How to...

After you set up the initial company, you can add companies, grant security access to them, set the default company, and specify intercompany accounts.

Related Topics:

  • Add a Company
    After you enable the Multicompany feature and create the initial company, you can add more companies. You must create a separate company record for each company in the enterprise.
  • Copy a Company Record
    To add a new company, you can copy an existing company record and modify data, instead of creating a record from scratch.
  • Grant Security Access to Companies
    When you first enable the Multicompany feature, no security roles have access to any companies. You must specify which security roles may access which companies' data.
  • Restrict Access to Projects Based on Company
    By default, each project, phase, and task is available to be used by any company in the enterprise. However, you can restrict access to a project, phase, or task to only certain companies.
  • Grant Access to Accounts Based on Company
    By default, each account you create is unavailable to any company, including the active company, until you specify access rights for it. You must specify which companies can access each of the accounts you create.
  • Grant Access to Intercompany Accounts Based on Company
    By default, each account you create is unavailable to any company, including the active company, until you specify access rights for it. You must specify which companies can access each of the intercompany accounts you create.
  • Select the Default Company and Intercompany Accounts
    When you set up Organization Reporting, you must identify default company accounts and intercompany accounts in the Company Settings part of Accounting Configuration.
  • Select an Organization for Intercompany Postings
    For each company, including the initial company, you must specify the organization to receive the implicit side of intercompany postings.
  • Modify Organization Names
    You can modify the name of an organization to reflect the company to which it belongs. This is useful when you want to define company-organization relationships.
Parent Topic: Setting Up Organization Codes for New Companies