Edit a Company in the Project Directory
En version bêta
Une version remaniée de l’annuaire du projet est actuellement en version bêta et peut être activée avec Procore Explore.
Éléments à prendre en compte
Si votre entreprise a activé l’outil Intégrations ERP :
Si votre projet est configuré pour fonctionner avec un système ERP intégré, vous devez envoyer l’enregistrement mis à jour vers l’outil Intégrations ERP pour acceptation de son exportation vers votre système intégré. Voir Envoyer une entreprise Procore vers Intégrations ERP pour acceptation comptable.
Escalier
Accédez à l’outil Annuaire au niveau projet.
Cliquez sur l’onglet Entreprises ou Entreprises inactives .
À côté de l’entreprise, cliquez sur Modifier.
OU
Cliquez sur le nom de l’entreprise.Modifiez les informations de l’entreprise.
Coordonnées générales
Ajouter des utilisateurs à l’entreprise
Ajouter un certificat et un directeur d’assurance à votre projet ou à votre entreprise
Cliquez sur Enregistrer.
Coordonnées générales
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?.
Abbreviated Name. If you would like to create a shortened form for the business name, enter that here. In Procore, the abbreviated name will appear in places where the full name cannot be displayed.Note: There is a 10-character limit for this field.
DBA. Enter the Doing Business As name for the company. See Doing Business As.
Business Phone. Enter the primary telephone number in the NANP format (e.g., 805-555-0100). How you enter the phone number here determines how it will appear in Procore.
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).
Fax professionnel. Entrez le numéro de télécopieur principal de l’utilisateur en utilisant le format de numéro NANP (par exemple, 805-555-0100). La manière dont vous saisissez le numéro de télécopieur ici détermine la manière dont il apparaîtra dans Procore.
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).
Adresse e-mail. Saisissez l’adresse e-mail complète de l’entreprise (par exemple, info@example.com).
Country. Select the country name associated with the vendor/company address from the drop-down list.
Website. Enter the website address in this field (e.g., www.example.com).
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).
Primary Contact. Select the name of the primary contact for the company. For a name to appear as a selection in this list, the contact's user account must be added to the Company Directory. See Add a User Account to the Company Directory. In addition:
The Primary Contact will receive an automated email notification within two (2) weeks of an insurance policy's expiration date, if the Send Expiration Notification? check box is selected. See Add Insurance for a Vendor in the Company Directory.
The Primary Contact will NOT be listed in the Company level Admin tool's Insurance Notification Emails list.
Project Roles. Select a project role from this list. The selections in this list are created by your company's Procore Administrator. To learn how to create project roles to meet the needs of your organization, see Add a Custom Project Role.
Tags/Keywords. Enter any desired tags or keywords in this box. To understand how tags/keywords work in Procore, see How do I use Tags/Keywords in Procore?
License Number. Enter the company's contractor's license (e.g., this is license number that has been issued to the vendor/company by the state's licensing agency or board).
Entity Type. Depending on your country, select either Australian Business Number (ABN) or Employer Identification Number (EIN). Then type the identifying number in the box provided.
The ABN option was designed for use by Procore customers in Australia. After a company and its ABN has been added to the Directory, the Verify ABN button is available to check the status of the ABN using the Australian Government's ABN Lookup system. For details, see How do I verify an Australian Business Number (ABN)?Syndicat. Indiquez le nom complet du syndicat associé à l’entreprise (par exemple, Association internationale des métallurgistes, Union internationale des peintres et métiers connexes, etc.).
Ajouter des utilisateurs à l’entreprise
Accédez à l’outil Annuaire au niveau projet.
Cliquez sur l’onglet Utilisateurs .
À côté de l’utilisateur, cliquez sur Modifier.
OUCliquez sur le nom de l’utilisateur.Sélectionnez l’entreprise dans le menu déroulant « Nom de l’entreprise ».
See Also
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