Purpose: Use Work with Companies to create a company on your system.
You must define at least one company in order to use Order Management System. Information throughout Order Management System is segregated by company.
Companies are single, isolated set of tables and data: an organization of financial information, inventory, and customers. Essentially a company has a completely separate database from other companies.
When should you create more than one company? You must create another company when you do not want data, for example sales analysis figures, items, and customers, to mix with another company’s data. If you only want to separate sales analysis, you can handle that through entities and divisions.
Copy company periodic function: You can use the COPYCMP Copy Company periodic function to create a company based on the data defined for an existing company. This periodic function uses the following parameters to create a company:
• the owner of the database.
• the From company number whose data you wish to copy.
• the To company number.
• Y or N setting indicating whether the system should delete the data in the To company before copying. Note: Unless you can verify that you are not copying over any records that already exist in the target company, this setting should be set to N.
Separate each parameter setting with a single space. For example, enter the following in the Parameter field, where DB is the database owner, 1 is the From company number, 2 is the To company number, and N is the Delete To company parameter: DB 1 2 N
Using the copy company periodic function to delete a company: To use the Copy Company periodic function to delete a company, enter the company you wish to delete in the From and To company parameters and set the Delete parameter to Y. For example, enter the following in the Parameter field, where DB is the database owner, 1 is the company you wish to delete, and Y is the Delete parameter: DB 1 1 Y
In this chapter:
• Work with Company Phone Numbers Screen
• Work with Company Return Address Screen
• Work with Shared Companies Screen
Purpose: Use this screen to create, change, delete, and display a company.
How to display this screen: Enter WCMP in the Fast Path field or select Work with Companies from a menu.
Field |
Description |
Company |
A code representing a company. Numeric, 3 positions; optional. |
Description |
The name of the company. Alphanumeric, 30 positions; optional. |
Screen Options |
Procedure |
Create a company |
Select Create to advance to the Create Company Screen. |
Change a company |
Select Change for a company to advance to the Change Company screen. See Create Company Screen for a description of the fields on this screen. You can change all the fields on this screen except the company code. |
Delete a company |
Select Delete for a company to delete it. |
Display a company |
Select Display for a company to advance to the Display Company screen. You cannot change any information on this screen. See Create Company Screen for a description of the fields on this screen. |
Work with phone numbers for computer telephony integration |
Select Phone #s for a company to advance to the Work with Company Phone Numbers Screen. |
Enter or change the return address for printing on customer return labels from the web storefront |
Select Return address for a company to advance to the Work with Company Return Address Screen. |
Define other companies that share inventory with the parent company |
Select Shared Companies for a company to advance to the Work with Shared Companies Screen. |
Work with user defined field |
Select User Field for a company to advance to the Work with User Fields Screen. |
Purpose: Use this screen to create a company on the system.
How to display this screen: Select Create at the Work with Companies Screen.
Field |
Description |
Company |
The company code (001 - 999). Information throughout the system is segregated by company. You can assign or prohibit access to companies to users and user classes. See Working with User Records (WUSR), and Setting Up User Classes (WUCL). Numeric, 3 positions; required. |
Description |
The company's name or description, which appears on many screens and reports. Note: The system does not validate the company’s address in the same way it validates a customer’s address, as in order entry. For example, it does not validate that the state is associated with the SCF for the postal code. Alphanumeric, 30 positions; required. |
Address |
The company's address. Alphanumeric, two 32-position fields; optional. |
City |
The company's city. Alphanumeric, 25 positions; optional. |
State |
The code representing the company's state or province. Alphanumeric, 2 positions; optional. |
Zip |
The company's zip or postal code. Alphanumeric, 10 positions; optional. |
Country |
The company's country. Country codes are defined in and validated against the Country table. See Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; optional. |
Locale |
The locale assigned to the company, identifying the language that the system uses for reports and HTML email templates. The locale defined in the DEFAULT_LOCALE property initially defaults, but you can override it. Available locales are: • English • French • German • Italian • Spanish The setting of the locale here controls the settings that are available for the BI Date and Separator Format, below. See: • Regional Settings for an overview. • Where are Date Formats Applied? for more information on which date format the system uses in different areas of the application. • Where are Number Format Applied? for more information on the decimal and thousand separators the system uses in different areas of the application. Required. |
BI Date and Separator Format |
