Copy to Companies

Explanation

This activity is used to include selected companies in both manual and automatic copy process. When using this activity it is also possible to choose if existing records should be updated or not.

Prerequisites

This activity has the following prerequisites:

• Access to the selected companies.

System Effects

As a result of this activity:

• Selected data is copied or updated to selected Companies.

Window

Account Groups

Related Window Descriptions

Copy to Companies

Procedure

To perform manual copy:

1. Open the Copy to Companies dialog.
2. Select the Companies that should be included in the copy process by selecting the check box Include in Copy.
3. From the dropdown menu Update Existing, choose one of the following alternatives:
   
    No Update: If records already exist in the target company, no updates should be done from the source company.
    Update All: If records already exist in the target company, all field should be updated from the source company.
4. Press OK to proceed with the copying process.

To perform automatic copy:

1. When updating or creating a new basic data in the source company, the dialog Copy to Companies should be opened during save.
2. Target companies which are set up in the Basic Data Synchronization are pre-selected. Select or unselect the companies by select the check box Include in Copy.
3. From the dropdown menu Update Existing, choose one of the following alternatives:
   
    No Update: If records already exist in the target company, no updates should be done from the source company.
    Update All: If records already exist in the target company, all field should be updated from the source company.

To remove a basic data:

1. Open the basic data window in which you want to delete a record.
2. Search the record(s) that you want to delete. Click Delete and Save the changes.
3. Select the Include in Copy check box in Copy to Companies window to remove the selected record from companies.
4. Press OK to save the information and return to the basic data window.

Note: To remove a basic data from multiple companies a relation ship should be defined in Basic Data Synchronization window and removal should be initiated from the source company.