Companies - Intergraph Smart Materials - Version 10.2 - Administration & Configuration - Hexagon

Intergraph Smart Materials Classic Administration (10.2)

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English
Product
Intergraph Smart Materials
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Classic
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Administration & Configuration
Smart Materials/Smart Reference Data Version
10.2

Companies are created on the A.10.23 Companies screen.

This screen is a core workflow screen (CWS). For more information, see Core Workflow Screens.

To create a new company, enter the company code (up to 20 capital letters) in the Company field, the real name of the company in the Company Name field, and the company description in the Short Desc and Description fields.

You can use the Federal ID/Business Registration field to enter the Federal ID (for United States)/Business registration (for other countries) of the company. If the Federal ID Mandatory check box is selected on A.10.34 for the selected country, you must enter a unique federal ID.

Select the registration country of the company from the LOV in the Country Code field. If you have entered a federal ID/business registration, you must enter a value for the country. The country codes are pre-defined on the A.10.34 Countries/States/Provinces screen. The Country Description displays the long description of the country and is automatically filled when selecting the country code.

If the company is part of a group of companies, you can select the parent company from the LOV in the Parent Company field. The Parent Company Name will automatically be populated.

The parent company must already be registered in the software as a company to allow the assignment to another company as parent company.

On the G.10.01 Company Symbols screen, you can upload a picture containing the logo or symbol of a company and save it in the database. To assign the corresponding symbol to the company, you can select it from the LOV in the Symbol Code field. Assigned symbols are displayed in the Symbol field at the bottom of the screen; you can use the Zoom Small and Zoom Big buttons to zoom in and out of the symbol.

You can enter any free text in the Project Context field to be used as a filter, for example, for reporting purposes.

The optional field Key Word can be used to enter any additional information that may be helpful when searching for companies or suppliers as a special type of company. For example, you can use this key word for storing the information that a company has been renamed, has merged with another company, or has been bought by another company.

You can use the text entered in the Project Context and Key Word fields as search criteria in the advanced search functionality on screen P.20.01.

If you want to see the history of a company, click the button. This will open window 3 where you can see all the changes that have been applied to this company in the database.

The history of all changes applied to the company will only be protocolled if the project default ZP_CO_HIST is set to 'Y'.

The button is described in detail in Merge Companies below.

To assign attributes to the selected company, click the button to open the A.50.21 Attached Attributes screen.

You can attach all attributes of a pre-defined attribute set using the LOV in the Attribute Set field on top; select a set and click the Copy button to insert the attributes assigned to the set. Or attach attributes one by one using the LOV in the Name field. To assign attribute values, use the Values field.

For more information about attributes and attribute sets, read Attributes and Attribute Sets.

To search for an existing company, click Enter query, click List of values, select a value from the list, and click Run query.

With a double-click on the Company Name field, you can open the P.20.01 screen displaying the associated supplier(s) with all the detail information. See Suppliers/Subcontractors.

With a double-click on the Company field, you can open Window 2 to maintain the company types, addresses, and contact persons of the selected company.

Use the first (Company Types) tab to assign company types to the company by selecting the types from the LOV in the Company Type field. Company types assigned to the company on A.10.24 will also be displayed on this tab, and vice versa.

When assigning a company type that has the P.20.01 indicator selected on screen A.10.22, the CIP m_pck_std_custom.create_supplier is automatically started when you save the change. With the delivered standard version of this CIP, a record is created on the P.20.01 Suppliers/Subcontractors screen. For example, the company type SUPPLIER displayed in the picture above is defined with the P.20.01 indicator checked. When saving the assigned company type in A.10.23, the supplier RS666 is automatically created in P.20.01.

The project default ZP_MP_ATTR is used to define a default attribute set for suppliers. The above mentioned CIP attaches all attributes of the default attribute set to the new supplier, together with its default values. The attached attributes can be changed or deleted or further attributes be added on the P.20.01 Suppliers/Subcontractors screen.

The second (Addresses) tab can be used to assign addresses and communication links to the company. To assign a new address, select the type from the LOV in the Address Type field and the country from the LOV in the Country Code field. All other fields are free text fields. In the third (Communication Links) block, you can assign communication links to the address selected in the Addresses block. Select the type from the LOV in the Communication Type field and enter the value (email address, phone number, and so on) in the Address Value field.

The employees of the company can be entered on the third (Contacts) tab. In the Employees block, enter the code (up to 10 capital letters) of the contact in the Employee field.

Classic2

Select the Default indicator for the primary/default contact of the company. This default is used in the screens P.20.01 Suppliers/Subcontractors and SM.20.11 Subcontract Administration.

The Password Set indicator shows whether the password for the Portal login is set.

Select the Deactivated indicator to temporarily deactivate the contact. A deactivated contact person cannot login to Portal anymore.

Select the Disabled indicator to disable the contact, for example, when the employee permanently leaves the company. A disabled contact person cannot login to Portal anymore and cannot be selected as a contact anywhere in Smart Materials.

In the Expiration Date box you can define the date when the user account will expire. After this date the user can no longer login to the Portal.

Enter the employee's last name, first name, position, department, and phone number in the corresponding fields Last Name, First Name, Position, Department, and Phone Number.

If required, you can select the address type from the list in the Address Type field to specify the user as the default addressee for the company address with this address type.

To request a user to change his password when he tries to login next time, select Change Password.

Any (optional) comment can be entered in the Comment field, for example, about the employee's function.

The date when the contact is created in Smart Materials will automatically be stored in the Creation Date field, and any modification of the contact data will set the Modification Date.

The date when the user has logged in to the Portal the last time is displayed in Last Login.

The Client User ID is filled by the CIP function m_pck_company_custom.get_client_user_id; the standard CIP inserts the employee code (CCP_CODE). It will be used as the user account for the Portal login. For details, read the Portal documentation.

In the Communication Links section at the lower left of the screen, you can assign communication links to the selected employee/contact. Select the type from the LOV in the Communication Type field and enter the value (email address, phone number, and so on) in the Address Value field. Select the Default indicator to mark the default communication link of the contact.

In case of email communication types, only one email address is allowed in the Address Value. If you enter more than one address, this could cause problems when emails are sent to this address from Smart Materials.

In the Password section at the lower right of the screen, you can set or modify passwords of the employees. To set a password for a new contact, enter it in the New Password and Confirm Password fields and click the Set Password button. It will save the password, mark the Password Set indicator of the contact, display the Old Password field, and change the button label to Change Password.

If you have the SUPER USER role assigned, you can modify contact passwords without having to know the old password. Otherwise, you have to enter the old password in the Old Password field before you can enter the new password and click the Change Password button.

If the contact has a default email address assigned and the project default ZP_EMT_PWC is set, an email is sent to the user informing him of the password changes. The email content depends on the email template assigned to the project default. For more information about email templates, see Email Templates.