Business Entity File

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This file allows you to define a “business” as being any combination of companies, branches, and cost centers. The main purpose of the business entities concept, is to serve as a parameter set for various reports. Business Entities can be created based on the following entities:

Note: Users are assigned to a business entity via the users control panel (menu SET option 2).

Assigning a user to a business entity imposes restrictions on several areas of the system. For example, the following searches are among those that only show values if they are included in the assigned business entity.

Furthermore, the assignment of a user to a business entity is acknowledged by the X by Y and Open Order reports, and restricts the user’s access to only orders for the records in the assigned business entity.

1. On the File Maintenance menu (FIL), select option 50 - Business Entities File.

2. The first screen to appear lists the Business Entity records already established. If there are no records set-up, none are shown, and you may enter records using F1=Add.

In the example above, the business entity “Dancik East Coast Branches” includes five branches within Company #0, and all cost centers. This business entity is also limited to four warehouses and some general ledger “combo codes”.

Field	Description
Business Entity Code	A four character alpha-numeric code representing the Business Entity.
Business Entity Description	A descriptive name for the business entity.
Include/Omit Companies Include/Omit Branches Include/Omit Cost Centers Include/Omit Warehouses Include/Omit Combo Codes Include/Omit Manufacturer	Use these fields to include or omit companies, branches, cost centers warehouses, combo codes and manufacturers from the grouping. If you include entities only they are included in the group. If you omit entities, all entities except the ones you enter are included. Combo Codes are a combination of a Branch and Cost Center. They are created using option 9 on the General Ledger Financial Statements & Custom Reports (GLF) menu. Note: The Cost Center and Combination Code restrictions are only applicable to General Ledger functionality.

5. To print either this business entity or all active business entities, press F9.

This screen displays compares statistics from last year to this year on a month by month basis.

Field Name	Description of Field
Gross Sales	The total amount billed on computer invoices and credit memos, excluding tax, freight, and discounts or handling charges, which appear separately at the bottom of the invoice or credit memo. Miscellaneous sales (entered in miscellaneous F6 lines on Order Entry) are included or excluded based on a company setting.
GP%	Gross Profit Percentage; the G.P.$ divided by the Total Sales.
Avg Order	Average Order Dollars; this figure is generated through these three calculations: Average Order x Number of orders = Order dollars Add Order dollars for each branch/cost center record into Total Order Dollars (for this Business Entity) Total order dollars / Total number of orders = Average order for the entire business entity.

The Sales Analysis screens provide a snapshot of the sales and gross profit for the selected business, including sales for the current month, and the past two years.

If the current month is July 2013, the past 12 months include June 2013 back to July 2012, and the previous 12 months include June 2012 back to July 2011.