Manage Company Databases Tutorial

PDF Tutorials	Interactive Tutorial
Cropped Screenshots Full Page Screenshots

Purpose: To link to and setup company database(s) you wish to work with. An administrator selects which company databases to load into Dynamic Budgets by querying the GP Accounting (ERP) database.

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• Manage Company Databases Article

      Tutorial Link Purpose: To link to and setup company database(s) you wish to work with. An administrator selects which company databases to load into Dynamic Budgets by querying the GP Accounting (ERP) database.

• Manage Budgets Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, ...

• Manage Capex Article

  Please note that in Manage Company Databases/Company Definitions, both Fixed Assets and Capex Labels need to be setup to activate this functionality.  For example, if the Capex Labels are not setup the following error message will appear: Please note ...

• Manage OrgUnits Article

     Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab. ​ Once OrgUnits has ...

• Manage Objects Article

      Tutorial Link Purpose:  The client's objects already in GP, are synchronized/added from GP into the Dynamic Budgets manage object screen. Add'l setup procedures are completed including flags, sensitivity levels, object rollups & tag labeling. ...