The date and separator formats to use on reports generated through BI Publisher. See Reports and Forms Generated through Oracle BI Publisher for a listing of these reports, and see BI Publisher Date and Separator Formats for a listing of the formats applied on these reports through this setting. The Locale setting controls the BI Date and Separator Formats. If the Locale is set to: • English: Available BI Date and Separator Formats: - English (Australia) - English (Canada) - English (India) - English (Ireland) - English (New Zealand) - English (South Africa) - English (United Kingdom) - English (United States) (default) • French: Available BI Date and Separator Formats: - French (Belgium) - French (Canada) - French (France) (default) - French (Luxembourg) - French (Switzerland) • German: Available BI Date and Separator Formats: - German (Austria) - German (Germany) (default) - German (Luxembourg) - German (Switzerland) • Italian: Available BI Date and Separator Formats: - Italian (Italy) (default) - Italian (Switzerland) |
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• Spanish: Available BI Date and Separator Formats: - Spanish (Argentina) - Spanish (Bolivia) - Spanish (Chile: - Spanish (Columbia) - Spanish (Costa Rica) - Spanish (Dominican Republic) - Spanish (Ecuador) - Spanish (El Salvador) - Spanish (Guatemala) - Spanish (Honduras) - Spanish (Mexico) - Spanish (Nicaragua) - Spanish (Panama) - Spanish (Paraguay) - Spanish (Peru) - Spanish (Puerto Rico) - Spanish (Spain) (default) - Spanish (Uruguay) - Spanish (Venezuela) |
Date Format |
The date format assigned to the company, identifying the format of the date that displays for the company on screens. The date format defined in the DEFAULT_DATE_FORMAT property initially defaults, but you can override it. Valid values are: • DDMMYY = The default date format for the company is DDMMYY; for example, if the date is December 25 2016, the date displays as 251216. • MMDDYY = The default date format for the company is MMDDYY; for example, if the date is December 25 2016, the date displays as 122516. • YYMMDD = The default date format for the company is YYMMDD; for example, if the date is December 25 2016, the date displays as 161225. See: • Regional Settings for an overview. • Where are Date Formats Applied? for more information on which date format the system uses in different areas of the application. • Where are Number Format Applied? for more information on the decimal and thousand separators the system uses in different areas of the application. Required. |
Phone number |
The company's phone number. Numeric; one 3-position field (area code) and one 8-position field (phone number). |
Fax Phone number |
The company's fax number. Numeric; one 3-position field (area code) and one 8-position field (phone number). |
The email address to use as the “from” address for system-generated emails. The system uses the following hierarchy in selecting the “from” email address: • Entity/Order Type: If a From email address is specified at the Create Entity Order Type Template Screen for the email notification type in the related order type and entity, use this address. This option is available only for the order, shipment, order cancellation, or order line cancellation notifications. Otherwise, • Entity: If a From email address is specified at the Change Email Override Screen for the email notification type in the related entity, use this address; otherwise, • Company: If a From email address is specified here for the company, use this address; otherwise, • System: Use the mail.from specified in Email Setup within Order Management System. The system performs standard email format validation.See Email Address Validation for a discussion. Note: The system does not validate the format of the “from” email address, and it does not need to be an existing email address; however, using a working email address provides a means to track undeliverable emails sent to customers. Alphanumeric, 50 positions; optional. |
|
Indicates whether you can scan for customers across companies in Order Entry, standard Order Inquiry, and Order Maintenance. Valid values are: • Selected = You can scan for customers across companies, if both the “home” and “target” companies: - have selected the Cross company scan field - have the same value in the Active company field (that is, active companies can scan into other active companies; inactive companies can scan into other inactive companies) Standard Order Inquiry and Order Maintenance You can use cross-company scanning with the match code, postal code, postal code with company name, and postal code with customer name fields.See Setting Up Match Codes (MMCH) and Setting Up the Zip/City/State (Postal Code) Table (WZIP). Order Entry The source code field is at the top of the Select Customer Sold To Screen or the Customer Scan Screen, enabling cross-company scanning by source code, provided the user does not select to scan for a customer from the Customer Selection Screen. • Unselected = You cannot scan for customers across companies. The source code field is not on the Select Customer Sold To for Order screen. |
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Indicates whether this company is currently active. This field works with the Cross company scan field to select or restrict the companies eligible for cross company scan. You might use this field to distinguish training or testing vs. “live” companies, to prevent users from inadvertently scanning into the wrong type of company. Also, if a company is flagged as inactive, the menu screen displays a message indicating This company is flagged as inactive and should not be used to process live orders. Valid values are: • Selected = This company is active; you can scan across other active companies. • Unselected = This company is inactive; you can scan across other inactive companies. The Menu Driver Screen displays a message indicating This company is flagged as inactive and should not be used to process live orders. |
