Company Preferences

Menu > System > Companies > Company Preferences

Use this page to edit the selected company's Exemption Certificate and B2B preferences. For more information, see B2B Processing.

Before using this page for the first time, please review Companies.

This tab is not available when you select a company with a type of Tenant.

Set a company's B2B preferences

You specify options to automatically create B2B supplier companies. Use the B2B Preferences Field Reference below to add required and optional data.

  1. Select the Uses B2B checkbox. The B2B options are activated for your selection.
  2. Select the desired options using the field reference below.
  3. Click Submit to save your changes.

Set a company's exemption certificate preferences

Use the Exemption Certificate Preferences Field Reference to enter required and optional data.

  1. Select the Uses Exemption Certificates checkbox. The Exemption Certificates options are activated.
  2. Select the desired options.
  3. Click Submit to save your changes.

Export a company

You can export the selected company, or the company and all of its child companies. You cannot export the Administration company.

  1. Select Properties from the Actions menu.
  2. Click one of the following:
    • This Company to export the selected company and all of its child companies.
    • This Company Without Children to export only the selected company.
  3. Click Save.
  4. Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.

B2B Preferences Field Reference
(only if Uses B2B is selected)

Field

Req?

Description

Auto-Create Companies

Y

Checked, this box enables the system to automatically create the supplier in B2B transactions. The checkbox is cleared by default.

Auto-Created Company Parent

Y

Specifies the company from which the auto-created company will inherit its ONESOURCE Indirect Tax Determination preferences. The default setting is None.

Use Parent Company Preferences

Y

One of the following:

  • Checked, this box enables the auto-created company to use the preferences of the parent configured above or, if no parent is specified, the company submitting the transaction. These preferences include its Tax Data and Custom Data Providers. If no Tax Data or Custom Data Providers are associated with the parent or submitting company, Determination defaults are used instead.
  • Unchecked, the auto-created company uses Determination defaults. The company will serve as its own Custom Data Provider, and will inherit the Tax Data Provider of the submitting company. This is the default setting.

Exemption Certificate Preferences Field Reference
(only if Uses Exemption Certificates is selected)

Field

Req?

Description

Auto-Create Exemption Certificates

Y

The checkbox is unselected by default.

Check to automatically create exemption certificates when certain conditions are met. Conditions include the invoice or line data containing an exempt reason or certificate number with no corresponding certificate found.

Auto-Create Customers

Y

The checkbox is unselected by default.

Check to automatically create exemption customers when an exemption certificate is applied to a transaction for which no customer was previously defined.

Only takes effect when the Auto-Create Exemption Certificates checkbox is checked.

Auto-created customers are created in the active Customer Group for the transaction. This may be the Customer Group specified below, or it may be a Customer Group specified in the Input XML.

Exempt Temporary Certificate Transactions

Y

The checkbox is unselected by default.

Check to apply temporary certificates to the affected invoice's tax calculations.

Leave this checkbox blank to prevent the temporary certificate from affecting tax calculations.

Active Exempt Cert Customer Group

Y

Select an exemption certificate customer group from the list of defined groups.

While only one group may be active (default) at a time, any available group may be specified in the Input XML using the <CUSTOMER_GROUP_NAME> and <CUSTOMER_GROUP_OWNER> elements.

Default Exemption Certificate Status

Y

Select a status for your auto-created certificates: Approved, Temporary, Unapproved, or In Review.

Default Days Valid

Y

For auto-created certificates, specifies the default number of days the certificate is valid from the invoice date. Leaving this field blank results in an expiration date of 30 days from the creation date. The default setting is 0.

Default US Exempt Reason

Opt.

A default exempt reason to apply to US transactions. Click Find to search the list of configured reasons.

Default INTL Exempt Reason

Opt.

A default exempt reason to apply to international transactions. Click Find to search the list of configured reasons.