Topic: A Question On Parent and Branches

Hi guys, My company would like to deploy the FA application as the accounting software, so there would be one parent company and 28 branches(or subsidiary companies), does FA allow to do that? I’m afraid if there are any restrictions on the number of branches. Any idea? Thx all

2 (edited by poncho1234 03/14/2019 06:15:22 pm)

Re: A Question On Parent and Branches

Hi, FA uses locations for that - Items & Inventory -> Inventory Locations wiki read here You can then sell (or buy) products from each location; for the financial control and GL reporting side set up a dimension for each location.

Set up a training company to try it first and get to know how it works and links together, do some dummy transactions that reflect your actual business; read the wiki and any relevant forum posts

There are no restrictions on the number of locations or dimensions

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/

Re: A Question On Parent and Branches

OK, now how do I get the location name and address to print out on the sales orders and invoices?

Re: A Question On Parent and Branches

You have deliver from location, which is location of goods.  and you can get the details from it. there is a column in sales_orders table. from_stk_loc, you can connect the locations and get the informations of address, and name,

from sales invoice you can get order no from order_. use that and get the sales_order table connected and get the location and connect it with locations table to get it.

But i guess, there it was already collectetd in the sales invoice and sales order pdf templates. kindly check that clearly before making it depth coding.

Re: A Question On Parent and Branches

So, this requires a code mod?  No way to do it "out of the box?"

Re: A Question On Parent and Branches

I think it already comes. Probably check it dude.

Re: A Question On Parent and Branches

bradlanier wrote:

OK, now how do I get the location name and address to print out on the sales orders and invoices?

Is this the same tax entity? Or a different company?

Most invoices need to have the address of the head/registered office on them, they don't usually have the store location address; look at a receipt from a chain store - Walmart, etc.

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/

Re: A Question On Parent and Branches

Yes, same tax entity and yes, different company (dba). Let me explain...
Tax entity is a sole prop.  As a sole prop, the tax entity is the sole prop owner.  But different dba "companies" under the same sole prop have different books, but they need to "roll up". COA is segmented to support this.  Invoice needs to show "dba" name, not business entity name.

Re: A Question On Parent and Branches

Is it possible to connect users with company's branches? while sign in into ERP, They shall have only working branch related data. Giving option in dropdown list to user, there are several man made error without proper dimension or location.

Regards,
Bharathiraja Kaliyamoorthy

10 (edited by poncho1234 07/11/2021 06:16:22 pm)

Re: A Question On Parent and Branches

bradlanier wrote:

Yes, same tax entity and yes, different company (dba). Let me explain...
Tax entity is a sole prop.  As a sole prop, the tax entity is the sole prop owner.  But different dba "companies" under the same sole prop have different books, but they need to "roll up". COA is segmented to support this.  Invoice needs to show "dba" name, not business entity name.

Then kvvaradha´s post #4 & #6 above is the info you need or go to https://frontaccounting.com/punbb/viewforum.php?id=16 Jobs wanted forum to hire a developer, but its not a major mod.

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/

Re: A Question On Parent and Branches

geesyscare wrote:

Is it possible to connect users with company's branches? while sign in into ERP, They shall have only working branch related data. Giving option in dropdown list to user, there are several man made error without proper dimension or location.

No, separate companies and then import the data on a regular basis (this could be automated) to main company is what I would do.

The FrontAccounting Wiki(Manual, examples, tips, setup info, links to accounting sites, etc) https://frontaccounting.com/fawiki/