Company FAQs
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
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
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
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
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
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
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
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
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
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