{"title":"Multi-Company setup","url":"https://docs.vismasoftware.no/onestopreporting/administration/mclsetup/","link":"/onestopreporting/administration/mclsetup/","description":"Activate companies and install consolidation setup to connect parent and subsidiary databases.","content":"\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou do not need a special license to set up and run multi-company reports.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eTo successfully run group reports, all companies must use the same integration (ERP system).\u003cbr\u003e\nIt is not possible to generate group reports for companies using different ERP systems.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003cp\u003eThe \u003cstrong\u003eMulti-Company Setup\u003c/strong\u003e tool described here is available for Visma Business, Visma Global, and Visma Administration.\u003c/p\u003e\n\u003cp\u003eBefore you start running the \u003cstrong\u003eMulti-Company Setup\u003c/strong\u003e, it is important to check that you have enabled all companies, parent and subsidiaries, in the connection in \u003cstrong\u003eData connection\u003c/strong\u003e. In addition, you must have selected the \u003cstrong\u003eEnable multi-company\u003c/strong\u003e checkbox in \u003cstrong\u003eAdministration\u003c/strong\u003e \u0026gt; \u003cstrong\u003eUnits\u003c/strong\u003e \u0026gt; the client \u0026gt; \u003cstrong\u003eDetails\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eNext, a user with the \u003cstrong\u003eManage data connection\u003c/strong\u003e permission sets up OneStop Reporting for multi-company reporting through the \u003cstrong\u003eMulti-Company Setup\u003c/strong\u003e. During the setup, you determine the parent company and its subsidiaries per data connection. Please note that we do not support a hierarchy of companies, simply two levels; one parent company and its subsidiaries.\u003c/p\u003e\n\u003cp\u003eAfter you have installed the \u003cem\u003eMulti-Company Setup\u003c/em\u003e, a new \u003cem\u003eGroup Reporting\u003c/em\u003e dimensions will appear in \u003cstrong\u003eReport Designer\u003c/strong\u003e. When you build reports for group reporting, you must use data items from these dimensions.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eWhen you run consolidated reports, you must run the report for the parent company.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"to-set-up-multi-company-reporting\" class=\"group\"\u003eTo set up multi-company reporting\u003ca class=\"prose-heading-self-link\" href=\"#to-set-up-multi-company-reporting\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/administration/mclsetup/img/en/word-image-7.png\"\u003e \u003cstrong\u003eMulti-Company Setup\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003e(If applicable) In the \u003cstrong\u003eIntegration\u003c/strong\u003e list, select integration.\u003c/li\u003e\n\u003cli\u003e(If applicable) In the \u003cstrong\u003eConnection\u003c/strong\u003e list, select the data connection where you have your companies. \u003cstrong\u003eNOTE:\u003c/strong\u003e It is recommended to always have one connection per parent company. For each connection, only one parent company configuration is stored.\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eParent company\u003c/strong\u003e, select the parent company. The company you select as parent company will appear in bold font. \u003cstrong\u003eNOTE:\u003c/strong\u003e The companies that appear in the list are the companies you selected when you set up your connection in \u003cstrong\u003eData connection\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the list of companies that appears, () select the subsidiary companies.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eInstall\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3 id=\"changes-that-may-require-multi-company-setup-reinstallation\" class=\"group\"\u003eChanges that may require Multi-Company Setup reinstallation\u003ca class=\"prose-heading-self-link\" href=\"#changes-that-may-require-multi-company-setup-reinstallation\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eIf you have made any of the following changes, you should consider reinstalling the Multi-Company Setup:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRemoved companies in \u003cstrong\u003eData connection\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eMade changes in the subsidiaries that affect the runtime-model, such as new modules, free dimensions, etc.\u003c/li\u003e\n\u003cli\u003eMade changes in the Budget Setup\u003c/li\u003e\n\u003c/ul\u003e\n","children":[]}