- (optional) Planner Multi-Server Installation
- Deploy (Please Save & CheckIn before you deploy to make all the changes effective.)
In the Entity form you will get a list of all available combinations for your Companies and Books.
All Main books are selected by default.
To save, click on another row.
Click on the Continue button at the bottom to go to next step.
|Source|| Every entity (company) will exist in multiple sources.
Example: for a specific entity, it's possible to select to load Financials, but un-select Account Receivable.
FxRate by default is not selected, select which entity's FxRate you want to use.
|Code|| Code of the entity (company) in the source database
(In the Financials datasource, For Epicor ERP, it is a concatenation of Company code and BookID)
|Label||The label that the entity (Company) will get in pcFinancials|
|Name||The description that the entity (company) will get inpcFinancials|
|Currency||Currency for the entity|
|Priority||Load order of entity(company)|
|SelectYN|| Check the rows you want to include;
Uncheck the rows you want to exclude.
The description for all dimension members will be taken from the company with the highest priority.