Enter data records for all external companies with which the FM department collaborates. These data records are available in many areas of the FM portal (e.g., to identify the contractor in eTASK.Maintenance).
Procedure in the FM Portal
Path to the starting point: Basic Data - Companies & Addresses
Enter the full name of the company in the Company Name field.
In the Department section, specify the branch, department, and organizational unit if the company is divided into multiple entries.
In the Code field, enter a freely selectable abbreviation for the company.
Recommendation: It is advisable to avoid using a sequential numerical code and instead enter an abbreviation from which the full company name can be derived.
In the Address section, enter all information regarding the company’s address.
Specify the company type.
Note: Since the data form is part of the global company directory, a company type should be specified for each new record to be created.
In the Accounting section, specify whether an IXB number is available.
In the Emergency List section, specify whether this company should be displayed in the company emergency list.
Note: Additional data can be entered in the Communication or Primary Contact sections.
Tip: In ListConnect Personnel, you can later view the personnel assigned to this company from the personnel list.
Click Save in the toolbar. The company has been created.
In the Administration section, specify how the company is handled internally within your organization. (This section appears only after the company record has been saved.)