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How do I create a new company?

Open Company while signed in to an existing company, type the new code, Create, fill the name, client, time zone and head office address, and Save.

Screen
Company (Organizational Structure › Enterprise Structure)
Who
The implementation consultant
Takes effect
On save
Needs first
Client

Before you start​

  • The client exists on Client, with its languages.
  • You are signed in to a company whose data formats the new one should copy.

Steps​

  1. Open Company and press New.
  2. Type the Legal Entity code, for example PK01, and press Create.
    • The code cannot be changed later.
  3. Fill Name, Client and Time zone, and upload the logo.
  4. On the Address tab, add the head office and tick Primary Address.
    • Only one address may be primary, and one per country Primary For Country.
  5. Save.
    • The predefined data formats of the company you are in are copied to the new company.

Check it worked​

  • The new company appears in the Company list and on Application Data Format with its copied formats.
  • Users can be given rights in it on User.

If something looks wrong​

  • “Address - only one address can be marked primary”. Clear the extra tick.
  • The new company has no data formats. It was created while signed in to a company with none marked predefined.