MASTER CID Copy Guide - Revision history

Mwillard: /* Update Master ENT */

2026-02-03T22:55:44Z

‎Update Master ENT

2026-02-03T22:50:53Z

2026-02-03T22:48:42Z

2025-05-05T17:49:30Z

2025-05-05T17:47:19Z

2025-04-03T18:03:11Z

2025-04-03T18:01:27Z

‎Submit Request to Development

2024-05-20T17:51:52Z

2023-03-20T18:32:11Z

‎Move Email Templates to the New CID & Update

2023-03-20T18:31:44Z

← Older revision		Revision as of 22:55, 3 February 2026
Line 64:		Line 64:

	* Update the 'Master ENT' value in CID Maintenance to the newly created Org ID from the previous step.		* Update the 'Master ENT' value in CID Maintenance to the newly created Org ID from the previous step.
		+	* If the CID will be using a currency other than USD, additional options can be added to the Currency field drop down via the Currency Master screen. This screen is not in the Menu Prompts by default and will need to be added.

	=== Set the GL Mask ===		=== Set the GL Mask ===

@@ Line 49: / Line 49: @@
 == Create the Master ENT Organization ==
 *Create an Organization for the new company. Match the Organization ID to the CID. Assign the following attributes:
 **	Bill To / Ship To / Sold To
 **	Inventory Owner
 **	Remit To / Sold From
-*In SQL, update the CID for this Organization to match the new CID.

@@ Line 49: / Line 49: @@
 == Create the Master ENT Organization ==
-*Set the CID drop-down to the new customer, and create an Organization for the new company. Match the Organization ID to the CID. Assign the following attributes:
+*Create an Organization for the new company. Match the Organization ID to the CID. Assign the following attributes:
 **	Bill To / Ship To / Sold To
 **	Inventory Owner
 **	Remit To / Sold From

@@ Line 190: / Line 190: @@
 *Copy the expression below and paste into the PowerShell cursor to rename all FRT files. '''IMPORTANT - replace the text 'newcid' with your customer's CID name'''
-'''Get-ChildItem -Filter "*master.frt" | Rename-Item -NewName {$_.name -replace 'master.frt', 'newcid.frt'}'''
+'''Get-ChildItem -Filter "*master*.frt" | Rename-Item -NewName {$_.name -replace 'master', 'NEWCID'}'''
 Type 'EXIT' and then Enter to close PowerShell.

@@ Line 186: / Line 186: @@
 *Copy the expression below and paste into the PowerShell cursor to rename all FRX files. '''IMPORTANT - replace the text 'newcid' with your customer's CID name'''
-'''Get-ChildItem -Filter "*master.frx" | Rename-Item -NewName {$_.name -replace 'master.frx', 'newcid.frx'} '''
+'''Get-ChildItem -Filter "*master*.frx" | Rename-Item -NewName {$_.name -replace 'master', 'NEWCID'}'''
 *Copy the expression below and paste into the PowerShell cursor to rename all FRT files. '''IMPORTANT - replace the text 'newcid' with your customer's CID name'''

← Older revision		Revision as of 18:03, 3 April 2025
Line 12:		Line 12:

	*Create the '6.4.4 Install Adj 2020' task on the 1st of the month after the Needs Analysis is complete because when that task is completed it fires a route to start recurring monthly invoices for licensing.		*Create the '6.4.4 Install Adj 2020' task on the 1st of the month after the Needs Analysis is complete because when that task is completed it fires a route to start recurring monthly invoices for licensing.
		+

	== Verify the CID is Accessible and Create a Shortcut ==		== Verify the CID is Accessible and Create a Shortcut ==

← Older revision		Revision as of 18:01, 3 April 2025
Line 11:		Line 11:
	*Open a ticket (Install Adjutant Desktop) to Development to copy the MASTER CID database to the new customer server location. Include all necessary details and instructions for any special circumstances. Send an email with additional information (and copy all team members) if it is too much to fit into the ticket comments.		*Open a ticket (Install Adjutant Desktop) to Development to copy the MASTER CID database to the new customer server location. Include all necessary details and instructions for any special circumstances. Send an email with additional information (and copy all team members) if it is too much to fit into the ticket comments.

		+	*Create the '6.4.4 Install Adj 2020' task on the 1st of the month after the Needs Analysis is complete because when that task is completed it fires a route to start recurring monthly invoices for licensing.

	== Verify the CID is Accessible and Create a Shortcut ==		== Verify the CID is Accessible and Create a Shortcut ==

← Older revision		Revision as of 17:51, 20 May 2024
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	*Update the ‘Item Held For Codes (HOLDER) Rule Maintenance record to replace the entry for MASTER with the new customer name and vendor number.		*Update the ‘Item Held For Codes (HOLDER) Rule Maintenance record to replace the entry for MASTER with the new customer name and vendor number.
		+
		+
		+	===Delete Unwanted Fiscal Calendar Header Records (FISCALH)===
		+
		+	Data copied from MASTER will have many years of fiscal calendar details that clients do not need loaded. These fiscal calendars are copied in the first step to create the new CID. They can either be deleted before that first step, or any time after the new CID is created. The fiscal calendars must be deleted via SQL and should be reviewed carefully before deciding which years will be needed for the customer.
		+
		+	Review the calendars that exist in the FISCALH SQL table. Fiscal Calendar header records are saved by CID and Fiscal Year. Delete any KEYNO records in this table that will not be needed for the new customer. A good rule of thumb is that you can delete all but the current and prior year in the new CID.
		+
		+	The FISCALD SQL table contains the individual months/periods for each KEYNO listed in the FISCALH table. These records can be left in place and should not affect anything once the FISCALH KEYNO value is deleted.

@@ Line 154: / Line 154: @@
 *Run the following SQL QRY to ‘move’ the MASTER Email Templates to the new CID where 'AAAA' is the new CID:
-**	update emailsetting set CID = 'AAAA' where CID = 'MASTER'
+**	'''update emailsetting set CID = 'AAAA' where CID = 'MASTER''''
 ** Note that there are database entries for MASTER and JONESCO. The above query should prevent duplicate template records from getting created for the multiple CIDs in MASTER data.
 *Review and update the Email Templates Subject lines and update these to the new customer's name. Replace references to MASTER CID with the customer in all templates.
 == Update Form and Report Filenames With the New CID ==