Table of Contents
Overview
Where a number of Host Company share customers Person and Company you (your business/s) share Persons and Companies you create a shared scope.
- Do you have multiple companies that deal with the same customerDo you want person or company and want to maintain the Person and Company information in one place
- Note you will still have separate Creditor Maintenance and Debtor Maintenance in each host company
- Decide where information for invoices and other documents are to be sourced from and we can adjust the documents .
How to use Shared Entities Scope
- if required
Create a Name for the Shared Scope
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Reference on Host Company
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Global Entities
Shows a list of Persons and Company that have been made Global in the system To make a Person or Company Global in the system will allow the entity to be used in all Host Company
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Make Company or Person Global
Requires Secure Features#CanMakeGlobalEntities
Shared Entity Scope shows all global entities
