Navigation:  Application Modules > Contracts > Companies > Cross References

Within EnergySteward.com you can specify different alias (cross references) for companies.  Information on the types of cross references can be found in the company configuration cross reference type area.  This cross reference capability allows you to setup different names/identifiers (for other internal OR external systems) that might need reference information on the companies.  Below is a sample screen shot on where these cross references are added or updated for a company.

 

Add Cross Reference (button) - Click this button to add a new cross reference to the company.

 

View/Edit Grid Button (pencil) - Click this next to the applicable cross reference in order to change any of the information relevant to the cross reference.

 

Delete Grid Button (red x) - Click this next to the applicable cross reference that you want to permanently delete.  When you delete a cross reference, then only the specific company cross reference is removed (the company AND the cross reference type are/can still be used by other companies). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

The following shows the cross reference detail which you are presented with when adding or updating a cross reference.

 

Type (drop down list box) - This is a required field.  The type select indicates the 'kind' of cross reference which is being setup (an accounting identifier, pre-acquisition name, etc.).  See the configuration company cross reference type setup area for creating/updating company cross reference types.  This item also includes a quick add icon for setting these types up directly from this screen (if you have appropriate security).

 

Name -  This is a required field. The name you enter here is the cross reference name.  For example; if you have a cross reference type of 'Pre-acquisition Name', then in this field you would enter the legal name of the company as it was, pre-acquisition.

 

Effective From (date popup) -  This is a required field.  It will default to '01/01/1800'.  This should be left at the default value unless date effectiveness for this cross reference is important.

 

Effective Thru (date popup) -  This is a required field.  It will default to '12/31/3000'.  This should be left at the default value unless date effectiveness for this cross reference is important.

 

Notes -  This is an optional field.  You can specify any information which you feel you need to further document the cross reference assignment.