Business Entity File

These instructions are for Navigator File Management. For information on File Maintenance in the Green Screen (AS400), refer to Business Entity File - FIL 50.

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:

Companies
Branches
Cost centers
Warehouses
Combo codes

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.

Branch Search
Warehouse Search
Customer Search
Salesperson Search

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. 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.