Trading Partners

About Editing Trading Partners Information

The Trading Partners tab lists all the partner companies of the selected company being edited.  Each partners is classified as either a Manufacturer or Supplier - depending on the relationship they have with the selected company.  As a result, within the Trading Partners tab, you can choose to filter your view by selecting either Manufacturer or Supplier from the drop-down menu.  Within the Trading Partners tab, you can add a trading partner, edit a trading partner, or remove a trading partner from the selected company.

When Editing Trading Partner Information

  • You must be logged onto both ENOVIA and CES to access the Edit Company function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

Accessing the Edit Company Details Window

Within CES, there are many methods of accessing the Edit Company Details window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Search Results window, select the company that you want to edit.

  2. Right-click, and select Edit Company from the shortcut menu

-OR-

  1. Click the Edit Company button located in the Search Results window's horizontal toolbar.

Properties Window
  1. Within the Properties window of the company that you want to edit, click the Edit Company button located in the Properties window's horizontal toolbar.

How To Edit Company Contact Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the Create window. 
  1. Conduct a search for the company that you wish to edit.  The Search Results window appears with the companies listed based upon your search criteria.

  2. As shown above, you can access the Edit Company function by either selecting the company and clicking the Edit Company button located in the horizontal toolbar, or right-clicking and selecting the Edit Company entry in the shortcut menu.  The Edit Company Details window appears.

  3. Click the Trading Partners tab to add and manage the list of partner companies for your selected company.  The Trading Partners tab appears.

  4. To add a Trading Partner, click the Add button.  The company that you add will be classified based upon the selection that is displayed at the time of their introduction.  Therefore, since Manufacturers is currently displayed in the drop-down menu, when adding the Trading Partner, the company will be classified as a manufacturer.  If you want to classify your Trading Partner as a Supplier, you will need to select Supplier from the drop-down menu prior to adding the partner.  The Organization: List of Companies window appears.

  5. Select the company that you want to add as a Trading Partner, and click the OK button as shown above.  The company is added as a Trading Partner and is classified as a Manufacturer.

  6. Once a Trading Partner is added, you can edit the information by selecting the company from the list, and clicking the Edit button located on the horizontal toolbar as shown above.  The CreateUpdateForm: Edit Trading Partner window appears.

  7. In the configuration shown above, three fields are available for updates.  However, you can configure your environment to determine the updateable fields according to your particular business needs.  To update a field, simply select an option from the drop-down menu that bests describes the preference or status of this partner.

  8. Once you have made your changes, click the Save button to commit your changes to the database.  The EditCompanyDetails window appears and the changes have been applied to the Trading Partner.

  9. To remove a company, simply select the company from the list, and click the Remove button.  The partner is removed as a Trading Partner for your company, but is not deleted from the database.

  10. To sort your partners, select either Manufacturers or Suppliers from the drop-down menu to filter your view.

Edit Company Details: Trading Partners Window

This table describes the fields displayed in the Edit Company Details: Trading Partners window.

Fields Description
Organization Logo Displays the logo of the organization.
Organization Code Displays the company code of the organization being associated to the parent company.
UCC Number Displays the company's Uniform Commercial Code.
Cage Code Displays the Commercial and Government Entity Code of the company being created.
Preference Indicates whether or not this manufacturer or supplier is preferred or not.
Preferred Score Displays an internal alphanumeric value that identifies the rating of a particular company.
Status Displays the current status of the company based on the company's internal approval process.  Values include Disqualified, Qualified, and Undergoing Qualification statuses.


This table describes the buttons displayed in the EditCompanyDetails: Trading Partners window:

Button Description
Opens the Organization: List of Companies window and allows you to select a company to add as a Trading Partner.
Opens the CreateUpdateForm: Edit Trading Partner window and allows you to make modifications to the current data.
Deletes the selected company from the organization's Trading Partner list.  However, the company is not deleted from the database.