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Managing HQ Groups

HQ Groups let multiple companies share group-controlled master data (such as customers, vendors, phases, tax codes, materials, and more) so you maintain it once. HQ Groups control specific code types only. True all-company master files like units of measure, states, and earn types are shared by all companies and modules and are not controlled by groups.

Before you start​

  • Know which companies should share which masters versus keep separate groups.
  • Understand what groups cover: customers, vendors, firms, materials, tax codes, JC phases, and EM (equipment cost/revenue/cost types/shops as applicable), and contacts.

Steps​

  1. Open the HQ Groups form to create and set up your groups first.
  2. Open HQ Company Setup for the company you want to configure.
  3. On the Additional Info tab, review the eight group assignment fields.
  4. Assign each field to a shared group or a company-specific group.
  5. Use the HQ Groups form (and the related master forms) to maintain shared group data; changes apply to every company that uses that group number.

Notes​

  • Create groups on HQ Groups before you assign them on HQ Company Setup.
  • When you create codes while a company is active, they land in that company's assigned group and become available to other companies sharing the group.
  • If tax codes and/or material categories/materials are shared across companies, the GL accounts, JC phases, and JC cost types assigned on those codes must exist in each sharing company.
  • Never share group numbers between live and test companies.
  • Separate legal entities still need separate company numbers even when they share groups.
  • Share-vs-separate patterns and test company conventions for implementations live on the HQ Groups and HQ Company Setup Tracker pages.