Company/Entity Property Groups Overview

Company/Entity Policy Groups Overview

Company/Entity Policy Groups policies allow you to set groups of policies for a Company/Entity. Currently these policies affect Track Jobs.

Note

Depending on the applications purchased by your company, Company/Entity Policy Groups-related tabs can display from either eFinancials or ePO menus.

Setup Details

Setting up Company/Entity Policy Groups is required. Policies have default settings. The default policy settings do not affect the setup process. However, the second step in setting up should be addressing the settings on each tab in user policies for each user.

Your selections of policies and combination of selections may impact the Company/Entity. For your records—and in case you decide to make changes—you may want to create a written list of policies you plan to activate. Topics titled Setup Questions - Company/Entity Policy Groups and Setup Questions - Company/Entity Policy Settings in the Setup Guide provide you with a list of questions that can assist you.

Changing the Policy Group

Policy Groups can be changed after your initial setup is complete; however, keep in mind that any change may impact a user's ability to complete work. Be cautious about changing policy settings. Consider consulting with a support representative to find out what the impact may be on your users before resetting a policy.

Of note:

You cannot delete the EntityCompany Policy Group on the EntityCompany if transactions are associated with it.
If your EntityCompany has job related transactions and you try to change to a EntityCompany Group that is not set to track jobs, the system does not allow this change and a message appears.
The system allows you to switch from an Entity a Company Group that does not track jobs to one that does.

Categories

Additional information about Company/Entity Policy Group categories:

Job Cost

Track Jobs

The system disables the Track Jobs check box when a job is added for that Company/Entity. This prevents Track Jobs functionality from being turned off once Job data already exists for this Company/Entity.

Also, when you access Job Cost from the menu and have a Company/Entity selected that is not set to Track Jobs, the current Company/Entity changes to the first Company/Entity that is set to Track Jobs, or if none are available, Track Jobs is set to not selected (unchecked). Then, when you return to eFinancials, the Company/Entity is changed to the appropriate entity for Job Cost. If the Company/Entity is set to Track Jobs when you choose Job Cost, that Company/Entity remains as the current Company/Entity. In addition, the Company/Entity lookup accessed from the footer only shows Company/Entity set to track jobs when in the Job Cost module.

This option is disabled when the Consolidated box is checked, as it is not applicable for a consolidated entity. Refer to Consolidated Reporting for more information.

Note

When the Job Cost policy is turned on, this causes Job Cost-related fields to appear on Purchase Orders and Invoices. Refer to field lists for Purchase Order General Tab and Invoices Tab for details.