The company groups setup

Dawid Kaczmarek Updated by Dawid Kaczmarek

The company groups form is used to set up companies that need to be synchronized with data from the global company. Companies are grouped into company groups and a company can be part of more than one group.

Click Area Page node: Global data management -> Setup -> Company groups

To add companies to a company group, click Add companies on the action pane of the Companies grid. Mark the companies that you want to add to the group and click the Ok button. Companies are then added to the Company group.

To add companies to a company group, click Add companies on the action pane of the Companies grid. Mark the companies that you want to add to the group and click the Ok button. Companies are then added to the Company group.

When a company is added to an existing company group that has been connected to one or several records in the Management form, the system will ask if existing records should be marked for update.

By selecting Yes the records in the tables that are utilizing the company group in question will be marked. The next time the Cepheo GDM push or pull is updated according to push method manual or batch, it will push out all the records to the newly added company.

By selecting Yes the records in the tables that are utilizing the company group in question will be marked. The next time the Cepheo GDM push or pull is updated according to push method manual or batch, it will push out all the records to the newly added company.

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