Generate Difference Template

Explanation

Use this activity to create a difference template that shows the basic data differences between a company and a source company or source template.

The difference template helps you get a clear view of what an update of a company really means. The basic data differences will be displayed per active Logical Unit and will show the basic data in the source company or source template that does not exist in the company to be updated. Thus the displayed data might be added during the process, all depending on how the update is configured. Regarding this last point, you must consider the following: 

• If you select the difference template to be the source for the update, then only template difference basic data that is designated as active in the Selected column will be part of the update.
• Only Logical Units that have been selected in the Select LU to Update Company dialog box (launched from the Update Company dialog box) will be part of the process.
• Should data be added only to Logical Units that have no data defined for the current company?
• Should data be added to a Logical Unit even if it is not empty? If so, should the update affect only account related Logical Units, only non-account related Logical Units, or both?

Prerequisites

A company to be updated must be available. If the company has no defined source company or source template then a source template must be specified in order to perform the difference step.

System Effects

The activity will create some temporary templates that are active only during the Update Company process. One of these templates is the difference template that can be used as the source for the update.

Window

Company

Related Window Descriptions

Update Company 
Generate Difference Template

Procedure

1. Find the company to be updated in the Company window.
2. Right-click and then click Update Company to open the Update Company dialog box.
3. Click the button Generate Diff that opens the Generate Difference Template dialog box.
4. In the dialog box, click Generate Diff to begin generating the difference template.
5. When the difference template ready you can examine the differences. This is done per Logical Unit. Click in the Selected column to select or unselect basic data listed in the difference template that should be part of the update. Thus you can specify exactly which of the differences should be in the update of the company.
6. Click Save to save the changes you made to the difference template.
7. When you are finished with your selections, click Use Diff Template to return to the Update Company dialog box, where the difference template will be defined as the new source for the update.
8. Clicking Cancel returns you to the Update Company dialog box without saving any un-posted changes and also resetting the state in the dialog box to what it was before entering the Generate Difference Template dialog box.