Enabling Multiple Companies Configuration

This Feature Console page enables the Multiple Companies Configuration feature so that you can define the following information for multiple companies:

  • Accounts payable control and accounts receivable control GLAs
  • Credit terms
  • Default tax
  • Finance contact

Instead of retrieving the information from the Account object, it is retrieved from the following fields on the Multiple Companies Account Config custom object:

  • Accounts Payable Control
  • Accounts Receivable Control
  • Finance Contact
  • Input VAT/GST Code
  • Multi-Account Credit Terms
  • Output VAT/GST Code
  • Tax Status
Notes:

  • If you are upgrading Accounting to Spring 2024 or Summer 2024, and you are already using the Multiple Companies Configuration feature to define default tax information, you must also define the following information for multiple companies:

    • Accounts payable control and accounts receivable control GLAs
    • Credit terms
    • Finance contact

    To easily create the necessary multiple companies account config records containing the additional information, we recommend using Datastream. For more information, see Managing Multiple Companies Account Configs.

  • If you use the Multiple Companies Configuration feature, the fields of any records on the Multiple Companies Account Config object override the related fields on the Account object. For more information, see Multiple Companies Account Config Fields.

Work through the steps in the order shown.

  • For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done".
  • For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Manually Assign Permission Sets

Ensure the following permission sets are assigned to the necessary users:

  • Accounting and Billing - Payable Credit Note
  • Accounting and Billing - Payable Invoice
  • Accounting and Billing - Sales Credit Note
  • Accounting and Billing - Sales Invoice