Creating a Company, Subsidiary, Business Unit, or Department

Organization Managers have the responsibility for adding companies, subsidiaries, business units, and departments (collectively known as organizations) to the database. For whichever organization, the information you enter is almost identical. If details need to be modified, you can select Edit Details from the page Actions menu or toolbar on the Properties page to make changes.

When creating a company, it could also be a Supplier or Customer company depending on the ENOVIA products installed.

Only users with the role Organization Manager can perform this procedure.

Before you begin: Log in as a user with the role of Organization Manager.
Related Topics
Maintaining Companies
Maintaining Business Units
Maintaining Departments

  1. Click > People and OrganizationsCompanies.

  2. To create a new company, click Actions > Create NewCompany (or Supplier or Customer) from the page toolbar.

    or

    To create a new business unit, subsidiary, or department:

    1. Click a company name to access the Properties page for the parent company. See Company Properties Page.
    2. From the page toolbar, click Categories > , click the type of organization you want to create:


      • Business Units
      • Subsidiaries
      • Departments

    3. From the page toolar, click Actions > Create New.

      The information contained in the Create New Company, Create Subsidiary, Create Business Unit, and Create Department pages is similar; the differences are noted in the descriptions.



  3. Enter details about the organization:

    Field Name Description / How to Enter Values
    Image The image for the organization. You cannot select an Image for a Department. Click Browse to select an image.
    Name The name of the organization as you want it to appear on the pages of ENOVIA products. Type any alphanumeric characters (numbers, letters, or allowed symbols). Name must be unique across all companies in the database.
    Parent Company The name of the parent company. Click to select the parent company. This attribute pertains only to a Company or Subsidiary. See Selecting from a Tree.
    ID, or

    Company ID, or Subsidiary ID

    		 Type any alphanumeric characters (numbers, letters, or allowed symbols) to identify the Company, Subsidiary, Business Unit, or Department.
    Resource Manager The person who can add, remove and edit resource assignments for this organization. Click to select the needed person. See Searching Using the Wizard.
    Cage Code An ID issued by the federal government. Type the complete Cage Code (must be a whole number). The format of the code is the first and fifth position must be numeric. The second, third, and fourth may be any mixture of alpha/numeric excluding I and O. See "Cage Code Settings" in the Business Process Services Administrator's Guide.
    DUNS Number An ID issued by Dunn & Bradstreet (must be a whole number).
    Phone Number Main phone number or phone number of primary contact. Type the complete phone number with area code (numbers, letters, or allowed symbols). Include the country code if outside US.
    Fax Number Main fax number or fax number of primary contact. Type the complete phone number with area code (numbers, letters, or allowed symbols). Include the country code if outside US.
    Web Site Address (URL) of Web site. Do not include "http://".
    File Store Select a store from the drop-down list to specify where files for the organization will be stored in the database. (This attribute pertains to a Company or Subsidiary, and not to a Business Unit or Department.) The store set for the Company profile overrides the store set in the policy (using System Manageror MQL).

    The Common Document Model uses the store value set here, not the store defined in a policy. If you create a policy with a different store, set this attribute value to null so that the store in your policy can be used.
    FTP Host The server name for the organization's FTP site.
    FTP Directory The directory for the FTP site.
    State The state of the organization. Values are Active or Inactive.
    Description Additional information that describes the organization. Type any alphanumeric characters (numbers, letters, or allowed symbols).
    Primary Vault The primary vault for a Company or Subsidiary. For a Business Unit or Department, this attribute is named Vault.
    Secondary Vault This field pertains only to a Company or Subsidiary. To use a vault other than the primary vault, click to specify where the organization object will be stored in the database. This field is displayed only if more than one vault is available.
    Address Type the street address for the Company or Subsidiary. This attribute does not apply to Business Units and Departments.
    Postal Code Type the postal code for the Company or Subsidiary. This attribute does not apply to Business Units and Departments.
    Country Select the Country name from the pull-down list for the Company or Subsidiary. This attribute does not apply to Business Units and Departments.
    Alternate Supplier Names For a Supplier Company only. Add other names the supplier may be known as.
    Standard Cost The default standard cost rate per hour for a resource pool or organization. Enter a value and select the denomination from the pull-down list.

  4. Click Done.