Create Company In All Components

Explanation

This is the main activity in the Create/Update company process. All data defined during the previous activities will now be sent from the client to the business logic server, and processed by all components supporting the process in order to create basic data for the company.

Prerequisites

• Company ID, name, and information on whether the company is a template company or not must have been previously defined.
• The company source, a company template, or an existing company, must have been previously defined.  
• If you need to create language translations for the company, the languages must have been previously defined.
• Detailed data for the company must have been previously defined.
• The activity must be triggered either when creating a new company or when updating an existing company.

System Effects

A company will be created as a result of this activity. The processing is performed according to the following:

• Finds all active components that support the Create Company process.
• All active Logical Units in all active components are accessed through a standard interface. This ensures that all data related to the Logical Unit is retrieved from the source (a company template or existing company) and then applied to the company that is being created or updated. 
  
• Language translations are handled as follows:

• When a new company is created, the translations selected from the source (company or template) are created in the new company for all active Logical Units.
• When an existing company is updated, only the language translations that are used by that company will be updated. The updated language translations come from the source company.

• All errors during the process are logged.
• The process ends after having accessed all active Logical Units in all active components.

It is important to point out that this activity will never fail, i.e., if errors are found, then these errors are logged and the activity will continue. This means that the company will be created at least in IFS/Enterprise.

It is also important to point out that updating a company always means that basic data and translations are added. Update Company will never remove or update any data in the current company.

Some possible scenarios:

• The source template is not at all compatible with the business logic of the current versions of the installed components and all Logical Units give errors that are logged. This is a worst case scenario where the result is a company created in IFS/Enterprise but with errors in all Logical Units in all components.
• The source template is fully compatible with the business logic of the current versions of the installed components and the created company is successfully created in all Logical Units in all components.
• The source template is mostly compatible with the business logic of the current versions of the installed components and there are only a few errors reported to the error log.

There are some major differences worth noting if this activity as performed in order to create a completely new company or to update an existing company:

• If a completely new company is about to be created,  this means that all active Logical Units in all active components will try to create the new company from the source template or company.
• When updating the company, the active logical units will be accessed more or less in the same way as when a new company is created. If a Logical Unit in this case already has data defined for the company, then no actions will be performed unless an update on the key level is specified. This leads to the conclusion that the processing normally will only be performed in Logical Units of components that have been installed later than the initial installation where no company related data yet exists. 
  If update is performed on the key level then all Logical Units might be affected since in this case for each Logical Unit each record in the source company/template will be checked for existence in the company to be updated.

There are two Logical Units that are handled in a special way:

• CurrencyType and CurrencyRate (Accounting Rules)
  These Logical Units (LU) are not represented in the Company Template. The LUs are still a part of the process and will get their values from a table with a fixed setup of values that will always be created in any company, regardless of source.
• These two LUs can thus not be configured in a company to serve as base for a company template. This data must always be configured in the created company according to the requirements of the company.

If the result of this activity is not satisfactory then it may be possible to remove the company. Whether this is possible or not depends on the currently installed components. If the installation is a purely IFS Financials installation, then it is always possible to remove the company. Removal of a company can be performed by the creator of the company or by a user that is privileged to remove the company.
See the help file for the Company window in IFS/Enterprise for more information.

If the activity ends with a successful creation or update of a company, then you can start using the company.   It is however wise to go through all other activities in the Create/Update Company process to verify that the basic data of the company fulfills the criteria of an active company.

Window

Create Company Assistant

Related Window Descriptions

Create Company Assistant

Procedure

1. Verify that supplied company data is correct. If the company is updated, the update must have been configured correctly.
2. Click Finish/OK to start the processing.
3. When the processing has ended, a message will be displayed to notify you of the result. If any errors have occurred, the recommendation will be to review the information in the Create Company Component Log window, launched by a right-click in the Companieswindow in IFS/Enterprise.