Editing Company Hierarchy Information

About Editing Hierarchy Information

The Hierarchy tab allows you to define the hierarchical relationship among different sub-organizations or branches within a company.  The left pane of the Hierarchy tab displays the parent companies of the company being edited, and the right pane displays the immediate children or sub-organizations of the company.  In the Hierarchy tab, you can add hierarchy by attaching the immediate sub-organizations to the selected company, or remove hierarchy by removing the association of a child company with the selected company.  However, removing the association of a company within the Hierarchy tab does not remove the company from the CES database, it simply removes the link that exists between the two organizations.

When Editing Hierarchy 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.

  • Removing the association of a company within the Hierarchy tab does not remove the company from the CES database.  Parent companies cannot be edited or deleted.

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 Hierarchy 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 Hierarchy tab to add and manage contact information for your selected company.  The Hierarchy tab appears.

  4. On the left side of the Hierarchy tab, you can see the parent company or companies that already exist for this company.  On the right side of the Hierarchy tab, you can see all the child organizations that are associated with the company being edited.  In this particular scenario, no child organization currently exists.  To add a child organization, click the Add button located in the right pane of the Hierarchy tab.  The Organization: List of Companies window appears.

  5. Select the organization that you want to add as a child organization and click OK to save your changes. The Edit Company Details: Hierarchy window reappears and the child organization is displayed.

     

  6. To remove the association, simply select the child organization and click the Remove button.

Edit Company Details: Hierarchy Window

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

Fields Description
Logo Displays the logo of the child organization that is being added to the parent company.
Company Name Displays the company name of the child organization being associated to the parent company.
Company ID Displays the company identification number of the child organization being associated to the parent company. This number can be any internal or external number in the company's database that is used to identify the company within the parent organization.
Is Internal Identifies whether or not the child organization is an internal division of the parent company.
Is Supplier Identifies whether or not the child organization is a supplier of the parent company.
Is Manufacturer Identifies whether or not the child organization is a manufacturer organization of the parent company.
UCC Number Displays the company's Uniform Commercial Code.
Website Displays the website URL of the company.


This table describes the buttons displayed in the EditCompanyDetails: Hierarchy window:

Button Description
Opens the Organization: List of Companies window and allows you to add child organization to the parent company.
Deletes the association of the selected child organization from the parent organization.