Ajouter une entreprise à l’annuaire de l’entreprise
Background
Create a company record for every subcontractor, supplier, vendor, and entity you work with. Each record centralizes information like addresses, contacts, project details, bidding history, and insurance information, providing a comprehensive overview. Company records can be added to the project level Directory tools for a streamlined workflow.
Things to Consider
When a new company to the Project level Directory tool, a new record is automatically created in the Company level Directory tool.
'Admin' level users can request a vendor import to the Company Directory by contacting your Procore point of contact or sending an email to imports@procore.com. You can also perform your own vendor import using the Procore Imports App.
If your company has enabled the ERP Integrations tool:
If a company in the Company level Directory is added as a company on an ERP-integrated project, you will need to send the company record in the Company level Directory to the ERP Integrations tool where it must be accepted for export to your
by anDans Procore, le terme Système ERP intégré est utilisé pour désigner les applications logicielles de planification des ressources d'entreprise (Enterprise Resource Planning – ERP) qui peuvent être configurées pour échanger des données entre Procore et une application prise en charge utilisant l'outil Intégrations ERP au niveau Entreprise. Voir Quelles intégrations ERP sont prises en charge par Procore ?
. See Send a Procore Company to ERP Integrations for Accounting Acceptance.Dans Procore, un approbateur de comptabilité est une personne ayant l'autorité d'accepter et de rejeter les données Procore pour l'exportation vers un système ERP intégré. Les approbateurs de comptabilité peuvent dissocier plusieurs types d'éléments, tels que les engagements, les ordres de changement de l'engagement, les ordres de changement au contrat principal et les factures de sous-traitants, qui ont été synchronisés entre Procore et un système ERP intégré. Voir Quelles intégrations ERP sont prises en charge par Procore ?
Steps
Navigate to the Company level Directory tool.
Click Add Company.
Limited Release
This workflow is currently available in English in the United States and Canada. Learn more.
Enter the 'Company Name' and click Search to search for the company in the Procore Construction Network.
From the search results, take one of the following actions:
Click Add next to the company you want to add to your directory.
Note: The company is added as aand the company's name, address, website, and phone number are added to your directory. You can update the company's information in your directory.Une entreprise connectée est une entreprise ou une organisation qui est répertoriée sur le Réseau de construction de Procore et ajoutée en tant qu'entreprise dans votre outil Annuaire au niveau Entreprise. Bien que vous puissiez modifier et gérer certaines informations de l'entreprise dans votre outil Annuaire au niveau Entreprise, l'entreprise dispose également d'un profil public avec les informations qu'elle gère.
Click Add Company Manually to continue adding the company.
Complete the data entry as follows:
Name. Enter the full legal business name for the company (i.e., subcontractor, vendor, or supplier). This is a required field.Notes:
If you plan to export vendor records to an integrated ERP system, the 'Company Name' field has specific maximum character length limits that have been specified by each system's vendor (par exemple, intégration par Procore : Viewpoint® Spectrum®, intégration par Procore : Vista®, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE,® etc.). For details, see What is the maximum character length for a 'Company Name' in the Directory tool?
Because your organization might work with a wide variety of vendors in diverse locations, the Company Directory does not require a unique 'Company Name' value. This is because two (2) vendors might share the same name, but be independently owned and operated in different locations (e.g., a subcontractor named 'AAA Plumbing' in California may be a separate business entity from the 'AAA Plumbing' in Arizona).
If you are responsible for adding companies to a Procore project, its important to be aware that when you add company records to a project, it can result in the appearance of 'duplicate' records for a single business entity in the Company Directory. For information, see What happens if I have duplicate records in the Company Directory?.
Phone. Enter the primary telephone number in the
format (e.g., 805-555-0100). How you enter the phone number here determines how it will appear in Procore.Le plan de numérotation nord-américain (North American Numbering Plan – NANP) est un plan de numérotation téléphonique comprenant 25 régions dans 20 pays. Voir nanpa.com.
Fax. Enter the primary facsimile number using the
number format (e.g., 805-555-0100). How you enter the fax number here determines how it will appear in Procore.Le plan de numérotation nord-américain (North American Numbering Plan – NANP) est un plan de numérotation téléphonique comprenant 25 régions dans 20 pays. Voir nanpa.com.
Address. Enter the business address (e.g., address and street name) for the company (e.g., 123 Main Street, 333 South 14th Avenue, and so on).
City. Enter the full city name (e.g., Los Angeles, Santa Barbara, and so on) for the vendor/company address (Note: Always spell out the full city name and do NOT enter abbreviations).
Country. Select the country name associated with the vendor/company address from the drop-down list.
State. Select the state associated with the vendor/company address from the drop-down list.
ZIP. Enter the five (5) digit ZIP code associated with the vendor/company address (Note: If your company prefers to use the complete 9-digit ZIP Code format, you can also enter the ZIP+4 code if desired).
Click Create.