Table of Contents

See also Managing Franchises

The GL in a shared instance

The GL is the same for all companies in a shared instance - Each company can hide or rename the GL codes

An example of an account you will need to rename is "Bank 1" - you will want to rename it to have your bank account name

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Role Definitions in a shared instance

Roles definitions are shared - so each business has the same role capabilities

A role gives access to screens and Secure Features

Franchisors can modify and adjust roles and this will affect all franchisees

Article and Services Definitions in a Shared Instance

Item definitions are shared - so each business does not have to manage item definitions independantly

• A change in the definition of an Article is reflected every where

Business Logic in a shared instance

Many organisations in a shared instance are using the same business logic for example they are all owned by the same organisation - or are part of a franchise group.

If there are any custom classes for this organisation it will be referenced in each host company.

when business logic is different

Each business may use a different variant on a form to do things - and hence the system will behave differently for them.

The variation on the code and forms used is linked in the Host Company.

• when a user requests a form (eg from the many forms involved with sales orders) the system will first look in the custom class and if it finds one will present that instead of the default

• when a user enters information into a field or selects a menu action - the system first checks if any custom sales order class specifies an action - if not it will action the default action

In this way the system will appear different and may do different things for each company

Each company may have a different entries in the Custom types - or simply use different screens that any other company could get to.

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