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SL Company Parameters

Company Tracker action: implementation-setup-sl-company-parameters Milestone: Subcontract Ledger / Module Setup (milestone_id=12, core_milestone_id=2) Order: 1 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Complete the Subcontract Ledger Module Setup action for SL Company Parameters so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.

Prerequisites​

  • You have permission to change SL company parameters.

Vista configuration article​

See the detailed Vista guide:

Configuring SL Company Parameters

Field meanings and form steps live there. Do not restate them on this page. If Phase 1 Vista depth is still incomplete for a subtopic, keep Tracker thin and link the module intro rather than inventing fields.

Implementation guidance​

  • Decide / load / accept: Decide what must exist for go-live, load the master/config for this action, and accept with the typical owner. Policy notes from Phase 1: Missing audit options weaken tracking on subcontract changes.
  • Prefer TAD for bulk master loads when volumes are large; key small lists.
  • Do not invent client-specific starter packs without labeling them as recommended patterns.

Done when​

  • In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
  • Owner accepts the decide/load result for go-live.
  • Linked Vista configuration matches what was accepted.