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HQ Company Setup

HQ Company Setup creates and maintains company records: name, address, tax ID, audit options, and the eight group assignments that control which shared masters the company uses.

Before you start​

  • A company must be created in HQ Company Setup before it can be configured in any module's Company Parameters or used for transaction processing.
  • Have the legal name, mailing address, and federal tax ID.
  • Have the default country for the company (used to validate state/region on addresses).
  • Decide which groups this company shares with other companies (see Managing HQ Groups).

Steps​

  1. Open HQ Company Setup.
  2. Enter a new company number (historically 1–255; higher ranges may be available depending on your Vista version).
  3. Enter the business name and mailing address.
  4. Enter the default country (used to validate state/region on addresses).
  5. Enter the federal tax ID.
  6. Enable audit checkboxes so changes are tracked.
  7. On Additional Info, assign each of the eight group fields: customers, vendors, materials, tax codes, phase codes, equipment cost codes, equipment shops, and contacts.
  8. For each group, either share an existing group with another company or create a separate group number.
  9. If you need consolidated statements with elimination entries, create a separate elimination company with GL-only setup.

Notes​

  • Create required groups on HQ Groups before assigning them here.
  • Never share group numbers between live companies and test companies.
  • Each legal entity needs its own company number.
  • Test company numbering conventions and share-vs-separate patterns for implementations live on the HQ Company Setup Tracker page.