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Company profile

Page finder

On the company profile page you can view and edit the data for a company.

Note: Company administrators who are assigned to a specific company can edit all data for subsidiaries of that company, but cannot edit all data for the company itself.

To display the company profile page:

  1. On the Company Administration page, click the Companies link.

    The Companies list is displayed.

  2. Click:
    • the New entry button to create a new company
    • to edit an existing company.

The company profile page is divided into the following tabs:

Tab

Information

Master data

Enter general information about the company and define company attributes.

Addresses

Assign addresses and distributors to the company. You can also add multimedia files, text and Internet links to the company profile.

Groups

Assign authorization sets, user groups, purchasers, purchaser groups, catalogs and conditions that can be used by employees of the company.

Accounting

Specify budgets for the company and define settings for accounting control structures. For example, you can define whether users must select a project or cost centre when they submit a basket.

Product groups

Assign product groups to the company.

Client data

Define the company as a client company. Client companies may have special settings that differ from those used in the standard system or by the client company's parent company.

Interface data

Define settings for interfaces to external systems such as HV SAP or ELAK and assign purchasing organisations to which these settings apply. This data is only necessary if the data of requests should be passed to the external system after the requests have been approved.

Contact persons

Specify contact persons for the company.

See also

Managing companies

Creating and editing companies