax numbers etc. |
Create Chart Of Accounts Based Oncreate_chart_of_accounts_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Existing Companyexisting_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Chart Of Accounts Templatechart_of_accounts | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Default Bank Accountdefault_bank_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Cash Accountdefault_cash_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Receivable Accountdefault_receivable_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Payable Accountdefault_payable_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Write Off Accountwrite_off_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Unrealized Profit / Loss Accountunrealized_profit_loss_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Allow Account Creation Against Child Companyallow_account_creation_against_child_company | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Default Cost of Goods Sold Accountdefault_expense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Income Accountdefault_income_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Payment Discount Accountdefault_discount_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Payment Terms Templatepayment_terms | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Terms Template |
Default Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Default Finance Bookdefault_finance_book | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Finance Book |
Exchange Gain / Loss Accountexchange_gain_loss_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Unrealized Exchange Gain/Loss Accountunrealized_exchange_gain_loss_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Round Off Accountround_off_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Round Off Cost Centerround_off_cost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Round Off for Openinground_off_for_opening | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Deferred Revenue Accountdefault_deferred_revenue_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Deferred Expense Accountdefault_deferred_expense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Book Advance Payments in Separate Party Accountbook_advance_payments_in_separate_party_account | Check Optional | Enabling this option will allow you to record - 1. Advances Received in a Liability Account instead of the Asset Account 2. Advances Paid in an Asset Account instead of the Liability Account |
Reconciliation Takes Effect Onreconciliation_takes_effect_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Default Advance Received Accountdefault_advance_received_account | Link Optional | Only 'Payment Entries' made against this advance account are supported. Linked record: Account |
Default Advance Paid Accountdefault_advance_paid_account | Link Optional | Only 'Payment Entries' made against this advance account are supported. Linked record: Account |
Auto Create Exchange Rate Revaluationauto_exchange_rate_revaluation | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Frequencyauto_err_frequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Submit ERR Journals?submit_err_jv | Check Optional | Upon enabling this, the JV will be submitted for a different exchange rate. |
Exception Budget Approver Roleexception_budget_approver_role | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Accumulated Depreciation Accountaccumulated_depreciation_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Depreciation Expense Accountdepreciation_expense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Series for Asset Depreciation Entry (Journal Entry)series_for_depreciation_entry | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Gain/Loss Account on Asset Disposaldisposal_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Asset Depreciation Cost Centerdepreciation_cost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Capital Work In Progress Accountcapital_work_in_progress_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Asset Received But Not Billedasset_received_but_not_billed | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Accounts Frozen Till Dateaccounts_frozen_till_date | Date Optional | Accounting entries are frozen up to this date. Only users with the specified role can create or modify entries before this date. |
Roles Allowed to Set and Edit Frozen Account Entriesrole_allowed_for_frozen_entries | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Default Buying Termsdefault_buying_terms | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Monthly Sales Targetmonthly_sales_target | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Monthly Salestotal_monthly_sales | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Default Selling Termsdefault_selling_terms | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Default Sales Contactdefault_sales_contact | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Default Warehouse for Sales Returndefault_warehouse_for_sales_return | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Credit Limitcredit_limit | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Purchase Expense Accountpurchase_expense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Service Expense Accountservice_expense_account | Link Optional | For service item Linked record: Account |
Purchase Expense Contra Accountpurchase_expense_contra_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Expenses Added To Stock Accountexpenses_added_to_stock_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Expenses Added To Stock Contra Accountexpenses_added_to_stock_contra_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Expense Claim Payable Accountdefault_expense_claim_payable_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Employee Advance Accountdefault_employee_advance_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Payroll Payable Accountdefault_payroll_payable_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Enable Perpetual Inventoryenable_perpetual_inventory | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Enable Item-wise Inventory Accountenable_item_wise_inventory_account | Check Optional | If enabled, the system will use the inventory account set in the Item Master or Item Group or Brand. Otherwise, it will use the inventory account set in the Warehouse. |
Enable Provisional Accounting For Non Stock Itemsenable_provisional_accounting_for_non_stock_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Default Inventory Accountdefault_inventory_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Stock Valuation Methodvaluation_method | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Stock Adjustment Accountstock_adjustment_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Stock Received But Not Billedstock_received_but_not_billed | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Provisional Accountdefault_provisional_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default In-Transit Warehousedefault_in_transit_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Default Operating Cost Accountdefault_operating_cost_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Work In Progress Warehousedefault_wip_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Default Finished Goods Warehousedefault_fg_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Default Scrap Warehousedefault_scrap_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.