Enter Basic Data Synchronization
Explanation
This activity is used to set up a relation between a source company and
target company/companies. The set up can be used when creating or updating basic data
for multiple companies.
Prerequisites
This activity has the following prerequisites:
- Access to selected companies which should be included in the Basic
Data Synchronization set up.
- For Code Part Values, Code Part Function must be equal to No function,
Currency balance or Internal.
- For Accounts and Account Groups, Basic Data Synchronization only
function when single company is viewed.
System Effects
As a result of this activity:
- A connection between a source company and target company/companies is created
for one or several basic data windows. The set up can be used when creating
or updating basic data for multiple companies.
Window
Basic Data Synchronization,
Accounts,
Account Groups,
Code Part Attributes,
Code Part Attribute
Connection,
Attribute Value,
Combination Rules,
Code Part
Values,
Combination Control Types,
Company
Attribute Translations,
Posting Control,
Posting Control
Details,
Posting Control Details Specification,
Payment Term,
Payment Terms,
Payment
Vacation Days,
Payment Term
Discount, Tax Codes,
Posting
Control Combination Details
Related Window Descriptions
Basic Data Synchronization
Procedure
To perform this activity:
Open Basic Data Synchronization window.
- Enter a Source Company.
- Select the Target Companies that should be included in the copy process by
selecting the check box Include in Copy.
- Select the check box Include in Copy for the windows
that should be included in the Basic Data Synchronization set up.
- Select the check box Only Source Company if entries or
updates are only allowed from the source company and not from the target
company for this window.
- From the dropdown menu Update Existing, choose one of the
following alternatives:
No Update: If records already exist in the target company, no
updates should be done from the source company.
Update All: If records already exist in the target company, all
field should be updated from the source company.
- Press Save to save the Basic Data Synchronization set
up. The set up is now in status Planned.
- To use the Basic Data Synchronization, change the status to Active
by right click and choose Set Status Active.