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Set up a company code and business entity

Create business entities and company codes in Access Maintain and assign them to units for accurate financial reporting.

Written by Rubin Muresan

You can create new business entities and company codes in Access Maintain and allocate them to the relevant sites or units as needed. Once assigned, all payment certificates for that unit will display the associated company code.


Create a business entity and company code

Follow the steps below to create a new business entity and company code.

  1. From the Finance area, click Company Code Settings.

  2. Unlock the green padlock icon.

  3. Click Add Business Entity to create a new entity.

  4. Click Add Company Code to add a company code linked to that entity.

  5. Click Save.


Assign the company code to a unit

Follow the steps below to assign the new company code to a unit.

  1. From the Admin area, click Add/Edit Units.

  2. Select the unit you want to update.

  3. Unlock the green padlock icon.

  4. In the Co. Code field, select the company code you created.

  5. Click Save.


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