I am curious about multi-company setup and what it might take to set that up. I heard there’s quite a bit of setup for SSRS reports and DMTing over parts.
I have a single company set up right now. If I want another company with its own SOs, POs, Invoices, shipments, …, but no inventory or warehouses/bins, how much work would that be to set up? I have Rest API, DMT, and BPM/Customization experience.
Note, these companies would be in different countries and would have different currencies.
Just a rough estimate, is this something you recommend I tackle alone following some guide?
@masuphiber It’s really not that hard. As for a different country and currency - easy - just make those settings and it’s fine. To process transactions, the system doesn’t care what the currency code actually is - unless there are more than one.
The bigger question is - will there be intercompany transactions, or sharing of global entities like Vendors and customers? This takes a little more work to make it happen and the guide will be your best resource. I will suggest that you consider consolidating reporting - if you want it, I would make my GL’s the same and make them global in company 1, so that they all get pushed to company 2 even if an account or two isn’t going to get used, because you never know when they will want inventory all of sudden or something.
I would do most of the setup using the UI and not DMT to get the constructs, settings, GL, etc. all going. Then I would decide how much of the Customer/Vendor data needs to be duplicated. If you are sharing them, you can do a DMT to make them global in company A and I think you can do a second DMT to create & link them in Company B.
In our experience the Supplier Global link DMT did not properly make the connection and the post link syncing of data does not flow to the target after linking suppliers this way. All these items appear to complete properly without errors but updates to the data were not showing after the MCDS process ran. Required unlink and relink manually thru the UI.
We worked with support on this and they ultimately led us to just linking them thru the UI.
As @MikeGross says, the actual setup isn’t that hard. What IS hard is defining and then configuring the processes you want to use (if any) for intercompany transactions. Do your separate entities buy and sell goods between them? Do they share customers, suppliers, parts? Do you consolidate financial records?
My 2c,
If there is a need for different behaviour or default behaviour where BPMs etc have been added and setting the companiness correct then there is a bit of work to reconcile all of that. Not to mention any comustomisations/baqs that are malformed… i.e. not including company joins.
If doing DMT imports then you have to put in the companyid, as far as I recall it’s required anyway but just something to be mindful of
