The Administration > Own Data > Client or Administration > Own Data > Tenant page stores information about your organization. Your organization is established as the "Own Client" when you install VertiGIS FM, but the information can be edited here.
The Own Client page includes the sections and fields below.
You can edit the fields in the Own Company, Contact Data, or Contact Types sections by clicking the Edit (
) icon next to each section.
Edit Icon on the Own Client Page
Own Company
The fields in the Own Company section are similar to the ones available for other companies you create in the VertiGIS FM Contact Management module.
Own Company Fields
Field |
Description |
|---|---|
Abbreviation |
An abbreviation for your company. |
Name |
The name of your company. |
Employees |
The number of employees in the company. This field not does populate programmatically based on how many employees you add to your company. |
Addendum |
Additional information that describes the company. |
Commercial Register No. |
|
Tax ID |
The tax identification used by the company. |
VAT ID |
The value-added tax identification used by the company. |
Country setting |
The country in which the company is based. |
Default language |
The language in which the company operates. |
Costs declaration |
System-wide settings related to Costs, Budgets, and other financial products (for example, makes the default settings for all invoices Net instead of Gross). |
Budgeting in |
System-wide settings related to Costs, Budgets, and other financial products (for example, makes the default settings for all invoices Net instead of Gross). |
Comment |
Any additional information related to the company. |
Sector |
The company's industry or field. Selectable options are stored in the Sector section in the Contact Management catalog. |
Employees |
Employees listed as being in the company. |
Managing director |
A leader or director of the organization. Information-only field. |
Contact Data
Contact Data Fields
Field |
Description |
|---|---|
Country |
The country in which your company is located. |
Federal State |
The federal state (state, province, or regional jurisdiction) in which your company is located. Federal states must be added to the country selected above to be selectable from this menu. Refer to country management for more information. |
ZIP Code |
The ZIP code or postal code of your company. |
City |
The city in which your company is located. |
Street |
The street on which your company is located. |
Number |
The street address at which your company is located. |
Telephone |
The telephone number of your company. |
Fax Number |
The fax number of your company. |
Mobile Number |
The mobile number of your company. |
An general email address for your company. |
|
Internet Address |
A web page for your company. |
Contact Types
The Contact Types section lists the contact types applied to the company. Contact types determine which sections are available on the details page and in which VertiGIS FM products the company can be selected in assignment form fields (for example, as a person responsible for maintenance orders or as an installer for a type of component).
You can select the contact types you want to assign to a contract, company, employee, or team in the Contract Types section when you edit the object details. The contact types are assigned to the object when you click Save.
Contact Types Section on From to Edit Contact Details
Refer to Contact Types for information on how to make companys assigned a given contact type selectable in fields for different objects and products throughout VertiGIS FM.
Contact Types
Contact Type |
Associated VertiGIS FM Products and Modules |
Notes |
|---|---|---|
Adjoining owner |
Parcel Management |
|
Authority |
Parcel Management |
|
Customer |
Sale, VertiGIS FM Contracts |
When applied, the Customer section appears on the contact, company, or employee details page. This section stores financial information that is required when the company creates an outgoing invoice. In VertiGIS FM Contracts, you must store a Debitor no. in the Customer section in order to select the contact as a payer on the contract. |
Key bearer |
Key Management |
When selected, the Key and Access to Rooms sections appear on the contact, company, or employee details page. |
Lessor |
Rental Management |
|
Maintainer |
VertiGIS FM Maintenance |
This Contact Type should be used for contacts, companies, or employees you want to make selectable for maintenance tasks in VertiGIS FM Maintenance. |
Property owners |
Parcel Management |
When selected, the Invoices section appear on the contact details page. |
Renter/tenant |
Rental Management |
When selected, the Invoices sections appear on the contact details page. |
Supplier |
Costs and Budget, Purchase, VertiGIS FM Energy |
When applied, the Supplier section appears on the company details page. This section stores financial information that is required when the company is selected as the supplier on another's company's incoming invoice. In VertiGIS FM Energy, a company with the Supplier contact type can be selected as the company associated with a tariff, which is used to calculate the costs a company pays for its energy consumption. |
Selectable contact types are stored in the Contact Types section of the Contact Management catalog. You can manage the items above on that page.
Employees
The Employees section lists the employees in your organization. Refer to Employees for more information.
Hierarchy
In the Hierarchy section, you can link companies and indicate hierarchical relationships between companies. For example, you could use this section to indicate that the company is owned by another company, or vice-versa.
•You can click the Add (
) icon to create a new company that will programmatically be added as a subsidiary of the company whose details page you're viewing.
