Entity
| DMF | 090104 ADMINISTRATOR SETUP COMPANY |
It is possible to allocate all account maintenance documents to entities for analytical purpose (site, decision-making or profit center...).
This setup is available from Tools > Setup > General setup > Company > Entity.
Setting up the Details tab
Under the General information section, specify the following fields:
| Field | Description |
|---|---|
| Code |
Specify the code of the entity. |
| Validity end date | Specify a validity end date for the entity. When the end date has passed, the entity can no longer be used in projects record sheets. |
| Short name | Specify a short name for the entity. |
| Legal name | Specify a legal name for the entity. |
| Name (continuation) | If needed, specify an additional legal name for the entity. |
| (Value displayed in the search results) | This field is grayed out and allows you to see the name of the entity displayed in the search results of the Desktop Application. |
| Address (Location, Zip code / City, CEDEX, Department, Region, Country) | Specify the address of the entity. The GPS coordinates (Latitude and Longitude ) of the company can be specified by clicking on |
| Phone number | Specify a phone number for the entity. |
| Fax | Specify a fax number for the entity. |
| Website | Specify the URL address of the entity website. Click on the hyperlink to open the website in a new tab. |
Specify the email address of the entity. Click on the  icon to open a draft email in the email software. |
|
| SIREN # | Specify the SIREN number of the entity. |
| SIRET # | Specify the SIRET number of the entity. |
| Type |
Select the type of entity. Cost and profit centers are defined in the Cost/Profit centers tab (see Setting up the Cost/profit centers tab). Undetermined: The entity can be both a cost and a profit center. Cost center: The entity is a cost center. Profit center: The entity is a profit center. |
| Manager | Select from the help list the manager responsible of the entity. |
| Area 1 / 2/ 3 / 4 | Specify up to 4 areas for the entity. |
Under the Analytical grouping section, specify the following fields:
| Field | Description |
|---|---|
| Division |
Select from the help list the division to link to the entity. |
| Division grouping | If the selected Division is part of a division grouping, its code is automatically specified in this field. |
| "Arrival" project | Select from the help list the project to which link the management objects of the entity. |
| Linked projects families | Select from the help list the project family or families to link to the entity. |
Under the Customer receivables calculation parameters section, select the following options:
| Field | Description |
|---|---|
| Calculation method |
Select a calculation method for the receivables among the following options: With percentage-of-completion method - Only labor value is set: The calculation method is based on validated timesheets of employees. On progress - All project-related costs: The calculation method is based on the project costs of the entity. With completion method - Only labor value is set: The calculation method is only based on validated timesheets of employees. On completion - All projects costs: The calculation method is based on the projects costs of the entity. |
| Method modifiable at project level | Check this box in order to modify the calculation method on the project record sheet. |
| Time display unit |
Select the time display unit of timesheets on the entity: Hours: Times are displayed in hours. Days: Times are displayed in days. |
Setting up the History tab
The History tab allows you to specify amounts retrieved in the budget control and the analytical progress record.
Click on 
at the right of the table and specify for each line the following fields:
| Field | Description |
|---|---|
| Start | Specify a start date for the history. |
| End | Specify an end date for the history. |
| Amount (1 to 20) | Specify the amounts to take into account in the budget control and the analytical financial position for the relevant period. |
Setting up the Cost/profit centers tab
Prerequisite: The entity must be of Cost center or Profit center type.
This tab allows you to link an entity to one or various cost or profit centers.
Select in the Cost center or Profit center field the entity to which the entity must be linked. It is possible to link the entity to one or various cost or profit centers. Cost or profit centers linked are displayed in the table under the Linked cost centers or Linked profit centers.
To change the rank of a cost or profit center, click on 
or 
at the right of the table.
Modifying entities custom data at once
| DMF |
090178 ADMINISTRATOR SETUP BATCH UPDATE ENTITY |
Prerequisite: Custom data must be created (see Custom data).
Custom data can be modified on multiple objects or third parties at once.
| 1 | Start a search and select the results to modify. |
| 2 | Right-click on the selection and click on Edit custom data. |
The Modify custom data window opens.
| 3 | Check the custom data to modify and specify the new value for each checked element. |
| 4 | Click on Validate. |
Custom data are modified in the selected management objects.
