Company setup questions
The questions clients actually ask about setting up a company, users and approvals. Each answer is short and ends with the page that goes further.
Can one installation run several companies?
Yes. Each company is a record on Company, all under one Client. A user is given roles per company on User and opens in the Default Legal Entity. Tick Required Company Name in Transactions Screen on each company so users see which one they are in.
Which masters are shared by all companies, and which are per company?
Business units, business areas, functional areas, departments, countries, cities, units and industries are shared. Sales and purchase organizations, responsibles, categories and the module settings are per company: their lists show only those of the company you are in.
How do I copy the setup of one company into a new one?
Sign in to the company to copy, then create the new one on Company. Only its predefined data formats are copied. Everything else (settings, organizations, number range lines with a company) is set again; a number range line with no company applies to every company.
Why can a user not see a screen I gave them?
The role is in another company than the one they are signed in to, the screen is not in the client’s Client Object list, or the screen itself does not allow that right (a role cannot give Reverse on a screen without Reverse). See Roles.
Can I change a standard role?
No. Clone it into a company role and change the copy. See How do I change a standard role?.
How do I force strong passwords and expiry?
On System Administration Setting, Security tab. See How do I set the password rule?.
Do the SMTP fields on Company send our mail?
No. Nothing reads them. Outgoing mail is configured on the server by support.
Can two approvers in the same step both have to agree?
Yes: put both in the same Sequence on Approval with weightage 50 each; the weights of a step with two or more users must add up to at least 100.
How do I remind people before a due date?
A Date Notification Rule on the screen, watching the date field, with reminder days ticked. See How do I send a reminder or an alert by email?.
What do Business Area Dimension, Functional Area Dimension, Sales Office, Sales Zone, Status, Category Pricing and Calender Date Template do?
Nothing today: no other screen reads them. They can stay empty.
How are document numbers made?
By a Number Range tied to the screen on Process Number Range. See How do I number documents?.
Can we renumber invoices so they run in date order?
Yes, with Rearrange Transaction, for vendor and customer invoices, payments, collections, inventory documents and general vouchers, per year or period. It cannot be undone.
Can we delete a posted entry instead of reversing it?
Only if Allow to Delete Posted Entries is ticked on Client Customization. Reverse is the normal way.
How many decimals do quantities keep?
The Rounding Precision of the inventory unit on Unit decides how converted quantities are rounded. How many decimals amounts show is set per company on Application Data Format.
If something looks wrong
| Message | Cause | Fix |
|---|---|---|
| Please define Default Legalentity Rights | The user’s default company has no role and no special duty | Add a role line for that company on User |
| Interface Model cannot be Empty | The user has no Interface line | Add one on the Interface tab |
| User Name: … - Remove Space From User Name | The login has a space | Type it without spaces |
| User Cannot be Delete Becuase It already use in Approval | The user is an approver | Block the user instead |
| Password must have … | The password breaks the password rule | Choose one that meets it |
| Choose a password you have not used in your last … passwords. | The rule remembers earlier passwords | Choose a new one |
| … is a standard role: ABS keeps it up to date. Clone it to make a company role you can change. | A standard role cannot be changed or deleted | Clone it |
| Line ID: … - Role … This Object does not Exits in System | A role line names a screen that does not exist | Remove the line |
| User Profile shows your own login only. | Maintain User Profile was asked for another login | Use User instead |
| User Parameter Value - Line ID: … is duplicated with Line ID: … | Same company, screen and field twice | Remove one |
| Parameter Profile - Line ID: … is duplicated with Line ID: … | Same company, screen and field twice in a profile | Remove one |
| Basic Data Lines cannot be empty | A parameter profile with no lines | Add a line |
| Number Range - cannot delete this Account as it's predefined | The range ships with the product | Leave it |
| Line ID - … Rule Type cannot be empty | A number range part has no type | Pick the part |
| No number range is assigned to … | The screen has no line on Process Number Range | Add the line |
| Number range is not defined for Scheduler (OSSC) | Scheduler has no number range line | Add one on Process Number Range |
| A schedule is changed or removed by the user who made it, or a consultant. | Someone else’s schedule | Ask its owner |
| Address - only one address can be marked primary | Two primary addresses | Clear one |
| Address - only one address can be marked as primary for country, based on Country | Two primary addresses in one country | Clear one |
