Company

Use this page to enter your company information and settings like posting options, tax calculation, and default dimensions. These settings are applied to all accounting documents for this company. You can have multiple companies with different settings and legislations.

You can also view a graphical hierarchy of your company organization including the sites linked to your company.

Create a company

1. Select Add to define a new company. New companies are active by default.

2. On the General tab, enter all the information needed, such as name, ID, description, country.

   Select a legislation for this company and a tax solution. See Working with companies if you don't see a legislation for your company's home country.

   Enter a 2-character value in the Sequence number value field. This value is used instead of the company ID when you generate documents with a sequence number set with the Company component.
   

   For a German company, enter your DATEV consultant and customer numbers. These number are provided by DATEV.

   The DATEV service option needs to be ON for these fields to display.

3. On the Addresses tab, enter at least 1 address for the company. If there is only 1 address, it is by default the primary address and needs to be active. See Working with companies on how to change the primary address.

   • To enter an address, select Add an address to display the New company address panel. Enter the details and select OK.
   • To add contact details for an address, select the More actions icon for the address and select Add contact. Enter the details in the New contact panel and select OK.
   • To display the contact details for an address, select the More actions icon and Contacts.
4. On the Management tab, define the posting information
   • Select the Tax calculation package to calculate taxes applied to the company in the distribution flows.
   • The Customer on hold check field value defaults from Sage Intacct or from the customer record.
   • If you turn the Update amount on sales documents report switch to ON, sales invoices and credit memos display the updated amount paid when you print. The amount updates from Sage Intacct.
5. On the Posting tab
   • The AR posting and AP posting switches are automatically turned OFF and cannot be modified.
   • The Stock posting and WIP posting switches are automatically turned ON: Journal entries are generated from stock movements and from WIP movements.
   • Non absorbed amount posting: For stock movements, non-absorbed costs are posted to the same journal as stock movements but on a separate line or account. It is recommended to switch ON for US, UK, SA companies.
   • Enter or select the Posting class.

6. On the Dimensions tab, in the Required dimensions grid, select the Mandatory dimension and attributes icon to add dimensions and attributes that apply to all pending and future documents for this company. The options available in the dialog box are dynamic and reflect existing dimension types and attribute types that are active and not yet displayed in the grid.
7. Next, in the Default dimensions rules grid, select the Add line icon above the grid to set default dimensions and attributes for specific document and origin combinations. The columns that display are dynamic and reflect existing dimension types and attribute types that are active.
8. The Document and origin column specifies which company documents inherit dimensions and attributes.
   For example:
   Manufacturing direct refers to work orders created by methods other than order-to-order.
   Sales order direct refers to a sales order where you can add defaults defined for the customer on the order.
9. The rules you select in subsequent columns apply when you create new documents defined in the first column.

See Working with companies for more information.

Edit a company

Any changes on Management tab related to posting affect all documents linked to this company.

1. Select the company you want to edit.
2. To edit an address, select the More actions icon for the address and select Edit address. In the Edit company address panel, enter your updates and select OK.
3. To edit a contact, select the More actions icon for the address and select Contacts. Select the More actions icon for the contact and select Edit. Enter your updates and select OK.
4. Save.

Delete a company

1. Select the company.
2. Delete.

Working with companies

This section answers basic questions related to setting up and managing companies.

• Can my companies have different settings for taxes and posting?  
• Can I have different currencies for different companies?
• The country for my company does not have a tax solution.
• How are default dimensions and attributes applied?
• If I'm integrating with Sage Intacct, how do I set up my entity?

This section answers questions about addresses.

• How do I change the primary address?

• Why can't I make an address inactive?

• Why can't I delete an address?

Can my companies have different settings for taxes and posting?

Yes. The settings for each company only apply to accounting documents for that company.

Can I have different currencies for different companies?

Yes, if the currency is valid for the company legislation.

If I'm integrating with Sage Intacct, how do I set up my entity?

In Sage Intacct, an entity is a company and a financial site. When setting up your entity or company in Sage Distribution and Manufacturing Operations, you need to create a separate company and financial site because there isn't a 1-to-1 correlation.

After you create your company here, you need to create the financial site and link it to this company.

How do I change the primary address?

• If you only have 1 address, you need to add a new address and select the Primary address checkbox.
• If there are multiple addresses, from the More actions icon in the address block, select Define as primary address. When you save, the other address is no longer the primary.

Why can't I make an address inactive?

• If you only have 1 address, it is active by default and cannot be inactive.
• You need to add a new address, which is active by default.
• You can go back to the other address and make it inactive.

Why can't I delete an address?

If an address is the primary address, you need to select another address to be the primary. Then you can delete the other address.

If you only have 1 address, you need to create a new address and make it the primary. When you do that, the other address is no longer the primary and you can delete it.

The country for my company does not have a tax solution.

If your country or legislation is not delivered, you can create a customized tax solution.

First, on the Country page, add your country and select an existing tax solution. For example, you could select a legislation with the same currency.

Next, on the Tax solution page, select the tax solution you associated with your new country. You see it included in the Countries field.

Create a new Tax solution for your new country.

You can create tax categories, rates, tax determination rules, and so on.

When you've completed the tax solution set up, return to the country record on the Country page, and replace the Tax solution with the one you just created.

You're now ready to create the company in this country, which includes adding sites, contacts, locations, and other details as needed.

If you integrate with Sage Intacct, you need to add the new country to the Sage Intacct configuration page on the Defaults tab.

How are default dimensions and attributes applied?

When you define rules for a document and origin, all lines on the document inherit the default dimensions and attributes. You can define different settings for different documents for the same company and apply to all sites for that company.

Dimensions and attributes need to be defined on the relevant finance pages before you can set rules for a company.

If you set values to default from an item, supplier, site, and so on, the next step is to define those values on the related records.

When you create a new document, like a sales order or purchase order, the new document inherits the default dimension and attribute settings defined for a company and related records like an item, supplier, or customer.

You can override the defaults for all lines or for individual lines on a document.

For all lines in a document:

The Set dimensions dialog box displays default values you defined. Values for dimensions and attributes that default from an item do not display because these values can vary by item. Default values display when you open the Dimensions panel for a line.

You can change default values or add values for any dimension or attribute.

When you select Apply to all lines, these values overwrite existing values.

When you select Apply to new lines only, the changes apply to new lines you create before saving and exiting the current document. When you come back to a document where you overwrote default values, all the default dimension and attribute settings apply to new lines. To overwrite any values, you need to open the Set dimensions dialog box again, enter your preferred values, and select Apply to new lines only or Apply to all lines, depending on what you want to change.

At the line level

You can add or overwrite dimensions and attributes for each line in a document. Open the Dimensions action on a line and you can enter values unique to that line.