Company settings
The company settings bundle the identity and central working basis of your company database. Information maintained here appears in communication, receipts and overarching processes - precise data therefore immediately creates trust.
Company settings: the reliable identity of your company database
In the desktop Administration > Master data initialization > Company settings The basic settings for your own company are recorded. The settings should be made before starting work in X-ERP.
This determines which company, contact and registration data X-ERP works with. Be sure to take your time with the initial setup: a typo in a central identification number can later affect many documents.
Before saving, please check the company type, address and tax identification numbers.
Company and contact person
- Company name, name2, name3: show the full company name over several lines.
- Title, position, salutation, first name, last name: describe the central contact person or business address if this data is required for correspondence.
- Street, extension, zip code, city, country: result in the complete company address. Select the country from the maintained country master.
- Password: Possibility to store an internal company password.
Communication
- Phone 1, Phone 2, Mobile, Fax: central phone numbers; record them in a uniform, internationally understandable format.
- Email: General company address for business communication.
- Homepage: official web address of the company.
- Remark: short internal note that does not belong in structured identification numbers.
Legal and international identifiers
- VAT ID: VAT identification number for cross-border and tax transactions.
- Tax number: national tax company identifier.
- Registration number: Registration or commercial register number.
- GLN: Global Location Number for clear identification in electronic business processes.
- EORI number: Customs identifier for economic operators in foreign trade.
- SEPA creditor number: The payee ID for SEPA direct debits is required when invoices are collected via SEPA direct debit. You can apply for the number from the Deutsche Bundesbank at: www.glaeubiger-id.bundesbank.de
Process-relevant specifications
- Company currency: Shows the specified base currency of the company database; the field is protected.
- Production warehouse: Sets the warehouse that production processes use by default.
- Chart of accounts: shows the stored chart of accounts; the field is protected.
- Continuous inventory value posting: Shows whether inventory values are continually updated in accounting.
- Company type: Identifies the database as Productive, Archive or test. This selection prevents test and real data from being mentally mixed up.
Before graduation
Compare name, address and identification numbers with reliable company documents. Then open a test document or a suitable preview and check whether the company data appears in the expected location.
Related topics
- For key users – understand and prepare processes › Basic settings › Company › Company locations
- For key users – understand and prepare processes › Basic settings › Company › Countries
- For key users – understand and prepare processes › Basic settings › Program settings
Frequently asked questions
Why can't you edit the company currency, chart of accounts or inventory value posting?
These values are protected in the screen because changes can fundamentally affect existing postings and evaluations.
What does company type mean?
It identifies the company database as productive, archive or test and makes its intended purpose clear.
What is the minimum password requirement?
At least eight characters, including an uppercase letter, a lowercase letter and a number.