|
Cross company maintenance group |
You assign a common cross company maintenance group code to a group of companies that share a portion of their customer base. By entering any group in this field, you enable the system to store information on the name or address of each customer you update in this company. You can then identify and update matching customer records within the maintenance group. This code can be any value that you define. Example: If you enter 5 in this field for companies 27, 123, and 495, you will be able to update customer records in companies 123 and 495 based on a change of address you process for the customer in company 27. If you enter B in this field for companies 44 and 66, you will be able to update customer records only across these two companies; the system will not update a record in company 44 based on an address change you process in company 27. In order for cross company maintenance to work between companies, both companies must use the same logic for composing match codes.See Setting Up Match Codes (MMCH) for more information on working with match codes. |
Work with Company Phone Numbers Screen
Purpose: Use this screen to work with DNIS (dialed number identification service) phone numbers for computer telephony integration (CTI). The system uses the DNIS number for an incoming call to identify the company related to the call and to route the call appropriately.
The DNIS number is ordinarily the last four positions of the phone number that the customer calls; however, it is possible that the DNIS number is not the same as the actual phone number dialed. In this situation, you can create a company phone number that does not actually exist, but whose last four positions match the DNIS number that you will receive through your CTI application.
For more information: Contact your Order Management System representative for more information on implementing CTI.
Work with Company Return Address Screen
Purpose: Use this screen to create or edit the company address to print on return labels. The system uses this address only if your web storefront supports printing these labels for return authorizations when customers enter returns on the storefront.See the E-Commerce Interface for more information.
Entity return address overrides company address: If you define an return address for the entity associated with an order at the Work with Entity Return Address Screen, the system uses the entity return address instead.
If no entity or company return address: If a return address is not specified for the entity associated with the order or for the company, the system uses the address for the Default Warehouse (A04).
How to display this screen: Select Return address for a company at the Work with Companies Screen.
Completing this screen: Enter the address to appear on return labels for use when customers enter returns through your web storefront. See the Create Company Screen for field descriptions. To delete the return address, select Delete.
Work with Shared Companies Screen
Purpose: Use this screen to define other companies that share inventory with the parent company. Companies display on this screen in shared company sequence.
Example: If company 555 is the company where the inventory is located, company 555 represents the parent company and any other company that shares inventory with this company is considered a shared company.
Note: You do not need to define shared companies if you are using inventory sharing; see Inventory Sharing (A69) for an overview.
Copying items in the parent company to the shared companies: If you wish to add, update, or delete items in shared companies, based on an item copied in the parent company, you must define shared companies using this screen.See Copying Items for an overview.
To create: Enter a company code and select OK to create a shared company. The company code must be a valid company. You cannot select the company code that represents the parent company or the screen displays an error message: Shared company must not be the same as the parent company.
Note: The system allows you to define a company as a shared company for more than one parent company. For example, you can define company 554 as a shared company for both company 555 and company 25. You can also define a shared company for a company that is also a shared company for another company. For example, you can define company 123 as a shared company for company 456, even if company 456 is a shared company for company 789.
To scan: Enter a company code and select OK to position to the shared company. If the company code does not exist as a shared company, the system creates it. The company code must be a valid company.
How to display this screen: Select Shared Companies for a company on the Work with Companies Screen.
Field |
Description |
Company |
The code and name of the parent company. Code: Numeric, 3 positions; display-only. Description: Alphanumeric, 30 positions; display-only. |
Cmp |
A code representing a company that shares inventory with the parent company. If you prompt on this field, the system displays all valid Order Management System companies, not just the companies to which the user has authority. Numeric, 3 positions; display-only. |
Description |
The name of the company. Alphanumeric, 30 positions; display-only. |
Screen Option |
Procedure |
Delete a shared company |
Select Delete for a shared company to delete it. Note: Deleting a shared company does not delete the company; just the association between the company and the parent company. |
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WCMP OMS 17.1 September 2018 OTN