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

1. Make sure you know the purpose of  the company to be created.
2. 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.
3. Go to the next page, return to the previous page, or cancel.