Companies - Intergraph Smart Reference Data - Version 10.0 - Training - Hexagon

Intergraph Smart Reference Data Training (2020)

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English
Product
Intergraph Smart Reference Data
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Training
Smart Materials/Smart Reference Data Version
2020 (10.0)

You can create companies in the Administration module that are used in other Smart Materials modules. For example, companies are used in E&PI (Req) to be assigned to requisitions as potential bidders, in MSCM to be assigned to inquiries as bidders, or to agreements as suppliers, and in the Site module for materials issue to subcontractors.

Create a company

  1. From the Home screen, select Administration > Global Setup > Companies, and click Add Row.

  2. Type a unique company code and a company name.

  3. Enter short description and description.

  4. Type the federal ID or the business registration number.

  5. Select a country code from the Country Code list.

    Optionally, select a parent company from the Companies list if the company is part of a group of companies.

  6. Select a logo for the company from the Company Symbols list.

    Optionally, enter project context information in Project Context.

    Optionally, define a project keyword in Key Word.

View company details

To view or define properties of a company, do the following:

  1. From the Home screen, select Administration > Global Setup > Companies.

  2. Select a company.

    The company details page displays.

  3. Select a tab to view the required details of the company.

You can also add more information by selecting the one of the following tabs and then clicking Add Row:

  • Company Information

  • Assigned Company Types

  • Addresses

  • Company Contacts

  • Company History.

Assign company types

  1. Select a company and click Assigned Company Types.

  2. Click Add Row, and then select a company type from the Company Types list.

  3. Type short description and description.

  4. Select Yes from the Supplier list, if the company type is a supplier.

  5. Select Yes from the Freight Forwarder list, if the company type is a freight forwarder.

Click Save.