On the Companies screen you can view and manage any companies saved in your universe. The Companies tab will display their name, address, and codes. This screen will also show how many unknown codes you have.
You can filter companies using various criteria, including MID, Vendor Code, Customer Code, Plant Code, or HQ.
Adding a Company #
To add a new company to your universe, click Add Company located in the top right corner. To prevent duplicates, the system first prompts you to search for the company name. If the company exists, all associated locations will be displayed. If the desired location is not listed, you’ll have the option to add a new one.
After selecting Add New Company, the required company details can be entered. Mandatory fields include Company Name, Address, City, Country, and Postal Code. Optional fields such as Company Code and Partner Reference can also be included. When adding a Company Code, a drop-down menu provides options to select the appropriate code type. The Partner Reference field is used to store any partner-specific identifiers – for instance, if a partner refers to the company as “ABC,” that reference can be recorded here. Once all information is entered, selecting Add in the top right corner will save the entry, and the company will appear on the main Companies screen.
Claiming Companies #
Client Administrators on the Company Management screen have the option to Claim a Company. This feature allows the claiming of any company or location within the system that is affiliated with the administrator’s organization, granting permission to make necessary updates. For example, if you work for CH Automotive and identify CH Motor Parts, a business linked to CH Automotive, you can claim that company. Claiming companies helps establish relationships between connected entities and allows them to share data such as vendor codes and company locations.
To claim a company, navigate to the company’s management page and select Claim Company in the top right corner. A reason for the claim must be provided, and the request will then be reviewed by the Copper Hill team for approval or rejection. If the request is denied, an explanation will be provided.
Company Codes #
On the main Companies screen, the first tab, Companies, displays all your current companies. To access Company Details, click the arrow on the far right of the row. This opens a detailed view of the company’s information, including the company name, all associated addresses, codes, and contacts. From this screen, you can add new locations, codes, and contacts as needed. If the company has multiple locations, you can navigate between them using the side panel on the left – each location will display its own unique set of codes and contacts.
Unknown Codes #
On the main Company Management screen, the second tab, Unknown Codes, lists codes that have been imported into the system but are not yet associated with any company location. If you have admin access, you will also see two additional tabs: Pending Edits and Pending Claims. System admins review and either approve or reject these edit and claim requests to maintain data integrity across clients.
Unknown Codes: These codes may originate from a request or an FTZ ingestion. When you select the Unknown Codes tab, a list of entries is displayed, including details such as the Code, Code Type, Initiating Document, Code Source, User, and Creation Date. You can apply filters to narrow the list by specific code types. To associate a code with a company, click the arrow on the right side of the row to open a search bar. From there, you can search for the company you want to link the code to. If no matching company or location is found, you’ll have the option to add a new company or create a new location.
