Update company name in OSR

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How to Update the Company Name in OneStop Reporting

Do you need to update a company’s name to match changes in your ERP system? Here, you will find the procedure for both manual and automatic updates.

Manual Update (OnPrem and Business NXT Live)

If 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:

1. Go to Administration: Navigate to the main menu.
2. Select Level: Use the menu on the left to navigate to the correct level: Customer > Client > Group.
3. Open the Companies Tab: Click on the tab called Companies.
4. Select Company: Click on the company whose name you want to change.
5. Edit Details: Click the pencil icon next to the “Details” section.
6. Fetch Name: Click the button Fetch Company Name from ERP. The system will now look up your source data.
7. Save: Confirm the change by clicking Save.

Automatic Update for Cloud Solutions

For companies linked to a pure cloud-based ERP solution, the process is generally simplified:

• Nightly Imports: The company name is usually updated automatically in the nightly import jobs.
• No Manual Work: In most cases, you therefore do not need to manually retrieve the name yourself.