Company Group Maintenance

Use Company Group Maintenance to maintain the companies for a company group.  Company Groups are frequently used during Meter Communications.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Company Group Maintenance, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Company Maintenance.

  4.  Click Groups.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [o] [g].

   

  Company Groups Maintenance Window Example:

  

   

• Creating a New Company Group, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Company Group ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Company Group ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Company Group, New  displays near the Company Group ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Company Group Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Company Group ID	Enter the unique identifier for the company group. (up to 5 characters) Required
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing company groups, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing company group, enter the Company Group ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the Title for the company group. (up to 15 characters)
  Description	Enter the Description for the company group. (up to 40 characters)
  Company ID	To select the companies for the group, click to check the appropriate company IDs listed.

   

• Editing an Existing Company Group, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Company Group ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Company Group ID, you can click Search  to see a list of Company Groups.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Company Group, click More.

   

  1.  To display the record to be deleted, enter the Company Group ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Company Group ID, you can click Search  to see a list of Company Groups.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.