Define Company and Divisions

Outcome

Company and divisions are defined as legal units.

Each division is used as a legal unit with its own general ledger, sales statistics, etc.

A blank division must be defined to be used for central tables such as the item, customer, and supplier tables.

Consolidated divisions can be used for consolidation purposes only, primarily for combined sales statistics and financial reporting.

An MUC environment can affect the system in varying degrees.

Before you start

In an MUC configuration the prerequisites are specified in the topic 'Configuration for Multiple Unit Coordination (MUC)'. The link to this topic is in the See Also section.

Follow these steps

Define company

  1. Start 'Company. Open' (MNS095/B).

    The instruction is based on panel sequence E.

  2. Specify a three-position numeric identity for the company and select New.

  3. On the E panel, select alternative 2 = 'Several units' as the company type.

  4. Specify the currency and exchange rate type.

    The currency and exchange rate type are essential for financial reporting and sales statistics.

  5. Define other company-specific information. Press Enter and F3.

Define divisions

Note: You must define three types of divisions: a blank division, a consolidated division and the other, ordinary, divisions.
  1. Start 'Company. Connect Division' (MNS100/B).

    The instruction is based on panel sequence EFG.

  2. Define a division, by specifying the company identity and a three-position, alphanumeric identity for the division. Select New.

  3. On the E panel, enter the company-specific fields, for example the 'Panel line 2' and 'Panel line 3' fields. Press Enter. On the F panel, enter the period types fields. Press Enter. On the G panel, enter the company-specific fields. Press Enter.

    If you at this stage are not aware of the correct basic data, such as currency and facility, dummy values can be entered. These values can later be changed.

  4. Return to step 1 to define the other types of divisions until all divisions are defined.

Enter commands to switch between divisions (Optional step)

  1. Start 'Function. Open' (MNS110/B).

    The instruction is based on panel sequence EF.

  2. On the B panel, specify a switch division command function and select New.

    The commands for switching between divisions are named CMPAAABBB, where AAA is the company identity and BBB is the division identity.

  3. On the E panel, specify component group SYS.

  4. Specify function category CMP, since this is a general company function.

  5. Specify the command AAABBB, where AAA is the company identity and BBB is the division identity. Press Enter.

  6. On the F panel, specify if necessary language-dependent information. Press Enter.

  7. Return to step 1 to define more commands. Press F3.

Assign authorization to divisions

  1. Start 'User. Open' (MNS150/B).

    The instruction is based on panel sequence E.

  2. On the B panel, select option 11 = 'User ID' for the user you want to give authorization to.

    'Authorization. Specify for Company' (MNS151) is started.

  3. In (MNS151/B), specify the company and division that the user is to have access to. Select New.

  4. On the E panel, no fields have to be entered. Press Enter.

  5. Return to step 1 to authorize more users. Press F3 to return to (MNS150/B).

  6. In (MNS150/B), update the system with the user changes that you made by selecting option 21 = 'Update user ID' for the user(s). Press F3.

Parameters to set

Field Program ID/Panel The field indicates …

1. Define Company

(MNS095/E)

Company type

Program ID/Panel… whether the company consists of one legal unit (single site company) or several (multi-site company).

Valid alternatives

1 = One unit

2 = Several units.

For MUC to work, always use 2 = 'Several units'.

(MNS095/E)

Central currency

… the currency used by the company for sales statistics and financial reporting.

2. Define Division

(MNS100/B)

Division

… a division, which represents a legal unit within a company.

Three types of divisions should be defined when using MUC

1. Blank division:. The blank division is used for defining central users and users with the authorization to update the central files such as the item, customer and supplier files. Central users can also process information in other divisions without having to switch divisions. This is possible by displaying the Division field for central users when in different programs. The central user can then specify the division desired.

2. Consolidated division: The consolidated division receives statistical information that indicates the sales value from the charging division(s) and the cost value from the delivery division(s). The connection between other divisions and the consolidated division are defined in 'Settings - Internal Invoicing' (MFS010).

3. Divisions: The other divisions defined correspond to the company's legal units. To these divisions you connect facilities, warehouses and locations.

(MNS100/E)

Panel line 2

Panel line 3

… the text on the second and the third line on the screen, and in all reports.

The second line usually displays the M3 version and the third line usually displays the name of the company and division for which the database applies.

Tip: If you specify name of division and currency code in the 'Panel line3' field, it will help you in configuring the system. When finished, you can change or delete the text if necessary.

(MNS100/F)

Period type

… the type of period that is used in each application.

Examples of period types include week, month, quarter, half year and year.

Period types are defined in 'System Calendar. Open Period' (CRS910).

(MNS100/F)

Number of period type 1, 2 ,3 etc.

… the number of periods per year included in a period type.

Example: MPM has period type month with 12 periods per year. FAM has period type quarter with 4 periods per year.

(MNS100/G)

Facility

… the facility which the user will be connected to when logging on to M3, if it is not defined in 'User. Open' (MNS150).

If the facility is not yet known, a dummy value, which is not controlled by M3, can be entered.

(MNS100/G)

Warehouse

… the warehouse to which the user will be connected when logging on to M3, if it is not defined in 'User. Open' (MNS150).

If the warehouse is not yet known, a dummy value can be entered.

(MNS100/G)

Local currency

… the currency used by the division.

If the currency is not yet known, a dummy value can be entered.

3. Define Commands to Switch between Divisions

(MNS110/B)

Function

… the user-defined name of a function or menu that is managed in the M3 menu system.

In this case a function is defined as a command to switch between divisions.

Examples

CMP511 = Switch to company 511, division blank

CMP511AAA = Switch to company 511, division AAA

CMPCON = Switch to company CON (consolidated).

(MNS110/B)

Component group

… a three-position identity for the component group to which each function belongs.

When defining a switch company command, specify component group SYS.

(MNS110/E)

Function category

.. the function type that is used to groups functions into categories.

The valid alternatives are:

WRK = 'Work with function', DSP = 'Display function', FNC = 'Function', LST = 'Printout', PGM = 'Other function', MNU = 'Menu', CMD = 'Command', TXT = 'Text', LNG = 'Language function', CMP = 'Company function', GRP = 'Function group', VER = 'MRP version'.

When defining a switch company command, specify function category CMP.

(MNS110/E)

Command

… which OS/400 command should be associated with each function.

When defining a switch company command, specify command CMP.

(MNS110/F)

Function name

… the language depended name of the function.

Example: A menu name where the ordinary function is the English menu name, but where each language may have a separate name on the menu. Other functions may also be given language dependent names.

4. Assign Authorization to Divisions

(MNS150/B)

User

… a unique identity of a user in the system. The user is assigned authorization to division(s).

(MNS151/B)

Company

Division

… the company and division previously defined which the user should have authorization to access.

Russia-specific master data

The following functionality must be set up for divisions configured with country version RU in 'Company. Connect Division' (MNS100/L).

Once the functionality has been set up, the Russia-specific master data is stored in the corresponding Russia master tables.

1. Start 'Company. Connect Division' (MNS100) and include panel X (Country specific) in the sequence.

2. Navigate to 'Division RU. Open' (CRRU01). Specify values in the required fields and click Next.

3. The options Change, Delete, and Display can be used. The Delete option deletes both the division master and Russia-specific master data for division.

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