Company Groups: Configuration Prerequisites

Before starting to create a company group, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the Multibranch Support, Multicompany Support, Multicurrency Accounting, and Customer and Vendor Visibility Restriction features must be enabled.

Configuring the System

You need to make sure the following tasks have been performed in MYOB Acumatica before you begin to create a company group:

• On the Companies (CS101500) form, the companies that you want to include in the new company group have been configured.
• On the Customers (AR303000) form, the customers whose visibility you want to restrict to the new company group have been defined.
• On the Vendors (AP303000) form, the vendors whose visibility you want to restrict to the new company group have been defined.