Create companies - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Help (2016 R4)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat_custom
2016 R4 (8.4)
  1. Click the Companies task on the dashboard or select Companies from the Tasks list.

  2. Click Add Company .

  3. Type the company code in the Company box.

    The company code is the unique identifier of the company.

  4. Type the real company name in the Company Name box.

  5. Optionally, type the company description in the Short Description and Description boxes.

  6. Click Country Code and select the registration country of the company.

    The Country Description displays the long description of the country.

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

  8. You can use the Federal ID/Business Registration box to enter the federal ID (for United States) or business registration (for other countries) of the company.

    If the selected country requires a federal ID (Federal ID Mandatory check box is marked for the country), you must enter a unique federal ID.

  9. If the company is part of a group of companies, you can select the parent company from the list in the Parent Company box.

    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.

  10. Optionally, enter any additional information in the Key Word box.

    This information can be used and might be helpful when searching for companies or suppliers. 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.