Setting Up Multi-Entity Management (BC365)

if multi entity management is not installed in an instance, you will need to reach out to binary stream before installing the plugin you can learn more by going to the binary stream mem website page mem configuration there is minimal configuration to ensure mem works with the plugin there are two main criteria that will need need to be met mem is enabled and a global dimension is selected mem is enabled in global search, look for the multi entity management setup on this page, make sure disable multi entity management is disabled if this option is enabled, the plugin will not respect any subsidiaries when posting and paying bills this could potentially lead to payment failure or inaccurate records being posted global dimension is selected you will also need to make sure either global dimension 1 or global dimension 2 are selected both are supported via the plugin on the plugin's setting page, your selected dimension will sync you are unable to toggle on or off mem enabled it will be toggled on as long as mem is enabled user access invoices invoices must be assigned to an entity the pay invoices and payment history pages are filtered to only load the bills that are assigned to the entities to which a user has access for example, in the global search functionality, search mem user security setup users can now be assigned access to specific entities in this example, this user will only have access to invoices with the entity code a01, b01 or b02 they will not be able to see invoices assigned to c01 or c02 bank accounts bank accounts must be assigned an entity the same logic applied to invoices is in place with bank accounts loaded on the pay invoices page and on the bank statements page will only show the bank accounts that are assigned to the entities that the user has access to in the same example as above, this user would only have access to bank accounts with the entity code a01, b01 or b02 they will not be able to any bank accounts assigned to c01 or c02 vendors there is no current filtering on access for vendors via the plugin disabling/ uninstalling mem please consult with your erp consultant and/or binary stream to remove mem from your environment once uninstalled, the plugin will not be able to read/modify records for companies specified under the entity dimensions limitations since fispan and multi entity management by binary stream software are two independent extensions, the following features will be disabled by fispan upon installation due to incompatibility with mem architecture 1\ write check ledger entries the feature specifies if check ledger entries should be made for any check payments through the plugin 2\ overwrite doc no check payments the feature specifies if document no on the ledger entries should be overwritten on check payments note although check numbers will not be overwritten or added to the check ledger entries, check numbers can still be accessed via the payment history csv export for your records 3\ batching ledger entries this feature allows multiple invoices to be paid under one payment through the fispan plugin when enabled, it combines invoices into one entry in the bank account ledger entries, check ledger entries and vendor ledger entries