Welcome to the learning unit on ‘Data Access in Multi Book or Multi Company Setup’.

This learning unit teaches you about accessing data records across the various
companies in a multi book or multi company environment.

CUS.Data Access in Multi Book Multi Company Setup 1

 At the end of the session you will be able to,

1. Analyse the need to access data across the various companies in a multi book
environment

2. Create enquiries that fetches data from all the lead companies

3. Access data from a Lead company and its own braches

CUS.Data Access in Multi Book Multi Company Setup 2

 1. Create an enquiry based on the LD.LOANS.AND.DEPOSITS application and
display the following fields
1.1 @ID, AMOUNT and CO.CODE

2. Analyze the Enquiry output

CUS.Data Access in Multi Book Multi Company Setup 3

 Create the enquiry with the following three fields - @ID, AMOUNT & CO.CODE.
Execute the enquiry and analyze the output.

CUS.Data Access in Multi Book Multi Company Setup 4

 You are now seeing the enquiry output. The account ids shown here belong to the
company into which the user has logged into. All the loan records belong to the
GB0010001 company. The listed ids follows a certain pattern as shown in the output.

CUS.Data Access in Multi Book Multi Company Setup 5

 This task teaches you to view records of other LEAD companies using the enquiry
output.

Can enquiries be used to access records of different LEAD companies? Yes you can
access records of all LEAD companies. This learning unit teaches to do the same.

1. Amend the previously created Enquiry record

2. The enquiry output should display records of other LEAD companies also

CUS.Data Access in Multi Book Multi Company Setup 6

 In a MULTI-COMPANY environment the user wants to view all the account records of
different LEAD companies. To do this you will make use of the COMP.FOR.ENQ field
in your enquiry. Open the existing enquiry record. When the user executes the enquiry
, the enquiry should retrieve records from all the different LEAD companies. To do so
you need to make modification to the filed COMP.FOR.ENQ.

COMP.FOR.ENQ – COMP.FOR.ENQ is a multi-value field.

By default it is set to null, meaning the enquiry fetches records from the currently
logged in company.

When the field COMP.FOR.ENQ is set to ALL.COMPANY your enquiry processes

records from all the LEAD companies.

Authorise the enquiry record and launch to view the output.

CUS.Data Access in Multi Book Multi Company Setup 7

 Here is the enquiry output and the id pattern varies from one record to another. If you
see the loan record ids, at the end of each id you can see the company MNEMONIC
appended to it. EU1 is the MNEMONIC for the of EU0010001 company(LEAD
company of Germany). SG1 for the company SG0010001 (LEAD company of
Singapore) and BNK if it exists will be from the MNEMONIC GB0010001.

CUS.Data Access in Multi Book Multi Company Setup 8

 1. Create an Enquiry based on the LD.LOANS.AND.DEPOSITS application with the
following fields - @ID, AMOUNT and CO.CODE

2. The enquiry output should display only records that belong 2 LEAD companies with
id as SG0010001 and EU0010001

CUS.Data Access in Multi Book Multi Company Setup 9

 This section of learning unit teaches you the functionality of the COMPANY.SELECT
field in the enquiry.

1. Create an enquiry based on the LD.LOANS.AND.DEPOSITS application with the

given fields - @ID, AMOUNT, CATEGORY and CO.CODE

2. Using the enquiry the user should be able to fetch records of the LEAD company
and its OWN branches

CUS.Data Access in Multi Book Multi Company Setup 10

 Create the enquiry with the specified fields. Using the enquiry the user should fetch
records of the LEAD company and its own branches. To do this you will learn about
the field COMPANY.SELECT in the enquiry.

The COMPANY.SELECT field provides options to restrict the access of data in a multi-
book setup. In a multi-book setup the financial level data is stored in the same
database table for all companies. By default the field COMPANY.SELECT is set to
NULL , meaning the user can view only records of the company into which he has
logged into.

In a multi-book set up, to view records of the LEAD and its own branches the field
COMPANY.SELECT is set to ALL.

After you specify all the above stated values authorise the enquiry.

CUS.Data Access in Multi Book Multi Company Setup 11

 Now try to launch the enquiry from the LEAD company. The enquiry output will retrieve
records from LEAD and from its own branches.

CUS.Data Access in Multi Book Multi Company Setup 12

 1. False

2. False

3. True

4. True

CUS.Data Access in Multi Book Multi Company Setup 13

 1. The Field COMP.FOR.ENQ is used to access data from different LEAD
companies

2. To view data from all the companies COMP.FOR.ENQ is set to ALL.COMPANY

3. The COMPANY.SELECT field provides options to restrict the access of data in a

multi-book setup

4. In a multi-book setup to view records of the LEAD and its own branches the field
COMPANY.SELECT is set to ALL

CUS.Data Access in Multi Book Multi Company Setup 14

 1. You have now learnt about accessing data records across the various companies in
a multi book or multi company environment.

You will now be able to,

2. Analyse the need to access data across the various companies in a multi book
environment

3. Create enquiries that fetches data from all the lead companies

4. Access data from a Lead company and its own braches

CUS.Data Access in Multi Book Multi Company Setup 15

CUS.Data Access in Multi Book Multi Company Setup 16