Common Components Help

AEF Help

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 Actions menu on the Properties page to make changes.

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

1. Click Tools > Administration > Companies. (Only users defined in the role of Organization Manager will see this link on the Tools menu.)
2. Access the Create page using one of the following methods:

If you are creating a new company:

• Select Create New from the page Actions menu.

If you are creating a new business unit, subsidiary, or department:

• Click a company name to access the Properties page and category list for the parent company that you want to create a business unit, subsidiary, or department for. See Viewing Information for a Company.
• From the category list of the parent company, click Business Units, Subsidiaries, or Departments.
• Click Create New from the page Actions menu.
3. Enter details about the organization, including the following:

Image. The image for the organization. Clicking Browse allows you to select the image.

Name. The name of the organization as you want it to appear on the pages of the MatrixOne application. Type any alphanumeric characters (numbers, letters, or allowed symbols). Entry is required.

Parent Company. The name of the parent company. Clicking the ellipse button allows you to select the parent company. This attribute pertains only to a Company or Subsidiary. See Using Search.

ID. Type any alphanumeric characters (numbers, letters, or allowed symbols) to identify the Company, Subsidiary, Business Unit, or Department.

Cage Code. An ID issued by the federal government. Type complete Cage Code (must be a whole number).

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. If you want to use a store other than the default, select a different 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 only, and not to a Business Unit or Department.)

FTP Host. The server name for the organization's FTP site.

FTP Directory. The directory for the FTP site.

Meeting Site Name. The URL for the organization's Web meetings, including the "http://" prefix, as provided by the Web meeting supplier. A meeting site name and ID is required in order for employees to schedule and host meetings.

Meeting Site ID. The site ID that enables the organization to host Web meetings, as provided by the Web meeting supplier.

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. If you want to use a vault other than the default, 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. See Selecting a Vault.

4. When you have filled in all necessary fields, click Done to add the new company, subsidiary, business unit, or department to the database.