The following describes the process of setting up Group reporting with originating companies within several environments on the same iSeries machine.
Prerequisites
This functionality is based on release 6.00 and further. Concerning the ASW releases 5.00 – 5.5x, they lack the possibility to inactivate companies; otherwise the functionality is the same. To be able to use it for the ASW releases 5.00 – 5.5x, add the modification for inactive companies made in release 6.00 or secure the possibility to change company.
Two (or more) environments must exist, in this case called X01 and X02. Companies within these environments are as follows:
| Company code | Description |
|---|---|
| 01 | Originating company 01 in environment X01. |
| GR | Group reporting company in environment X02. |
Caution: The same company ID cannot exist as real companies in different environments, e.g. company 01 in X01 and X02, in order to perform this setup.
Setup in environment X01
The following are the steps to set up transfer to a group reporting company in another environment.
| Table/File | To do |
|---|---|
| Work with companies | Add “dummy” company GR as an inactive company with group reporting = YES. Replace DBF record (normally X01600AFGR) with the same name as in company GR in environment X02 (normally X02600AFGR). |
| Company hierarchy table (Menu GREP) | Add the connection between the originating company 01 and reporting company GR (this is done from the originating company 01). |
Setup in environment X02
The following are the steps to set up a receival from an originating company in another environment.
| Table/File | To do |
|---|---|
| Work with companies | Add “dummy” company 01 as an inactive company with the same system currency as company 01 in environment X01. Replace DBF record (normally X02600AF01) with the same name as in company 01 in environment X01 (normally X01600AF01). |
Modifications
The following modification has to be done:
| Program | Modification |
|---|---|
| GDMR500 (Maintenance of the Company hierarchy table) | This program must update SRORCH in the two environments with the same information. It is normally updated only in the originating company’s environment, e.g. environment X01. |
| Tip: This can also be done with CPYF after every maintenance.
Example: CPYF FROMFILE(X01600AS/SRORCH) TOFILE(X02600AS/SRORCH) MBROPT(*UPDADD). |
|
Security
The following security precaution should be taken:
| Table/File | To do |
|---|---|
| Work with companies | The Work with companies menu item (AS001) should be secured in both environments preventing normal users from activating a company that is inactive. |
Group reporting functions
The following function is limited or not working in this scenario:
| Function | Description |
|---|---|
| On-line reports | Drill-down from an on-line report in company GR to the balance/budget enquiry in company 01 does not work (it will try to sign-on to company 01 in environment X02, which is inactive). |