Add New Companies

You can create primary companies as well as secondary companies from the Main Explorer tab. All company information is written to three tables within the database: AsClient, AsCompany and AsRole.

Once you add a new company, you must assign security to it or it will not be visible in OIPA. You must also reload security scripts.

Note: Once you create a company, it cannot be deleted through the Rules Palette.

Steps to Add a New Primary Company

From Main Explorer, right-click on the Companies folder and select Add Primary Company.
Enter the company name.
Select the currency code from the drop down list. If the currency you are looking for is not listed, navigate to Admin Explorer and open the Currency Editor. You can add a new currency from this editor.
Select the effective date for that company.
Select Finish after you have entered the information. Your new company should display directly under the environment folder.

Note: You must reload security scripts after you add a new company.

Steps to Add a New Subsidiary Company

From Main Explorer, right-click on the subsidiary company folder and select Add Subsidiary Company.
Enter the company name.
Select the currency code from the drop down list. If the currency you are looking for is not listed, navigate to Admin Explorer and open the Currency Editor. You can add a new currency from this editor.
Select the effective date for that company.
Select Finish after you have entered the information. Your new subsidiary company should display under the primary company folder.

Steps to Edit Company Information

Navigate to Main Explorer.
Right-click on the name of the company you want to edit and select Edit Company.
Make the changes to the company information and select Finish.