In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with
Procore Explore.
背景
你可以将单个公司添加到项目级别目录中。添加到项目目录的任何公司也将添加到公司级别目录中。
需要考虑的事项
- 所需用户权限
- 当你将新公司添加到项目目录时，该公司也会添加到公司级别目录工具中。为避免在公司目录中创建重复的公司条目，建议你在输入公司名称时，等待自动填充功能显示公司目录中的匹配条目列表。然后选择适当的匹配项（如果存在）。
- 对于使用的公司
ERP集成工具:显示/隐藏
- 如果贵公司已启用 ERP 集成工具并且你已将数据与你的集成 ERP 系统同步，则与你的系统同步的供应商/公司名称旁边会出现一个绿色的 ERP 横幅。
- 在将公司添加到项目目录后，系统还会将该公司添加到公司级别目录工具中。你需要将公司级别目录中的记录发送到 ERP 集成工具，由会计审批者接受以导出到你的集成 ERP 系统。请参阅将 Procore 公司发送到 ERP 集成进行会计验收。
步骤
- 导航到项目级别目录工具。
- 在右侧边栏中，点击添加公司。
或者
-
限定发布
此工作流目前在美国和加拿大仅以英语提供。了解更多。
输入"公司名称"并点击搜索，首先在公司级别目录中搜索公司。 你可以按公司名称搜索。 从搜索结果中，执行以下其中一项操作:
- 点击要添加到目录的公司旁边的添加到项目。
- 点击 搜索 Procore 建设工程网络以添加在Procore 建设工程网络上列出的现有公司。 找到该公司后，点击添加到项目。
注意:该公司将添加为关联公司，并且公司名称、地址、网站和电话号码将添加到你的目录中。 你可以更新目录中的公司信息。
- 点击新建公司以在目录中新建公司。
- 在“将公司添加到[项目名称]”窗口中，按下述方式完成数据条目：
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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 (e.g., Integration by Procore: Vista Spectrum®, 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?.
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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.
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Business Fax. Enter the user's primary facsimile number using the NANP number format (e.g., 805-555-0100). How you enter the fax number here determines how it will appear in Procore.
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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).
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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).
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Country. Select the country name associated with the vendor/company address from the drop-down list.
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State. Select the state associated with the vendor/company address from the drop-down list.
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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).
- 点击创建。
- 继续更新公司的联系信息。
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