If I’ve created a company “Without Branches” that now requires that they need “with Branches” Is there a way to edit this feature without deleting the existing company; there are no transactions within the existing company?
Question
Company Type
+4Hello!
Here is what the help documentation says about these changes.
After a company has been configured, the company type still can be changed as follows.
| From | To | Condition |
|---|---|---|
| Without Branches | With Branches Not Requiring Balancing or With Branches Requiring Balancing | At any time |
| With Branches Not Requiring Balancing or With Branches Requiring Balancing | Without Branches | The company has only one branch or no branches at all. |
| With Branches Not Requiring Balancing | With Branches Requiring Balancing | No transactions have been posted by company branches or the company has only one branch. |
| With Branches Requiring Balancing | With Branches Not Requiring Balancing | No transactions have been posted by company branches or the company has only one branch. |
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=3b262f5c-aaaf-48cd-9f8b-cb3f678afc31
Ed Goodman
+19Hello,
Yes, on a new company with no transactions, you may simply change the Company Type in Companies screen.
Laura
~ Laura Barber, WM Synergy
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