Order Entry multi-entity guidelines
Related information
Related topics
Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.
Learn more about Order Entry transactions.
Learn more about Order Entry transactions in a multi-entity company.
Top level
- Transaction definitions created at the top level can be used at the top level and entity level.
- Transactions created at the top level must be converted, edited, and viewed at the top level.
- Transactions created at the entity level from a top level transaction definition can be converted, edited, and viewed at the top or entity level.
Entity level
- Transactions definitions created at the entity can be used only at the entity level.
- Transaction definitions created at the entity level with default values for department or location can be used only to create transactions at the entity level.
- Transactions created from an entity private transaction definition must be converted, edited, and viewed at the entity level.
Reclassification
Reclassification is only valid for entity-private transactions. Transactions for reclassification cannot originate in Order Entry or Purchasing.
Order Entry transactions become either AR or GL transactions, which cannot be used for reclassification.
Multi-base currency guidelines
Learn about multi-base currency guidelines.
For subscription information
Contact your Sage Intacct account representative.
