Companies


In a Nutshell

It is in the Companies tab where you can view and manage Company information.

A Company is one of the key organizational units in Coresystems Field Service Management. One or more companies can be associated with an Account.


A Closer Look

When you navigate to the Companies tab and select a company, the application will display the following:

Company

Field Description
ID The unique ID of the company
Name The name of the company
Description A description of the company.
Industry If applicable, the industry with which the company is associated.
Time Zone The time zone in which the company operates.
Type The type of configuration associated with the company. Options include:
  • ERP: the company operates an Enterprise Resource Planner (ERP) system in the background.
  • Standalone: the company uses Coresystems Field Service Management as a "standalone" solution, and doesn't require a data connection to an ERP.

Maintenance

Field Description
Attachments Size The total amount of attachment data currently used by the company.
Database Name The name of the database associated with the company.
Database Password Updated If applicable, the date/time on which the database password was updated. The database password can be updated by selecting the Change Database Password option below.
Database Size The amount of data currently contained in the company database.
Deployment The current deployment state of the company and its database.
Full Text Search Enabled or Disabled. For each company database there is an elastic search feature to improve full text search capabilities. When Enabled, this feature will be active.
Security

Attention: the company security settings can only be modified by SAP Support.

Field Description
Strict Data Access Enabled or Disabled. When Enabled, company can only be accessed using strict password protocols.
Strict Mobile Encryption Enabled or Disabled. When Enabled, the mobile application can only be accessed using strict password protocols.

Business Rule and Notifications

From the Companies tab, you can navigate to the Business Rules and Notifications tab. It is here where you can create event-based business rules that can trigger reports, checklists, data object creation, notifications, and more.

For more information on the Business Rules and Notifications module, refer to the following topic.


Query API

From the Companies tab, you can navigate to the Query API feature. Here, you can build CoreSQL queries of cloud-based data, select Data Transfer Object (DTO) versions, and execute the queries. The application will respond in JSON format.

For more information on the Query API tool, refer to the following topic.