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Link to Application Company

Article Number: 330 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 4:36 PM

Datafile Software

Link to Application Company

The Invoicer and Order Processing applications allow you to link that application to the ledgers of another company. This allows different configurations of these applications to meet different requirements whilst still updating the same Sales, Purchase, Nominal and Stock ledgers.This new feature adds a similar feature to the Sales and Purchase ledgers assuming you are sharing the same sales/purchase databases between the companies.

Whilst previously you could have two separate companies using the same databases they would each use their own accounting calendars, meaning you’d have to run the period end in one company, and move the period on manually in another – a recipe for problems.This feature allows you to have separate companies with their different user interfaces, but to share the same databases and accounting calendar.

Installation

The Sales/Purchase System Profiles include a new parameter on screen 1 to allow the link to another company.

Use period dates from another company – enter the three letter company code you wish to link to for the accounting calendar.

Notes

If set the cross-company link option for the Sales Ledger, then you must also set the same cross-reference in the Purchase Ledger (and vice versa) if the application is in use.

Unlike the existing cross-reference options for Invoicer, SOP and POP only the company period/dates are read from the cross-referenced company, the reference number sequences are company specific, as are the saved document files.

When set the period end options for the automatic period end reports, update to nominal ledger and the period end itself will warn that they cannot be run within this company.

Within the Nominal Ledger and Cashbook no routine can be run – you will be warned to run in the ‘main’ company.

If set within profiles for Sales/Purchase then Invoicer, Sales and Purchase Order Processing, Invoice Costing, Invoice Generator and the Batch Updates will all read the period dates from the cross-linked company.

With regards to stock updates Invoicer, SOP and POP will all reference the cross-linked company for the stock period dates. However, Stock Control itself, Bill of Materials and Stock Batch Update would all continue to update based on this company. Accordingly you should password protect stock transaction generation and period end routines in this company if linked to another in the SL/PL profiles.

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