Pruvan - PPW - XactPRM    Support Center

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How to Configure a Client Company in PPW

 

A Client Company represents 'where the work is coming from'.  All work orders require a 'Client Company' when created; therefore, a Client Company must be associated to all Auto Imports in PPW.

Follow the steps below:

  1. Click on the 'Admin' tab
  2. Select the 'General' page
  3. Click on the 'Client Companies' feature
  4. Click the 'Add Company' button
  5. Save your Client Company once all desired fields are populated

 

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