You can create a company in VertiGIS FM to track an organization's individuals (contacts), as well as its financial and administrative information.

When you create a company in VertiGIS FM, you can store all the information below on the details page for the company.

Company Details Page

You can access a company's details page on the Contact Management search page. Under Objects, click Company, and then double-click a company in the search grid to navigate to its details page.

The company details page is divided into the sections below.

Company

The Company section of the company details page stores high-level information about the company.

Company Data Fields

Contact Data

The Contact Data section lists the contact information for the company.

Contact Data Fields

Data in the Company and Contact Data fields can be changed when you edit the company.

Company and Contact Data Sections on the Company Details Page

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

Selectable contact types are stored in the Contact Types section of the Contact Management catalog. You can manage the items above on that page.

You can apply a contact type to the company when you edit the company details.

Applying Contact Types

Contacts

The Contacts section lists the contacts associated with the company. Contacts listed here are people the company may need to contact for maintenance or administrative purposes. They are not to be confused with your company's employees.

Contacts Section on the Company Details Page

You can create a new contact here by clicking the Add () icon. If you create a new contact on the company details page instead of on the search page, the Company field on the form for the new contact will indicate the name of the company.

Pre-populated Company Field for Create a Contact Workflow

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

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.

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.

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.

Refer to Invoices for more information.

Customer

The Customer section stores financial information that is required when you select the contact as a customer on an invoice or as the payee on a contract. In these cases, the contact is selected as the customer on the invoice, and a Debitor no. is required to complete the invoice. Refer to the Invoices section on this page for more information.

Customer Section on the Contact Details Page

You can edit the company's customer information by clicking the Edit () icon.

This section is only visible if you've selected the Customer and the Property Owners or Renter/Tenant contact types 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.

Subcontraction

The Subcontraction section lists any subcontractions given to the company. For subcontractions to appear in this section on the company's details page, the company must be selected in the Company field in the subonctraction details.

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

Invoices

The Invoices section lists all the invoices in which the company is selected as a customer (outgoing invoices) or supplier (incoming invoices or internal billing). Invoices created in the VertiGIS FM Costs and Budget product are shown here, but you can also create invoices directly on the contact details page by clicking the Add () icon in this section.

•If the company, contact, or employer creates an outgoing invoice, they are selected as the customer, and their debitor number is required.

•If the company, contact, or employer creates an incoming invoice, they must select another party as the supplier, and the supplier's creditor number is required.

•If the company, contact, or employer creates an internal billing, their debitor number is required. No invoice type has to be selected.

Contracts

The Contracts section is only visible if your implementation includes the VertiGIS FM Contracts product.

Key

The Key section is only visible if you've selected the Key Bearer contact type in the Contact Types section and is used in conjunction with the Key Management module. Documentation on how to use Key Management in VertiGIS FM will be available in the future.

Access to Rooms

This Access to Rooms section is only visible if you've selected the Key Bearer contact type in the Contact Types section and is used in conjunction with the Key Management module. Documentation on how to use Key Management in VertiGIS FM will be available in the future.

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.

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.

Notes

The Notes section lists notes that have been posted in relation to the company.

If any of the sections described in this topic do not appear on the details page, you may need to edit the section authorization to show them.