(Master File Name)'s are (explain what these are and what their purpose is). They are used in the (identify each functional area these are used in) Functional Area(s) (to support other master files, to support transactions, to support other master files and transactions.). The purpose of this page is to add, edit, remove, and activate/inactive these recordsCompanies are entities that all transactions and master files are associated with. A NorthScope system is required to be installed with one company but additional companies can be added as needed. Companies can be separate legal entities or divisions within a legal entity that need to be separated for a variety of reasons. The Companies List View shows all the installed companies and from here users can edit or remove records. Companies should only be removed after consulting with NLP Support and companies can only be added by NLP support.
Software Version: 2019.MM09.DD and 03 and newer
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| CheckboxCompany | Used to select one or more records. | Field 1 | Field 2 | Field 3 | (Field Name) ID A label to show the unique identifier of the company record. This is created when the Company is installed and is required, and must be unique, for all records. This field must be <= 15 characters. Linked Database Field: ERPx_MFDataEntityCompany.CompanyID | ||||
| Company Name | A text box to add/edit the unique identifier of the (what type of record is this) record. This defaults to blank but is required for all records. If the name associated with the Company. This is the name most commonly used on report headers. This is created when the Company is installed. This is required and if missing, the message "fieldnameID Company Name is required and cannot be blank." will be displayed on Save. The ID This also must be unique, otherwise the message "Duplicate Field Name ID's are not allowedViolation of unique key constraint." will be displayed on Save. This field must be <= 25100 characters. Linked Database Field: ERPx_####MFDataEntityCompany.FieldNameCompanyName | ||||||||
| (Field Company Short Name) Description | A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If the Company. This is the name most commonly used as the company name shown on the NorthScope menu bar but can also be on reports. This is created when the Company is installed. This is required and if missing, the message "fieldname is requiredCompany Short Name is required and cannot be blank." will be displayed on Save. This must is not required to be unique, otherwise the message "Duplicate Field Name's are not allowed. " will be displayed on Save. This field must be <= 25 characters. Linked Database Field: ERPx_#####MFDataEntityCompany.#####. | ||||||||
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####. | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. | ||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####CompanyShortName | ||||||||
| Host Database Name | A text box to identify the SQL Database Name of the Host System. This is only populated, or required, for companies that integrate with a host system such as DynamicsGP. If NorthScope has been installed as a stand-alone system this is not require. If the company is integrated with a host system and any of the Integrations have been configured on the Integration Configuration page then this value is required and must match the name of a host system database installed on the same SQL Sever as NorthScope. Linked Database Field: ERPx_MFDataEntityCompany.DatabaseName | ||||||||
| Host System | A single-select standard lookup to select the Host System that the NorthScope Company is integrated with. This is populated when the Company is installed but is only required for companies that integrate with a host system such as DynamicsGP. If NorthScope has been installed as a stand-alone system this is not require. If the company is integrated with a host system and any of the Integrations have been configured on the Integration Configuration page then this value is required. Linked Database Field:ERPx_MFDataEntityCompany.DataEntityCompanySystemSK This lookup contains a blank value, the current assigned value, and a list of all the values in the ERPx_MFDataEntityCompanySystem table | ||||||||
| Mailing Address | A single-select standard lookup to select the default Mailing Address that is associated with this company record. This defaults to blank but is not required and does not have to be unique. Linked Database Field: ERPx_MFDataEntityCompany.MailingAddressSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' AddressID's from the ERPx_MFAddress tables where AddressGroup = 'Mailing Address' | ||||||||
| Physical Address | A single-select standard lookup to select the default Mailing Address that is associated with this company record. This defaults to blank but is not required and does not have to be unique. Linked Database Field: ERPx_MFDataEntityCompany.PhysicalAddressSK The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom).This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | Text Field | AddressID's from the ERPx_MFAddress tables where AddressGroup = 'Physical Address' | ||||||
| Server Name | A text box to edit the SQL Server Server name that the NorthScope system was installed into. This is required for all company records and must match the name of the SQL Server and must be <= 25 characters. A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...Linked Database Field: ERPx_#####.#####. | Yes/No Lookup | MFDataEntityCompany.ServerName |
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