TariffShark Tiger User Guide

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Update Company

The Update Company form is used to update an existing Company.

Figure 1: Update Company form, Company tab

Figure 2: Update Company form, Custom Fields tab

Fields

COMPANY TAB

Field Details Required
Short Name User-designated Company name. Maximum field length 50. Yes
Official Name The official Company name that is registered with FERC. This field cannot be edited when updating a Company. Yes
FERC Company Id The company Id assigned by FERC when the Company was registered. Yes
FERC Program The FERC program under which the company operates. This field cannot be edited if any Filings exist for the Company. Yes
Next FERC Filing Id The FERC Id that will be assigned to the next Filing created for the Company Yes
Next FERC TR Id The FERC Id that will be assigned to the next Tariff Record created for the Company Yes
Next FERC TDB Id The FERC Id that will be assigned to the next Tariff Database created for the Company Yes

Company Name Changes

Sometimes acquisitions or restructuring can cause FERC-registered companies to change their official company name. Consult with FERC resources like Instructions for Company Registration regarding how to officially and legally change FERC company identifiers including Company Name. Since TariffShark is licensed by Company and can insert headers and footers (which may contain the name of the licensed Company) into your tariffs, any changes in Company Name must be addressed so that the software can officially and legally reflect that name change.

There are several ways that a Company Name can be changed in TariffShark. Please refer to our blog article How to Change Company Name for more details. You may wish to consult with TariffShark Support to help guide your decision.

TariffShark Tiger makes it easier than ever to update the Company name in TariffShark while preserving your existing headers and footers and using the new Company name on headers and footers prospectively only. If you choose this approach, TariffShark Support will need the following information in order to provide complete service:

  1. Current Company Name
  2. New Company Name
  3. Id of Company row to be updated
  4. Username of User requesting the update (an actual user of the software). Customers are encouraged to provide the Username of a regular TariffShark user because any TRVs that get queued for content processing will be tied to the Software Client associated with that User's most recent Login session.

CUSTOM FIELDS TAB

Field Details
Custom Field This is the Name of the Custom Field.
Value Enter a Custom Field value right into the grid for the Company being created.
Help Text This is the Help Text of the Custom Field.

Action Buttons

Button Details
Update Updates the Company
Cancel Closes the form without updating the Company

See Also

ELEMENTS