|
Location: File  Business partner Company
Prerequisites:
▪Company type |
Optional:
▪Document (SE Document) |
Overview:
From this menu, it is possible to create all the companies that provide some kind of service to the organization and that can be associated with other components of SE Suite.
Specific Buttons:
|
Click on this button to add a new company. For further information on this operation, see the Creating a company section.
|
|
Click on this button to edit the company selected in the list of records.
|
|
Click on this button to delete the company selected in the list of records. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
|
|
Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
|
|
Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
|
Use "Search filters" to find records more easily through specific information: ID #, name, record status, components that use them, and associated attributes.
|
|
