Define and modify company information

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Define and modify company information

In the Company Information dialog box, you can define the name and contact information of your company. The company information is used in all Tekla EPM modules when you create reports. You can also add multiple companies, if necessary.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Company Information.

The Company Information dialog box opens.

Add company information

  1. In the Company Information dialog box, click New.
  2. Add a description for the company.

    For example, Main.

  3. Define the company name, address, city, state, zip code, phone, and fax according to your needs.

    The company name is mandatory information. All other details are optional.

  4. To add a logo for the company, do the following:
    1. According to your needs, click one of the following buttons:
      • To place the company logo at the top of the reports, click Top Logo.

      • To place the company logo at the bottom of the reports, click Bottom Logo.

    2. Click Load From File.
    3. In the Open dialog box, browse to find the logo file, and select it.

      Note that the logo file needs to be a .bmp, .jpg, or .png file. We recommend using the .jpg format because logo files in any other format are converted to .jpg when you add them.

      The maximum height for the logo file is 3 inches, or 76,2 mm, at 96 pixels per inch. A maximum width is not enforced, but we recommend that you use a logo file that is narrower than the standard paper size of your company.

    4. Double-click the logo file, or click Open.
    5. Select if the logo should be aligned left, center, or right.

    The logo is added for the company.

    Note that if you want to use another logo file instead, you need to click Top Logo or Bottom Logo again, and click Clear in order to delete the current logo file.

  5. Click Add.

The company is added to the list.

Note that you can add multiple companies, if necessary. For example, if you want the Shipped From location to be something other than the address of your main company, you need to add another company with that name and address. These can be the name and address of a vendor or a supplier.

You can change which one of the available companies is used in the Report Types dialog box.

Set the default company

If you have added multiple companies, you should set one of the companies as the default company used in reports.

Note that you can only set the default company for the current user.

  1. In the Company Information dialog box, select the company that you want to set as the default company.
  2. At the bottom of the dialog box, click Set Selected As Default.
  3. To confirm using the selected company as the default option, click Yes in the confirmation dialog box.

The selected company is set as the default company used in reports.

Note that the default company is shown in the Default field at the bottom of the Company Information dialog box.

You can change which one of the available companies is used in the Report Types dialog box.

Modify company information

  1. In the Company Information dialog box, select the company that you want to modify.
  2. Modify the company description, name, address, city, state, zip code, phone, and fax according to your needs.
  3. To modify the logo for the company, do the following:
    1. According to your needs, click one of the following buttons:
      • To modify the company logo at the top of the reports, click Top Logo.

      • To modify the company logo at the bottom of the reports, click Bottom Logo.

    2. Click Clear to delete the existing logo file.
    3. Click Load From File.
    4. In the Open dialog box, browse to find the logo file, and select it.

      Note that the logo file needs to be a .bmp, .jpg, or .png file. We recommend using the .jpg format because logo files in any other format are converted to .jpg when you add them.

      The maximum height for the logo file is 3 inches, or 76,2 mm, at 96 pixels per inch. A maximum width is not enforced, but we recommend that you use a logo file that is narrower than the standard paper size of your company.

    5. Double-click the logo file, or click Open.
    6. Select if the logo should be aligned left, center, or right.

    The logo is added for the company.

  4. Click Save to update the company information.

Delete company information

  1. In the Company Information dialog box, select the company that you want to delete.
  2. Click Delete.
  3. To permanently delete the selected company and its information, click Yes in the confirmation dialog box.
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