•You can click the Further Process () icon to to select an existing company from the VertiGIS FM database that will be added as a subsidiary of the company whose details page you're viewing.
The hierarchical relationship between the companies is indicates by the direction of the arrows in the table and the Relationship column. As per the example below, VertiGIS owns VertiGIS North America (whose details page we're viewing), which owns VertiGIS Networks and VertiGIS Studio.
Hierarchical Relationships Between Companies Represented in the Hierarchy Section
All companies are added to the Hierarchy section as subsidiaries of the company whose details page you're viewing. To change a company from a subsidiary to a parent company or vice-versa, select the company and click the Exchange Hierarchy (
) icon.
Exchange Hierarchy Functionality
Organisations
The Organisation section stores different sections within your organization's structure. These are not to be confused with Divisions, which are similar to departments.
Organisations Section on the Own Client Page
You can click the Add () icon to add a new organization, or delete an organization by selecting it and clicking the Delete (
) icon.
If you double-click an organization, you navigate to its details page. Here, you can edit the organization's name, select a cost center, view employees within the organization, and create sub-organizations.
Organisation Details Page
To add employees to the organization, select the organization in the Organisation field when you add or edit the employee.
Divisions
The Divisions section stores the departments within your organization.
DIvisions Section on the Own Client Page
You can click the Add () icon to add a new division, or delete a division by selecting it and clicking the Delete () icon.
If you double-click a division, you navigate to its details page. Here, you can edit the division's name, select a cost center, and view employees within the division. To add employees to the division, select the division in the Division field when you add or edit the employee.
Subsidiaries
In the Subsidiaries section, you can register the company's branches or locations. The company may have outlets whose addresses differ from the one saved in the company details.
Subsidiaries Section on the Company Details Page
You can add a branch of the company by clicking the Add () icon. To edit an existing branch, select it, click the View Details (
) icon, and then click the Edit () icon. To delete a branch, select it and click the Delete () icon.
Branches, or subsidiaries, can themselves have contacts stored within them. After you add a contact to a company, you'll be able to select one of the company's subsidiaries from the Subsidiary field menu in the contact details. When you select the subsidiary in the Subsidiaries section on the company details page and click the View Details () icon, you'll see the contact listed under Contacts.
Contact Added to Company's Subsidiaries
Subsidiaries listed in this section have no relationship to other companies that have been designated subsidiaries in the Hierarchy section. They are separate concepts that, for the time being, share the same name in VertiGIS FM.
Storage
The Storage section lists the warehouses being used by your company. It is intended to be used with the VertiGIS FM Costs and Budget product.
You can add a new warehouse to your company by clicking the Add () icon, or edit an existing one by selecting it and clicking the Edit () icon.
When creating a new warehouse, select Standard from the Valuation Group field to assign all items to this warehouse initially.
New Warehouse Form
Order Approval
The Order Approval section lists the employees of your company who can authorize orders and the monetary amount they can authorize. This feature is to be used in conjunction with the VertiGIS FM Purchasing and Sales products.
To add an employee and assign them an order amount to approve, click the Add () icon in the section.
Form to Add a New Employee to the Order Approval Section
Responsibility
The Responsibility lists responsibilities associated with the company. A responsibility refers to a type of duty, the contact or organization in charge of the duty, and their contact information.
Refer to Responsibilities for more information.
Bank Accounts
You can store the company's banking information in the Bank Accounts section. This allows you to select the bank account when you create invoice payments for a contract to which the company is a party in VertiGIS FM Contracts. The section can contain multiple bank accounts.
To add a bank account, click the Add () icon. You can enter the account information shown below.
Bank Account Form for a Contact or Employee
Supplier
The Supplier section contains financial information that is required when the company is selected as the supplier on another company's incoming invoice. At minimum, a Creditor No. is required to complete the invoice.
The Company's Creditor Number in the Supplier Section
You can edit the company's supplier information by clicking the Edit () icon.
This section is only visible if you've applied the Supplier contact type in the Contact Types section.
Orders
The Orders section on the company details page lists orders associated with the VertiGIS FM Purchasing product. It is not to be confused with maintenance orders.
Contracts
The Contracts section is only visible if your implementation includes the VertiGIS FM Contracts product.
Appointments
The Appointments section lists the scheduled appointments (a call or in-person meeting) that are associated with the company. Appointments are action items that can be scheduled for any object in VertiGIS FM. They are not the same thing as orders.
To add an appointment for the asset, click the Add () icon in the Appointments section on the details page.
Notes
The Notes section lists notes that have been posted in relation to the company.
Documents
The Documents section lists the documents, including image files, associated with the company. Refer to Document Management for more information, including instructions on how to upload a document.
