Choose Company Template
Explanation
This activity is used to specify the company template to be used as the source when creating a
new company.
The company template marked as the default template will be suggested
automatically. The installation may contain several
company templates, and it is important to select the most accurate template to
get a company with expected contents. Some of the templates are system defined company
templates that are defined during installation/upgrade.
All other company templates are user-defined.
Prerequisites
- The company ID, company name, and information
on whether the
company is a template company must have been previously
defined.
System Effects
- The specified company template will be used by all
active components supporting the Create
Company process, and the basic data in the template will be used to create company
related basic data in these
components.
- If the installation consists of a mix of components from different IFS Applications
baselines that support the Create Company process in different ways, then a
message box
will appear to notify the user of this situation. The creation of a company may, in this
case, result in inconsistency and errors.
- The company will always be created even if the selected template is not consistent with
the business logic of the Application.
Window
Create Company
Assistant
Related Window Descriptions
Create Company
Assistant
Procedure
- Make sure you know the purpose of the company to be created.
- Enter the template ID to be used as a source for the
create company process. Make sure
to select a company template that reflects the purpose of the new company as
accurately as possible.
- Go to the next page, return to the previous page, or cancel.