Enable the Multicompany Feature and Create the Initial Company

When you enable the Multicompany feature, you also create the initial company in your organizational structure. The organization code for this company becomes level one of your organization structure.

Prerequisites: Before you begin, back up your Vision database.

To enable the Multicompany feature and create the initial company, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Organization > General.
2. On the Organization General Setup form, click the Enable Multicompany button.

   A Password Required dialog box displays. This option is password protected to ensure that you consider the full implications of using this feature before you enable it. Contact Deltek Customer Care for a password.

3. Enter the password and click OK.
4. On the Enable Multicompany dialog box, enter settings and click OK.
   Vision creates the company code, making it the single top-level code for your organization structure. On the Organization General Setup form, Vision also:

   • Selects the Maintain separate balance sheets by Organization option. You cannot clear this option.
   • Disables the Default Organization field.
   • Displays in the Initial Company Code field the initial company code that you specified.
   By default, you see the following labels for the first level:
   • Singular Label = Company
   • Plural Label = Companies

     You can change these labels to conform to terminology used by your enterprise.

5. Click Save.

   Vision displays a prompt that asks you to confirm that you want to enable Multicompany and reminds you that doing so will make permanent changes to your database.

6. Click Yes to continue the process. After you enable the Multicompany feature, the Change Company utility becomes available. The name of the active company displays on all forms that are company specific and on the title bar of each screen.