Copy to Companies
Explanation
This activity is used to include selected companies in both manual and
automatic copy process. When
using this activity it is also possible to choose if existing records should be
updated or not.
Prerequisites
This activity has the following prerequisites:
- Access to the selected companies.
System Effects
As a result of this activity:
- Selected data is copied or updated to selected Companies.
Window
Account Groups
Related Window Descriptions
Copy to Companies
Procedure
To perform manual copy:
- Open the Copy to Companies dialog.
- Select the Companies that should be included in the copy process by
selecting the check box Include in Copy.
- 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 OK to proceed with the copying process.
To perform automatic copy:
- When updating or creating a new basic data in the source company, the
dialog Copy to Companies should be opened during save.
- Target companies which are set up in the Basic Data Synchronization are
pre-selected. Select or unselect the companies by select the check box
Include in Copy.
- 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.
To remove a basic data:
- Open the basic data window in which you want to
delete a record.
- Search the record(s) that you want to
delete. Click Delete and Save the changes.
- Select the
Include in Copy check box in Copy to Companies window to remove
the selected record from companies.
- Press OK to save the
information and return to the basic data window.
Note: To remove a basic data from multiple companies a relation ship should
be defined in Basic Data Synchronization window and removal should be
initiated from the source company.