Configure Update Company

Explanation

The Update Company feature is useful in the following cases:

The upgrade mechanism makes it possible to add company-related basic data automatically (rather than doing so manually). Note that this feature does not update any existing data in a company; it only adds new basic data.

Prior to performing the update, you need to consider the following: 

If a company was originally created in the 2001-3 release or earlier, then the From Company and the From Template ID fields will be empty in the Update Company dialog box. This is because there was no Company Template feature in those releases. If this is the case, you must select a Company Template as the source for the update. Choose a template that is most compatible with the installation, i.e., choose the standard company template that is built to fit the needs of the current company.

If a company was originally created in a release later than the 2001-3 release, then the source company or source company template that is used to create the current company will be displayed in the dialog box. A natural choice is to also use the original company source when upgrading the current company.

In any case, you can select any existing company template as the basic data source. The template should be selected with care.

Two different update mechanisms are supported:

Since an update on the key level may cause some inconveniences, there are two possible options related to this type of update:

The following special company update configuration is also available:

You should determine the purpose of the update and then configure the parameters and options in the best possible way before starting the update process.

Prerequisites

An active company must exist and you should want to add new basic data (normally for one of the following reasons):

System Effects

The configuration will affect how the update process is executed. It is important to note that the process only adds new basic data to an existing company. Existing data is never modified or removed.

Window

Company

Related Window Descriptions

Update Company 

Procedure

  1. Query for the company to be updated in the Company window.
  2. Right-click, and then click Update Company.
  3. Decide if an update on the key level should be performed, and in this case decide if  the update should affect non-account related Logical Units, account related Logical Units, or both.
  4. If needed, define a company template as basic data source.
  5. If needed, perform special configuration such as:
  1. Click OK to start the update process.