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PORTALCOMPANYID - Detailed description

FM-Portal

IC0000
Administrator
FM-Portal

Overview

Parameter:PORTALCOMPANYID
Category: Custom
Default value: -1
Product: eTASK.Other (Custom)

What does this parameter do?

This parameter stores the unique identification number of the company that operates the eTASK FM portal. This number refers to a record in the "Companies & Addresses" list and enables various functions and reports to automatically access the master data of the operating organization.

What is this parameter used for?

  • Report generation: Reports automatically retrieve company data from the stored record

  • Door signs and printouts: Automatic inclusion of the company name on printed documents

  • Email signatures: Use of company data for automatic email footers

  • Data exports: IFC4 exports and GAEB files contain the company data of the portal operator

  • System identification: Unique assignment of the portal to the operating organization

Technical Details (for Administrators)

Format: Numeric ID (integer)
Default value: #### (generically generated company)

Valid values:

  • Positive integer = ID of a company record from the "Companies & Addresses" list

Important notes:

  • The ID is automatically generated during setup along with the company

  • The ID must refer to an existing record in the "Companies & Addresses" list

  • If the ID is set incorrectly, reports and exports may contain incorrect data or no data at all

  • Changes take effect immediately on all reports and exports

Interaction with other parameters:

  • No connection to other parameters

When should you change this value?

Set the value (enter company ID) if:

  • Automatically during setup

Change value (to a different company ID) if:

  • The portal is transferred to another organization

  • The operating company has changed

  • A new company ID is to be used following a merger or restructuring

Important Notes

  1. One-time configuration during initial setup
    This parameter is set during installation and should not be changed afterward. It is a fundamental component of the system identity.

  2. Company record must be maintained
    Ensure that the corresponding company record in the "Companies & Addresses" list is fully completed (name, address, logo, etc.).

  3. Impact on reports
    Many report templates use this ID to automatically include company data. An incorrect ID will result in empty or incorrect information in reports.

  4. Avoid
    making changes later Changing this parameter after prolonged use can cause confusion, as newly retrieved historical reports and exports would contain different company data.

Security

Does changing this parameter affect security?

No, this parameter has no direct security implications.

Practical example

Initial situation: A facility management company, “FM Mustermann GmbH,” sets up a new eTASK portal. The PORTALCOMPANYID parameter is set to the generically generated value. When creating door signs, the company name is missing, and reports do not contain sender information. Exports have no company assignment.

Configuration: The administrator opens the “Companies & Addresses” list and finds the record “Operator Company……” They enter the necessary data for this company:

After the change:

  • Door signs automatically display “FM Mustermann GmbH” as the operating company

  • Crystal Reports contain complete sender information with logo

  • IFC4 exports are correctly tagged with company information

  • GAEB files contain the correct company data

  • Email footers can access the company data

Result: Affected automatically generated documents and reports are now professionally labeled with the correct company data. Brand identity is consistently maintained.

Alternative scenarios:

Scenario A - Portal handover:

  • Portal is transferred from “FM Alt GmbH” (ID: 25) to “FM Neu AG” (ID: 78)

  • After data migration, PORTALCOMPANYID is changed from 25 to 78

  • From now on, all reports display the new company

  • Historical exports remain unchanged, but new reports carry the new company identity

Recommended setting

For standard installations:ID des Firmendatensatzes aus "Firmen & Adressen"

Reason:

  • Automatic integration of company data into reports and documents

  • Professional external presentation without manual post-processing

  • Correct company identification in exports

  • Consistent brand identity

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