Company - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Main tab

Approval

Select a code that describes the type of approval.

City

Enter the city in which the company is located.

Class

Select a class code from the list. The choices are:

Customer
Vendor
Testing
Manufacturing
Other

Company Type

Select the type of company from the list. Companies can be internal departments or external vendors.

Contact Name

Enter the individual’s name with whom you deal at the company.

Created By

Shows the user who created the object.

Creation Date

Shows the date when the object was created.

Customer/Manufacturing/Other/Testing/Vendor

Select the appropriate check box to designate the company’s role. For example, if the company manufactures your products, select Manufacturing. If the company tests your products, select Testing. If the company performs another role, select Other.

Lookups and searches are filtered based upon this selection. For example, when you select the Customer check box, the corresponding company record will be shown as a choice for Customer lookups and searches, but it will not display for the other company lookups and searches. In other words, it will not appear for Manufacturing, Other, Testing, or Vendor lookups and searches.

Description

Enter or modify a short description of the object.

Dispatch

Select the preferred method of contact.

End Date

Enter a proposed date to stop tracking the object.

Fax

Enter the FAX number for the contact person.

Hold

Select a code that describes the reason for stopping use of an object.

Modified By

Shows the user who changed the object.

Modify Date

Shows the date when the object was last edited.

Parent Company

Specify the parent company associated with this company.

To see details about the parent company, click View Object.

Parent Description

Enter the description of the parent company.

Phone

Enter the telephone number of the contact person.

Start Date

Enter a date to begin tracking the object.

Street

Enter the company’s street address.

State/Postal Code/Country

Enter the state, zip code, and country in which the company is located.

Status

Select a code that describes the current state of the object in the release process.

Security tab

This tab identifies who can access the object and the types of access privileges that are granted for the Owner, Group, and Role.

The Optiva administrator configures the default security for all objects of this type. You can specify the security for a specific object here. For example, you can assign the Owner full privileges (Read/Copy/Write/Delete), but partial or no access privileges to the Role and Group.

Group

Select the security group for the owner of the object. If the owner belongs to more than one group, then the group owner selected during login is displayed here.

Group Access

Select the level of access privileges the Group has to the object.

Owner

Shows the name of the user who created the object. If you have the appropriate security privileges, then you can change the Owner by manually typing another value or by selecting the Lookup.

Click View Object to navigate to the User page where you can view details about the object’s Owner.

Owner Access

Select the level of access privileges the Owner has to the object.

Role Access

Select the level of access privileges the Role has to the object.

Context tab

You can define the attributes for an object:

Manufacturing and selling locations
Brand name
Type of product
Product usage
End users of the product

The context data values that are available for selection are configured by your Optiva administrator.

Although you are not required to enter data in this tab, it is useful for performing searches and for running reports.

Description: Shows a description of the selected value.
Type: Select a context attribute from the list.
Value: Select a value for the context attribute. You can add more than one value for the same context attribute; just add another row.

Classification tab

You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.

Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food, Frozen Food, and so forth.

By default, objects are only shown in the lab in which they were created.

Once you assign sets to an object, those objects can be seen by users in other labs.

To hide objects from other labs, do not assign them to a set.

Notes tab

You can enter free-form text comments for function (Doc) codes. The codes that are available for selection are configured by your Optiva administrator and can vary by object type.

If you are unable to edit your notes, then check with you administrator. It is possible that the function code is configured as read-only.

Attachments tab

You can attach text files, large graphic files, and/or URL addresses to an object. Graphic file attachments are displayed in the Thumbnail column.

The function (Doc) codes are configured by your Optiva administrator and can vary by object type. Your administrator also controls who can attach files, publish files, and access the published file location(s).

Published file attachments can be viewed by clicking the link. These files cannot be edited; you must change a local version of the file and re-attach the new version.

If you cannot open published file attachments or URL address links, then check with your Optiva administrator. You must have the appropriate Windows permissions or Internet browser capabilities.

Embedded Images tab

You can add graphic image files directly to the Optiva database. Because image files can consume a large amount of database space, it is recommended that you:

Embed image files only when absolutely necessary, such as for use in reports.
Use the Attachments tab, whenever possible, for adding image files to objects. Attachments point to a file system location rather than to the database.

The function (Doc) codes that are available in the Embedded Images tab are configured by your Optiva administrator and can vary by object type.

Attach

Click the paperclip icon to open the pop-up window.

Then, select the image file that you wish to embed with the object.

Description

Specify a description for the embedded image file.

Doc Code

These read-only Function (Doc) codes are configured by your Optiva administrator.

File Name

View the image in either the Thumbnail column or by clicking the File Name link.

Preview

The thumbnail image is displayed here. If you do not embed an image or if you embed an image that is not among the supported file types, a placeholder image is shown.

References tab

The References tab is used to link to other objects, such as: Vendors, Customers, Specifications, Formulas, Items, and Projects.

You can add referenced objects to this tab by clicking the Create New Object or Create From buttons. The same reference can be added more than once.

After the new object has been added to the tab, you can click the link to open the object in its own window.

Custom Tables tab

The Custom Tables tab is configured by the Optiva administrator. It enables you to store additional information about the object in a custom table within the Optiva database.

Depending upon how your administrator has configured the tab, you can perform these tasks:

Add table rows.
Type in column values.
Select column values from lookups and lists.

Reports tab

The Reports tab is used to view related object data. Some of the most common types of information available on this tab include workflows.