SDM-DesignTracker 5.0 User Guide - MKS

Working With Companies, Divisions, and Departments
This function is used to establish specific identification for each company. The
function allows you to create, change, copy, delete, and display SDM-DesignTracker
company records. Optional divisions and departments can also be defined for each
company.
It is easier to manage a specific request when it can be tracked by a
company/division/department. User profiles required for the approval of a service
request and/or design request can be tied to the specific company, division,
department, or any combination of each. It is possible to use the company, division,
or department to display service requests and design requests, as a filter on the
service requests and design request reports, and to filter the display of service
requests and design requests by company.
This is an optional function that is typically performed by the SDM-DesignTracker
System Administrator at the beginning of setup.
To work with companies, divisions, and
departments:
1. From the SDM-DesignTracker main menu, Type option 20, Setup
Menu, and press ENTER. The Setup Menu displays.
2. From the Setup Menu, type option 25 and press ENTER to display the
Work with Companies panel.
This function can also be accessed using the Work with Companies
command DTWRKCMP.
3. If creating a new company, type 1 in the Opt field to display the Create
Company panel.
To display a specific company at the top of the list, enter the company
name in the Company field and press ENTER.
If you want to perform a different function, you can select 2=Change,
3=Copy, 4=Delete, or 5=Display.
4. Type the following information:
a) Company name - this is a required field.
b) Short description (displays on selection panels)
5. Press ENTER to process your entries. The panel remains displays for
additional entries.
6. Press F12=Cancel to redisplay the Work with Companies selection
panel, or F3=Exit to redisplay the Setup Menu.
Chapter 3 Setup Tasks • 29