Cus18.data Access In Multi Book Multi Company Setup-r11

Data Access in Multi Book or Multi Company Setup TEMENOS EDUCATION CENTRE Warning: This document, is protected by copyright law and international treaties. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this document is subject to change without notice

Objectives

At the end of the session you will be able to,



Analyse the need to access data across the various companies in a multi book environment



Create enquiries that fetches data from all the lead companies



Access data from a Lead company and its own braches

Slide 2

Task 1



Create an enquiry based on the ACCOUNT application and display the following fields





@ID, WORKING.BALANCE and CO.CODE

Analyze the Enquiry output

Slide 3

Create the Enquiry

Slide 4

Output

Slide 5

Task 2 – Access record of all LEAD companies



Amend the previously created Enquiry record



The enquiry output should display records of other LEAD companies also

Slide 6

Amend the Enquiry

Slide 7

Output

Slide 8

Workshop 1



Create an Enquiry based on the ACCOUNT application with the following fields - @ID, WORKING.BALANCE and CO.CODE



The enquiry output should display only records that belong to 2 LEAD companies with id as SG0010001 and EU0010001

Slide 9

Task 3 – Access records of all companies in a Multi book environment



Create an enquiry based on the account application with the given fields - @ID, WORKING.BALANCE, ACCOUNT.TITLE.1 and CO.CODE



Using the enquiry the user should be able to fetch records of the LEAD company and its OWN branches

Slide 10

Create the Enquiry

Slide 11

Output

Slide 12

Quiz



Data cannot be accessed from different companies in a T24 environment – True / False



In an enquiry by default the field COMPANY.SELECT is set to ALL , meaning the user can view records of all the companies – True / False



When the field COMP.FOR.ENQ is set to ALL.COMPANY the enquiry processes records from all the LEAD companies - True / False



In a multi-book set up, to view records of the LEAD and its own branches the field COMPANY.SELECT is set to ALL – True / False

Slide 13

Summary



Field COMP.FOR.ENQ is used to access data from different LEAD companies



To view data from all the companies COMP.FOR.ENQ is set to ALL.COMPANY



The COMPANY.SELECT field provides options to restrict the access of data in a multi-book setup.



In a multi-book setup to view records of the LEAD and its own branches the field COMPANY.SELECT is set to ALL.

Slide 14

A review - Data Access in Multi Book or Multi Company Setup



You have now learnt about accessing data records across the various companies in a multi book or multi company environment.

You will now be able to,



Analyse the need to access data across the various companies in a multi book environment



Create enquiries that fetches data from all the lead companies



Access data from a Lead company and its own braches

Slide 15

Thank You TEMENOS EDUCATION CENTRE Warning: This document, is protected by copyright law and international treaties. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this document is subject to change without notice