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Navigator Business Entity File

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.

Click Records and then Create to add new Business Entities.

Field

Description

Code

A four character alpha-numeric code representing the 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

Use these fields to include or omit companies, branches, cost centers warehouses, and combo codes 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.

Note:  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.

Include/Omit Manufacturers

This setting adds the ability to restrict access by Manufacturer.

Restricting a user to a specific manufacturers imposes restrictions on the following areas of the system:

  • Inventory Reports (green screen menu options are in ())

—   Print Stock Status Reports (menu option RIV 4)

—   Print Stock Activity Reports (RIV 5)

—   Item Analysis Report -Stock/Sales (RIV 115)

  • X by Y Reports (Menu options RSA 201-212

  • Open Order Reports (ROO 1-18)

  • Four Way Sales and GP Analysis (RSA 19)

  • PO Landed Cost Forecast Report (RPO 13)

  • Inventory Receipts Analysis Reports (RPO 14)

  • Order Entry (CUS 1)

  • Order Inquiry (CUS 10)

  • Order Change - Lines for a manufacturer that included in the Business Entity cannot be changed.

  • Inventory Inquiry (INV 1)

  • Quick Quoter (CUS 8)

  • Invoice Inquiry (IVC 8) - Invoice information is displayed as long as the user is not restricted from the order by company and/or branch. Order lines that have a manufacturer restriction will not be able to access any functions relating to Inventory such as Inventory Inquiry (F22).