| country cannot be empty | Primary For Country without a country | Pick the country |
| Line ID: … - Contact Nature cannot be empty. | A contact line without its kind | Pick the kind |
| Contact - only one contact can be marked as primary, based on Contact Nature | Two primary contacts of one kind | Clear one |
| AI Agents - Line ID: … - an AI tool needs a code, a provider and a model. | An incomplete AI tool line | Fill all three |
| Business Unit: … already exists. / Name: … already exists. | Code or name of a business unit taken | Use another |
| Site - atleast one site can be marked default | Sites listed, none default | Tick one Default |
| Site - only one site can be marked default | Two default sites | Keep one |
| Sales Organization Lines cannot be empty | The sales setting requires the structure | Add a sales organization to the group |
| Sales Organization - only one sales organization can be marked default | Two defaults on a sales group | Keep one |
| Sales Taker - only one sales taker can be marked default | Two primary sales takers | Keep one |
| Inter Company Order: Sales Organization is not Configure correctly | No inter-unit line for the order’s organization and group, or no default site | Add the line on Inter Unit Sales Organization |
| Inter Company Order: Purchase Organization is not Configure correctly | Same, buying side | Add the line on Inter Unit Purchase Organization |
| Line ID: … is duplicated with Line ID: … | The same line twice (sales structure, contact kinds, HS codes) | Remove one |
| Cannot Delete, Already referred in Resource Group | The cost object is used | Remove it from the resource group first |
| Cost Object Group - Lines Data cannot be Empty | No cost objects on the group | Add one |
| Category Cannot be Duplicate | The category code is taken in this company | Use another |
| Catogery - Category used in Project Management | A project uses the category | Keep Project Accounting ticked |
| Cost Price cannot be negative. / Sales Price cannot be negative. | A negative price | Correct it |
| Registration Group for this category is already exists | One group per registration category | Use the existing group |
| Index: … already exists. | Another registration group has that index | Pick another |
| Basic Data - Line ID: … - Registration Number cannot be empty | A registration line without a number | Type it |
| Registration Authority - … of Registration Group - … of Registration Number must be unique | Another party of the same kind has the number | Check the number |
| NIC is not in correct format #####-#######-# | A national identity number without its dashes | Type it in the shown format |
| Basic Data - only one Registration Group can be marked as primary | Two primary lines of one group | Keep one |
| Country- cannot delete this Country as it's predefined | Shipped with the product | Leave it |
| Calendar - Line ID: … overlaps with Line ID: … | Two date ranges overlap | Correct the dates |
| Line ID: … - Time Out must differ from Time In | A working day of zero length | Correct the times |
| Approval - Sequence: … - Total weightage of all users must not be less than 100 | The weights of a step add up to less than 100 | Raise them |
| Approval - Sequence: … - Weightage of a single user cannot be more than 100 | One approver above 100 | Lower it |
| Approval - Line ID: … - Username cannot be empty | An approver line without a user | Pick the user or tick Reporting To |
| Trigger Condition - Line ID: … - … cannot be both … And …. Use OR to allow either | Two “is” values on one field joined by AND | Join them with OR |
| Similar Approval. already exits | The approval code is taken | Use another |
| Similar Transaction. already exits | The movement or assignment number is taken | Use another |
| A company board is made or changed by a consultant only. | A user tried to change a company board | Ask a consultant |
| A view another user keeps is changed by that user or a consultant. | Someone else’s view or board | Ask its owner |
| Saving or removing a view for the whole company needs the right on Company Stored Views and Layouts (OSCV), given through a role. | No company-view right | Get the right through a role |
| Documents - Line ID: … - Document Template … does not exist or is not active. | The template is missing or inactive | Fix the template |
| A document template needs at least one signer role - otherwise there is nobody to send it to. | No signer roles | Add one |
| This request carries no signed-in user. | The session has expired | Sign in again |
| You do not have the right to upload files. | No create right on File | Get the right |
| A file with that name already exists here. | Same file name in the folder | Rename it |
| That folder does not need approval - move the file there. | The folder is not under approval | Move the file instead |
| Delete the folders and files inside this folder first. | The folder is not empty | Empty it first |
| Posted transaction cannot be deleted | Deleting posted entries is not allowed | Reverse it |
| Field Data Format Cannot be Duplicate | The format already exists | Edit the existing one |
| A report is configuration: it is saved on development only. | Report saved at a client | Use Client Report Design |