Within the Central Repository is the Company Information Workbench. This workbench, also known as CIW, lists all the companies in the system. It contains extensive information about a company, such as the goods and services they supply, histories of tenders, orders, performance ratings for suppliers and much more.
Fields | Description |
Name | The name of the company |
Offices | The number of offices recorded in the system |
Main Office | Where the Main Office is located. |
Type | What the Main Office type is; for example, Head Office, Branch, or Regional Office. |
Co T/A’s | Is there a trading agreement with the Individual company, or the Group |
Co Status: | The status given to the Company or the Group; for example, Approved, Registered |
Co Score | The average performance review for all the offices of the company recorded over the period specified. Alternatively the average performance across the Group. |
O/E | Shows the activity of the company. |
The Company Information Workbench is a database of all the companies you deal with; for example: suppliers, subcontractors, clients, architects, solicitors, and so on. The Company Information Workbench is "global" - that is, it is not restricted to a single Coins ERP+ company (kco). You should only have one record in the Company Information Workbench for each company you deal with.
Although company records are not specific to any Coins ERP+ company, your user view restricts which companies you see from any one Coins ERP+ company.
Different modules have different versions of the CIW, which reflect the different needs. For example:
The Procurement version of the workbench shows company scores and status, and allows you to DIG DEEPER to information related to orders and accounts.
The Marketing version shows the contact and sales rep, and allows you to DIG DEEPER to information related to projects and contacts.
Company Types
Company types allow you to identify different types of company and your relationship with them. Each company in the Company Information Workbench belongs to one or more company type. For example, a company could be a supplier, subcontractor and plant hire company. Each company type belongs to a module, which determines the views in which the company is visible.
Offices
Each company in the Company Information Workbench has one or more offices (for example, head office, regional offices and so on). When you create a new company record, this automatically creates an office record:
When you add a company in Procurement, you specify the type of office you are entering
When you add a company in Marketing, Coins ERP+ creates a head office record
After that, you can add other offices that belong to the same company.
Office Types
Office types allow you to identify different types of office; for example: head office, regional office. Each office has one type only. You must also define which office type you are using as a head office, using the CI parameter HOTYPE.
Address Types
Each office can have many addresses - for example, a postal address, an address for deliveries, an address to which invoices should be sent, and so on. Address types identify the different types of address.
There are specific address types for purchase ledger, Subcontract Ledger, sales ledger invoices, and sales ledger statements.
