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.

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.

 

Additional information about Company/Entity Policy Group categories:

Job Cost

Track Jobs

 

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.

 

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