{"title":"Update company name in OSR","url":"https://docs.vismasoftware.no/onestopreporting/administration/administration/companies/update-company-name/","link":"/onestopreporting/administration/administration/companies/update-company-name/","description":"Ensure consistency between your ERP system and OneStop Reporting by updating company names.","content":"\u003cp\u003eHow to Update the Company Name in OneStop Reporting\u003c/p\u003e\n\u003cp\u003eDo you need to update a company\u0026rsquo;s name to match changes in your ERP system? Here, you will find the procedure for both manual and automatic updates.\u003c/p\u003e\n\u003ch2 id=\"manual-update-onprem-and-business-nxt-live\" class=\"group\"\u003eManual Update (OnPrem and Business NXT Live)\u003ca class=\"prose-heading-self-link\" href=\"#manual-update-onprem-and-business-nxt-live\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eIf you are using an OnPrem solution or Business NXT Live, you must manually trigger the retrieval of the new name from the source. Follow these steps to fetch the correct information:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cstrong\u003eGo to Administration\u003c/strong\u003e: Navigate to the main menu.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eSelect Level\u003c/strong\u003e: Use the menu on the left to navigate to the correct level: Customer \u0026gt; Client \u0026gt; Group.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eOpen the Companies Tab\u003c/strong\u003e: Click on the tab called Companies.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eSelect Company\u003c/strong\u003e: Click on the company whose name you want to change.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eEdit Details\u003c/strong\u003e: Click the pencil icon next to the \u0026ldquo;Details\u0026rdquo; section.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eFetch Name\u003c/strong\u003e: Click the button Fetch Company Name from ERP. The system will now look up your source data.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eSave\u003c/strong\u003e: Confirm the change by clicking Save.\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"automatic-update-for-cloud-solutions\" class=\"group\"\u003eAutomatic Update for Cloud Solutions\u003ca class=\"prose-heading-self-link\" href=\"#automatic-update-for-cloud-solutions\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eFor companies linked to a pure cloud-based ERP solution, the process is generally simplified:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eNightly Imports\u003c/strong\u003e: The company name is usually updated automatically in the nightly import jobs.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eNo Manual Work\u003c/strong\u003e: In most cases, you therefore do not need to manually retrieve the name yourself.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"updating-company-name-for-project-management-severa\" class=\"group\"\u003eUpdating company name for Project Management (Severa)\u003ca class=\"prose-heading-self-link\" href=\"#updating-company-name-for-project-management-severa\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eThe name update for Project Management (Severa) comes over with the import. If it doesn\u0026rsquo;t, you can try deleting the company and then creating it again.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-caution\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Caution\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eBe careful with budget data and any potential publishing jobs.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}