Open Forum

Expand all | Collapse all

One company, with 2 departments

  • 1.  One company, with 2 departments

    Posted Feb 25, 2019 09:17 AM
    Guiding for company setup:

    Two companies, joined into one new NAV company, where they operate like departments, but with their own documents (invoices...)

    Henrik Jensen
    IT Chief
    Ocean Prawns A/S

  • 2.  RE: One company, with 2 departments

    Posted Feb 26, 2019 09:46 AM
    If they have two Federal IDs, you should set them up as two companies.  If it is truly one FID, then it should be setup as one company, and you can use Dimensions and/or Responsibility Centers to separate the data.

    We have a similar client, one FID operating with two brands, and we designed the reports to print info relating to the "company" that services the customer.  Invoices, Quotes, Statements, etc. all relate to the brand that the client signed up for.

    This was custom for the client.  Newer versions of NAV might be able to utilize the Word Layouts, where the branding is on the layout not in NAV, and assigning specific layouts for Customers to accomplish this same goal.

    Ben Baxter
    Accent Software, Inc.
    carmel IN


  • 3.  RE: One company, with 2 departments

    Posted Feb 27, 2019 07:00 AM
    We have an add-on for NAV - DimensionPath - that provides functionality to enable multiple legal entities to be set up in a single NAV company.  Our add-on uses Global Dimension 1 to enforce a balanced G/L for each entity, with a lot of related logic and functionality.  Let me know if you'd like more info.

    Rob Hansen CPA, CMA
    Epimatic / DynamicsPath
    Toronto, ON Canada


  • 4.  RE: One company, with 2 departments

    Posted Feb 28, 2019 09:53 AM
    I concur with @Ben Baxter regarding setting up 2 separate companies. NAV has functionality for intercompany transactions, if necessary, as well as consolidated reporting.

    Amanda Mayer
    New View Strategies
    Milwaukee WI


  • 5.  RE: One company, with 2 departments

    Posted Feb 28, 2019 11:48 AM
    I agree with Ben and Amanda but I have seen the need for documents by location or department. You will need a modification to control the printing based on department.

    Kim Dallefeld
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee


If you've found this thread useful, dive deeper into User Group community content by role