You are on page 1of 17
Welcome to the learning unit on ‘Data Access in Multi Book or Multi Company Setup’. This learning unit teaches you about accessing data records across the various companies in a multi book or multi company environment. Data Access in Multi Book Multi Company Setup-R10.01 1 At the end of the session you will be able to, 1. Analyse the need to access data across the various companies in a multi book environment 2. Create enquiries that fetches data from all the lead companies 3. Access data from a Lead company and its own braches Data Access in Multi Book Multi Company Setup-R10.01 2 1. Create an enquiry based on the ACCOUNT application and display the following fields 1.1 @ID, WORKING.BALANCE and CO.CODE 2. Analyze the Enquiry output Data Access in Multi Book Multi Company Setup-R10.01 3 Create the enquiry with the following three fields - @ID, WORKING.BALANCE & CO.CODE. Execute the enquiry and analyze the output. Data Access in Multi Book Multi Company Setup-R10.01 4 You are now seeing the enquiry output. The account ids shown here belong to the company into which the user has logged into. All the account records belong to the GB0010001 company. The listed ids follows a certain pattern as shown in the output. Data Access in Multi Book Multi Company Setup-R10.01 5 This task teaches you to view records of other LEAD companies using the enquiry output. Can enquiries be used to access records of different LEAD companies? Yes you can access records of all LEAD companies. This learning unit teaches to do the same. 1. Amend the previously created Enquiry record 2. The enquiry output should display records of other LEAD companies also Data Access in Multi Book Multi Company Setup-R10.01 6 In a MULTI-COMPANY environment the user wants to view all the account records of different LEAD companies. To do this you will make use of the COMP.FOR.ENQ field in your enquiry. Open the existing enquiry record. When the user executes the enquiry , the enquiry should retrieve records from all the different LEAD companies. To do so you need to make modification to the filed COMP.FOR.ENQ. COMP.FOR.ENQ – COMP.FOR.ENQ is a multi-value field. By default it is set to null, meaning the enquiry fetches records from the currently logged in company. When the field COMP.FOR.ENQ is set to ALL.COMPANY your enquiry processes records from all the LEAD companies. Authorise the enquiry record and launch to view the output. Data Access in Multi Book Multi Company Setup-R10.01 7 Here is the enquiry output and the id pattern varies from one record to another. If you see the account record ids, at the end of each id you can see the company MNEMONIC appended to it. EU1 is the MNEMONIC for the of EU0010001 company(LEAD company of Germany). SG1 for the company SG0010001 (LEAD company of Singapore) and BNK if it exists will be from the MNEMONIC GB0010001. Data Access in Multi Book Multi Company Setup-R10.01 8 1. Create an Enquiry based on the ACCOUNT application with the following fields @ID, WORKING.BALANCE and CO.CODE 2. The enquiry output should display only records that belong 2 LEAD companies with id as SG0010001 and EU0010001 Data Access in Multi Book Multi Company Setup-R10.01 9 This section of learning unit teaches you the functionality of the COMPANY.SELECT field in the enquiry. 1. Create an enquiry based on the account application with the given fields - @ID, WORKING.BALANCE, ACCOUNT.TITLE.1 and CO.CODE 2. Using the enquiry the user should be able to fetch records of the LEAD company and its OWN branches Data Access in Multi Book Multi Company Setup-R10.01 10 Create the enquiry with the specified fields. Using the enquiry the user should fetch records of the LEAD company and its own branches. To do this you will learn about the field COMPANY.SELECT in the enquiry. The COMPANY.SELECT field provides options to restrict the access of data in a multibook setup. In a multi-book setup the financial level data is stored in the same database table for all companies. By default the field COMPANY.SELECT is set to NULL , meaning the user can view only records of the company into which he has logged into. In a multi-book set up, to view records of the LEAD and its own branches the field COMPANY.SELECT is set to ALL. After you specify all the above stated values authorise the enquiry. Data Access in Multi Book Multi Company Setup-R10.01 11 Now try to launch the enquiry from the LEAD company. The enquiry output will retrieve records from LEAD and from its own branches. Data Access in Multi Book Multi Company Setup-R10.01 12 1. False 2. False 3. True 4. True Data Access in Multi Book Multi Company Setup-R10.01 13 1. The Field COMP.FOR.ENQ is used to access data from different LEAD companies 2. To view data from all the companies COMP.FOR.ENQ is set to ALL.COMPANY 3. The COMPANY.SELECT field provides options to restrict the access of data in a multi-book setup 4. In a multi-book setup to view records of the LEAD and its own branches the field COMPANY.SELECT is set to ALL Data Access in Multi Book Multi Company Setup-R10.01 14 1. You have now learnt about accessing data records across the various companies in a multi book or multi company environment. You will now be able to, 2. Analyse the need to access data across the various companies in a multi book environment 3. Create enquiries that fetches data from all the lead companies 4. Access data from a Lead company and its own braches Data Access in Multi Book Multi Company Setup-R10.01 15 Data Access in Multi Book Multi Company Setup-R10.01 16 Data Access in Multi Book Multi Company Setup-R10.01 17