Editing General Company Information

About Editing General Company Information

CES has the ability to house key information regarding your internal organizations, vendors, and manufacturers. During times of change, it is important for you to be able to update this information in an effort to keep your data current.  General company information can be updated using the Edit Company feature.  This feature allows you to update general properties information, addresses, contacts, hierarchy, trading partners, and notes.

When Editing Company 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 General Company Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the Edit Company Details 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. Within the Edit Company Details window, you can edit all the information contained within the window except for the company header information.  This information is created during the initial company introduction process and remains constant in the database throughout the company's lifecycle. To edit the General information, you can either type the relevant information into the proper fields, or use the Available Values function to view those entries that are valid for that particular field.  To read more about the Available Values function, see Using Available Values.  Once you can completed your changes to this window, you can click the Save button to commit your changes to the database.

Edit Company Details: General Window

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

Fields Description
Company Code Identifies the internal Company Code of the business being created.
Company Name Identifies the name of the company being created.
UCC Number Displays the company's Uniform Commercial Code.
Organization Logo Displays the logo of the company being created.
DUNS Number A unique nine digit identification sequence, which provides unique identifiers of single business entities, while linking corporate family structures together.
Tax ID An Employer Identification Number (also called a Tax ID number) that is used to identify a business entity with the local, state, and federal government.
Cage Code Displays the Commercial and Government Entity Code of the company being created.
Is Internal Identifies whether or not the new company being created is an internal company.
Is Supplier Identifies whether or not the new company being created is a supplier company.
Is Customer Identifies whether or not the new company being created is a customer company.
Is Manufacturer Identifies whether or not the new company being created is a manufacturing company.
Website Displays the website URL of the company being created.
Is Distributor Identifies whether or not the new company being created is a distributor.


This table describes the buttons displayed in the Edit Company Details: General window:

Button Description
Saves your entry and creates the new company in the CES database.
Discards your entries.