This chapter contains the following topic:
The Passport Business Solutions software can perform data processing for multiple companies. Switch to company enables you move from the current company to another company without exiting from Passport.
If you do not use the multi-company feature, you may skip this chapter.
For defining multiple companies, see the PBS Administrative documentation. Multiple companies may be automatically generated when upgrading your data using EZ Convert.
Select
Switch companies from the CTL menu. The following screen displays:
Graphical Mode
Select a company from the list box. You will be required to enter your user ID and a valid password before proceeding to the new company.
You may sort the list by company ID in ascending or descending order. Click on the column name or the arrow to the right of the column name to change the sort or use the View options. Only column names in red may be sorted.
To find a company via the list box, the focus must be on the box (the data displays as blue). Start typing the company ID. You may also use the up/down arrows, Page up, Page down, Home and End keys to locate a bank. The <F1> and <SF1> keys function the same as the up/down arrow keys.
Once a company is found, select the Switch button to go to that company. Otherwise select Cancel to return to the current company.
Character Mode
Enter the following information:
Options
Enter a valid company code, or use one of the options:
|
<F1> |
For the next company |
|
<SF1> |
For the previous company |
Once selected, the company name displays next to its code.
You will be required to enter a valid password before proceeding.
|
Format |
Two characters |
|
Example |
Press <F1> |
Answer Y to re-enter the screen, or N to proceed.
Printing a list of companies is done from the CTL menu.
Select
Multiple companies from the Reports menu.
Graphical Mode
Character Mode
The following screen displays:
Starting company ID and
Starting company ID
Enter the range of companies you wish included on the report, or press <F2> for the First starting company or the Last ending company.
|
Format |
Two characters, consisting only of digits or letters. Spaces are not allowed. Lowercase is valid but is converted to uppercase. |
|
Example |
Press <F2> at each field. |
Make any desired changes, and select OK to print the report. Select a printer.