Module guide
Company Setup
Maintain company identity, accounting defaults, addresses and organization structure. Review the company selected on every transaction. Company print setup uses the location directory and does not replace a supplier or customer address.
How this module fits your work
Maintain company identity, accounting defaults, addresses and organization structure. Review the company selected on every transaction. Company print setup uses the location directory and does not replace a supplier or customer address.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Setup & Templates
- Authorization ControlSettings page · Setup & Templates
- Global DefaultsSettings page · Setup & Templates
- Party TypeRecord page · Setup & Templates
Companies, defaults & policy
- Authorization RuleRecord page · Companies, defaults & policy
- CompanyRecord page · Companies, defaults & policy
- Currency ExchangeRecord page · Companies, defaults & policy
- Terms and ConditionsRecord page · Companies, defaults & policy
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.