Define company types - Intergraph Smart Reference Data - 2020 (10.0) - Help - Hexagon

Intergraph Smart Reference Data Plus Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

Company types are used to classify companies and to activate companies for specific functionality.

Several company types are hard-coded in the software and must be spelled exactly as shown below. Once specified, these company type names cannot be updated.

What should you consider when defining company types?

Company Type

Usage

MANUFACTURER

Manufacturers tab in the Companies page.

CONTRACTOR

Maintain Container Returns page.

SUBCONTRACTOR

Project subcontractors for material issue (MIR).

TRANSPORT

Maintain Container Returns page.

CONTAINER

Maintain Container Returns page.

The following company types are delivered with the software and are internally used. These company types neither can be assigned to any company nor can be updated. However, you can update the short descriptions and descriptions anytime.

Company Type

Usage

INTERNAL_MAS

Portal > Company Profile/Qualifications Questionnaire - Materials & Services questions.

INTERNAL_MAS_TYPE

Portal > Company Profile/Qualifications Questionnaire - Material & Service Type questions.

INTERNAL_GEN_QUEST

Portal > Company Profile/Qualifications Questionnaire - General questions.

You can update the short descriptions and descriptions of these company types based on your requirement anytime.

  1. Select Company Types from the Companies page.

  2. Click Add Row.

  3. Type a unique type in the Company Type cell.

  4. Type the company type description in the Short Description and Description cells.

  5. Select Yes in the Supplier cell if companies with this company type assigned are suppliers or subcontractors.

    The application uses this company type to identify companies that should be available in Portal, after registration and approval.

  6. Select Yes in the Freight Forwarder cell to define the freight forwarder company type.

    • Only one company type can be defined as freight forwarder.

    • A freight forwarder (company with the Freight Forwarder company type assigned) can be assigned to EML numbers and he has access to the Freight Forwarding tab in the Portal, to view and edit PPLs and packing lists.

  7. Click Save.

  8. To assign companies to a type, proceed as following:

    • Click the Company Type.

    • In the Assigned Companies page, click Add Row.

    • Select a Company from the list.

    • Click Save.