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Procedure documentationEnabling Multiple Branches

 

Caution Caution

Enabling the multiple branches feature is irreversible. After activation, you can manage transactions only on a branch level.

To ensure your add-ons work properly with multiple branches, you should run a test and, if necessary, modify the add-ons before you enable the multiple branches feature for production use.

End of the caution.

Prerequisites

  • In the Document Settings window, on the General tab, you have selected the Manage Inventory by Warehouse checkbox.

  • In the Company Details window, on the Basic Initialization tab, you have done one of the following:

    • Selected the Use Perpetual Inventory and Manage Item Cost per Warehouse checkboxes.

    • Deselected the Use Perpetual Inventory checkbox.

      Note Note

      If the settings of some items contradict the configurations described above, you need to change the item settings first. For more information, see SAP Note 1691012Information published on SAP site.

      End of the note.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Company Details End of the navigation path.

  2. On the Basic Initialization tab of the Company Details window, select the Enable Multiple Branches checkbox.

  3. Choose the Update pushbutton.

  4. A system message appears, asking for confirmation to activate multiple branches. Choose the Yes button to proceed.

  5. A second system message appears, asking you whether or not to copy existing company information (company name and address) to the default main branch that will be created after multiple branches are activated. Choose either of the following options to proceed:

    • Yes: Company information, as well as existing transactions, will be assigned to the default main branch.

    • No: The company name, as well as existing transactions, will be assigned to the default main branch.

  6. If there is any existing transaction, a Branch Registration Number window appears. Enter a unique registration number provided by the government for the branch, or enter an internal number to identify the branch.

    Caution Caution

    You cannot change the registration number for the default main branch after activating multiple branches because transactions exist with the branch. Therefore, ensure that you enter the correct or appropriate registration number in this step.

    End of the caution.

Result

  • A default main branch is created with the following data assigned to it:

    • Existing transactions, whether open or closed

    • Business partners

    • Warehouses

  • Existing branches of users and employees are automatically copied to the Branches - Setup window as disabled branches.

    Caution Caution

    If you enable the multiple branches feature for a new company, do not confuse the default main branch with the existing system branch named Main. By default, the default main branch uses the company name and is enabled.

    End of the caution.

  • The Users - Setup window no longer contains the Branch field. Instead, you need to assign users to at least one branch. For more information, see Assigning Users to Branches.

  • The Branch dropdown list in the Employee Master Data window contains the branches in the Branches - Setup window, but no longer has the Define New option.

More Information

Initializing Branches

Defining Branches