New Company Introduction

About Company Introduction

Being able to introduce new companies within your CES environment ensures that you will always be able to update the vendors that you utilize on a continual basis.  The New Company Introduction functionality allows you to add new companies within your database and define them as vendors, internal organizations, etc.  Using this functionality helps you to maintain an accurate listing of all the organizations that you deal with on a daily basis, and gives you the tools to organize them in a manner that makes accessibility easy and timesaving.

Accessing the Advanced Access: Create Window

Within CES, there are many methods of accessing the  Advanced Access: Create Window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Advanced Access

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Create tab to access the Advanced Access: Create window.

Favorites
  1. From the Favorites pane, expand My Searches to display your list of saved searches.

  2. Select the saved search you wish to view, right-click, and select Open from the shortcut menu.

  3. Click the Create tab to access the Advanced Access: Create window.

How To Create a New Company

For the following scenario, the Advanced Access method is used to access the Create window. 
  1. In the Main Access Area, click the Advanced Access link.  The Advanced Access window appears.

  2. Click the Create tab to access the Create window.  From the Environment drop-down menu, select Company; and from the Type drop-down menu, select Companies- AllThe New Company Introduction 1/1 window appears.

  3. The attributes defined in this window allow you to classify your company as either an internal organization, a supplier, a customer, a manufacturer, or a distributor.  Therefore, this functionality allows you to keep track of all the businesses you deal with on a daily basis. Fill in the attributes that best define the organization that you are listing, and click the OK button to save your changes.  The company is saved and its Properties window appears.

     

New Company Introduction 1/1 Window

This table describes the fields displayed in the New Company Introduction 1/1 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.
Belongs to Ptr-Organization Code Pointer to the parent organization's code.
Belongs to Ptr-Name Displays the parent company name.
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 New Company Introduction 1/1 window:

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