Update Company

[To Define Financials Basics]

Usage

Use this window to update an existing company with new basic data. Two typical scenarios are as follows:

• An IFS Applications component, supporting the Company Template concept, is added to an existing installation. The Update Company window can be used to add basic data associated with the new component to an existing company.
• An upgrade to a new release of IFS Applications is performed. A lot of new basic data has been added to support functionality in different components. The Update Company window can be used to add all or part of the the basic data to an existing company.

It is important to note that only new basic data will be added to an existing company. Existing basic data will never be modified.

By default, the source for the update is the original source, i.e., a company template or an existing company. It is possible to select any template as the source for the update activity. If both the Source Company and Source Template fields are empty, then the company was originally created in a version of IFS Applications that did not handle Company Templates. This means that the source for the update must be defined manually.

By default, the update will not add any data to the company if basic data already exists. This is controlled by each basic data related Logical Unit.

The window also supplies the following features:

• Possibility to add data to a Logical Unit on key level, i.e., each basic data record in the source is examined and if it does not exist in the company it will be added.
• Possibility to select the Logical Units that are to be part of  the update.
• Possibility to create a difference template showing the basic data difference between the company to be updated and the source company or template.

Activity Diagrams

Create/Update Company

Activities

Configure Update Company
Select Logical Unit
Generate Difference Template
Use Difference Template
Start Update Company
Create Company in All Components