About Sharing Files

Most of the codes in Headquarters are set up in master files.

Master files contain information that will be shared by all companies and modules (e.g. earn types, frequency codes, units of measure, states, etc.). These files are set up once; they do not need to be set up for each company you set up in HQ.

The exceptions to this are the customers, vendors/firms, material categories/materials, tax codes/rates, phases/cost types, cost codes/revenue codes, and shops files. These files are NOT master files and must be set up for each company or shared by multiple companies. This is accomplished using Groups, which are set up in HQ Groups. When you set up each Headquarters company, you identify the groups that will be used whenever processing in that company. If you want multiple companies to share these files, you will need to assign the same groups to each company that will share the files. Otherwise, assign a different group to each company that will use its own files.

For example:

If multiple companies will share the same tax and material files, the setup would look like this:

HQ CO #

Tax Group

Material Group

1

1

2

2

1

2

3

1

2

If each company will use its own tax and material files, the setup would look like this:

HQ CO #

Tax Group

Material Group

1

1

1

2

2

2

3

3

3

When setting up information in shared files (e.g. customers, vendor/firms, material categories/materials, tax codes/rates, phases/cost types, cost codes/revenue codes, and shops), they are automatically set up in the group assigned to the active company. Using the first example above, if you add a tax code in Co #1, it will be set up in Tax Group 1. If you set up a material code in Co #1 it will be set up in Material Group 2. Since these files are shared by multiple companies, any additions or changes made in these files from any of the sharing companies will automatically affect all other companies sharing the files.

Groups