Assign an ID and name your single entity

The only thing you need to do for your company to be upgraded is to name your entity and assign it a unique ID. The unique ID identifies the entity in your multi-entity company, and distinguishes the entity from the top level of your company. If you choose to add entities to your multi-entity company, the unique ID will distinguish this entity from entities you add later.

Entity naming conventions

It's a best practice to set up a naming convention for your entity IDs. A clear naming convention makes it easy to find an entity name among location names, and simplifies the adding of entities in future.

A common naming convention is to prefix the letter E to a 3 or 4 digit numerical value. For example, your first entity ID is E100, the second entity ID is E200, and so on.

The entity ID is fixed when you define it, and cannot be changed. You can, however, change the entity name later if needed.

It's also recommended to have a naming convention for entities, usually based on their location. For instance, San Francisco, Los Angeles, and Sacramento locations might all be part of the E100: California entity. In this example, the entity ID is E100, and the entity name is California.

1. Go to Company > Setup > Configuration and select Company.
2. On the Company information page, select Edit.
3. Scroll down to Single entity migration settings.
4. Enter identifying details for your single entity as follows:
   • Entity ID: Enter an ID to identify your single entity in your company. For example, you can enter E100 as the entity ID. The ID is permanent and cannot be changed.
   • Entity name: Enter a name to identify the entity in your company.
5. Select Save.