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Company FAQs

How can I add a new classification to my company records?
Go to Company > Companies > Search for the company account code. Open the company record the select the Marketing tab. Here you will find 6 classif...
Tue, Sep 3, 2019 at 6:12 PM
How do I delete a Company record?
In order to mark a company for deletion you will need open the company record, in the header tab you will need to un-mark all 3 check boxes on the right han...
Tue, Sep 3, 2019 at 6:14 PM
@ Account Codes in Prima
The account code already exists in your financial system and therefore has been written back with the @ sign and not posted over. The account code already...
Wed, Sep 28, 2022 at 5:10 PM
Changes to Company details
You can view what changes were made by which user, on particular dates. Click the Journals icon at the top of the screen > Select the Program Generated ti...
Tue, Sep 3, 2019 at 6:23 PM
Can I have duplicate account codes in Prima?
Each Account Code in Prima must be unique per Company record. If you cannot find the Company which already exists in Prima using the Company Lookup, then the...
Tue, Sep 3, 2019 at 6:24 PM
Why are multiple Sales Order lines showing on the same Despatch Note?
There is a tick box against a location tab in a Company Record named Single Despatch Note Per Sales Order If this option is not selected then Prima will c...
Tue, Sep 3, 2019 at 6:24 PM
I cannot set my Despatch Note to Despatched Status because there is Receipt Note to be Completed?
If the Despatch Note has been generated automatically by pre-booking the the Purchase Order, you will not be able to set the Despatch status to Despatched u...
Tue, Sep 3, 2019 at 6:26 PM
Why has despatch note automatically been created and despatched?
When the relating receipt note is completed for a direct delivery, the despatch note is automatically created and despatched out, in accordance to the rece...
Tue, Sep 3, 2019 at 6:26 PM
How do I change the Invoice Location?
Open the Company Record In the Header of the Company tab, click on the Invoice Location dropdown list Choose the appropriate location Save.
Tue, Sep 3, 2019 at 6:27 PM
How to restore a deleted company
Companies are never truly deleted in Prima, they are just removed from the search criteria. Follow these steps to make a company searchable again: Go t...
Tue, Feb 18, 2020 at 10:42 AM

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