3. Multi Company – Orders and Invoices

Multi Company – Orders and Invoices #

How does an order or invoice belong to a certain company? #

Each quote, sales order, purchase order, sales invoice and purchase invoice has a “theme”. The theme sets the visual appearance to the customer for instance on the order acknowledgement report and includes the logo and the footer.

The hierachy of the multi company set up that each theme belongs to only one business unit and only one company. Depending on the set up it might be that one company had only one business unit and only one theme, so this will be very simple.

The when creating a new sales order or sales quote, the theme is the default theme of the location of the user entering the order. The default location of a user is set in Admin – Users. This location belongs to a business unit and can be seen from the partner card of the location.  The business unit has a default theme.

On a sales order the business unit / theme is set from the control at the bottom of the header tab. Note that if a business unit only had one theme then the control will only show the business unit. If a company has only one business unit then it will only show at company level. This is to simply the list of choices. In practice in your own implementation then the data will be clear.

In some cases it is not possible to change the value. For instance if an invoices has had lines it is possible to change the theme but not the company.

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Drop down lists of locations #

In sales orders, a user with rights to other companies or business units needs to see inventory locations external to their own business unit so they can sell from there. For instance when entering a sales order for a drop shipment in a sales company’s territory. This is based on the stock availability check box. A user in the Warehouse section can only receive or sell  to the locations in their bu or company.

Report filters #

Many report selectors have a filter for All companies / Company / Business unit. This will limit the display of the results to the selected level. The use of these filters are aware of the user’s multi company rights so that a user with limited rights can not see data from outside of their business unit or company.

Filtered:

• Sales orders
• Sales quotations
• Direct sales
• Purchase orders
• Dispatch
• Receipt
• Material transfer
• Customer return
• Production work orders
• Service work orders
• Work cells
• Sales invoices
• Purchase invoices

Not filtered:

• Projects
• Agreements
• Sales forecasts 
• Product tracking (i.e. serial number history