The Company functional area is used to configure things that work across multiple functional areas. The main tasks performed include managing the integration queues and configuring setup and configuration files and transaction attributes. The company functional area integrates with all other NorthScope functional areas.

[ 1 Key Definitions ] [ 2 Configuration Master Files ] [ 3 Setup Master Files ] [ 4 Transactions ] [ 5 Configuration Sequence ]

Key Definitions

This section identifies common terms used throughout this Functional Area. This is not intended to be an alphabetized "Glossary of Terms" but is organized in a logical sequence to group similar terms together. The goal is to ensure we use common language that provides context to baseline NorthScope concepts.

Term	Definition

Term	Definition
Address Group
Note Type
Inbound Integration
Outbound Integration
Integration Mode

Configuration Master Files

This section identifies each configuration master file (including a link to the Page Help), the menu navigation Folder it is found under, and links to related User Guides.

Master File	Parent Folder	Overview	Related User Guides

Master File	Parent Folder	Overview	Related User Guides
Attribute Classes	Configuration		Configuring Attributes
Company Currencies	Configuration	The purpose of the Company Currencies List View is to assign the Realized Gain and Realized Loss GL Accounts to all the foreign currencies that are open to the current company. A foreign exchange gain/loss occurs when a company buys and/or sells goods and services in a foreign currency, and that currency fluctuates relative to their home currency. It can create differences in value in the monetary assets and liabilities, which must be recognized periodically until they are ultimately settled.	Configuring Multi Currency
Preferences	Configuration	Key Preferences: Enable Report Data Access Enable Workflow Data Access Default Currency ID
Report Distribution	Configuration		Using Report Distribution
Integration Configuration	Integration	NorthScope supports both receiving master file and transaction data (Inbound Integration) and sending master file and transaction data (Outbound Integration). The selection for which records integrate and the method they integrate is managed in the Integration Configuration page.	Configuring Integration

Setup Master Files

This section identifies each setup master file (including a link to the Page Help), the menu navigation Folder it is found under, and links to related User Guides.

Master File	Parent Folder	Overview	Related User Guides

Master File	Parent Folder	Overview	Related User Guides
Addresses	Setup	The purpose of the Addresses List View is to manage Mailing, Physical, and Remit-To addresses that are associated with a company. These are currently only used on reports so they can be added or removed without any restrictions. One 'Mailing Address' and one 'Physical Address' ID can be assigned to each installed Company by going to System → Configuration → Companies. These defaults are used to print addresses on some reports.	Using Company Addresses
Attributes	Setup
Attribute Values	Attributes
Notes	Setup		Configuring and Using Notes
Reason Codes	Setup		Configuring and Using Reason Codes

Transactions

This section identifies all the Transactions (including a link to the Page Help), an overview of suggested training topics for each, and links to all applicable User Guides.

Transaction	Overview & Training Outline	Related User Guides

Transaction

Overview & Training Outline

Related User Guides

Inbound Integration

Purpose
Understanding Integration Statuses
1. New
2. InProcess
3. Complete - What happens to these?
4. Error - What happens to these?
5. Not Used
6. Reprocess
7. User Bypassed - What happens to these?
How long is this data kept?

Configuring Integration

Outbound Integration

Purpose
Understanding Integration Statuses
1. New
2. InProcess
3. Complete - What happens to these?
4. Error - What happens to these?
5. Reprocess
6. Hold - What is this for?
7. User Bypassed - What happens to these?
How long is this data kept?

Configuration Sequence

This section identifies a logical sequence for configuring this Functional Area. This is not intended to be a detailed project plan, but rather a simple guide for what need to be configured.

Seq.	Page	User Guide(s)	Navigation Path	Blocked by	Required	Comment

Seq.	Page	User Guide(s)	Navigation Path	Blocked by	Comment
1.	Currencies	Currency Setup	System → Configuration → Currencies		Skip if not using multi-currency
2.	Company Currencies	Currency Setup	Company → Configuration →Company Currencies	1	Skip if not using multi-currency
3.	Preferences	Company Preferences	Company → Configuration → Preferences
4.	Attribute Classes	Attributes	Company → Configuration → Attribute Classes		This must be done for each functional area you wish to configure
5.	Attributes	Attributes	Company → Setup→ Attributes	4	This must be done for each functional area transaction and master file you wish to configure.
6.	Notes	Notes	Company → Setup→ Notes		This must be done for each functional area you wish to configure
7.	Reason Codes	Reason Codes	Company → Setup→ Reason Codes
8.	Integration Configuration	Configuring Integration	Company → Integration→ Integration Configuration		Skip if you have no integrations configured