Using the Action Board with Multi-Entity Management

Before processing payments using Multi-Entity Management (MEM) by Binary Stream® with the Action Board, the following steps must be taken:

• MEM must be activated for all entities you want to process with the Action Board.
  

• All users must have a default entity assigned in the User Entity Setup window. That entity ID will be pulled by default from the Payables Batch Entry window when the Action Board goes through the automated build process. If you do not have an entity ID set up for a company that is going to be included in your Action Board processes, you will be notified through a warning message.

Build Batches

1. Open the Mekorma Action Board Process Maintenance window (Mekorma Area Page > Setup > System > Action Board Process Maintenance).

2. Type in the name of a new or existing Process ID. If creating a new one, select a combination of a company, checkbook, build ID, and payment type to add to the process ID.

3. Click Insert.

4. Open the Mekorma Action Board and select the process ID.

If the entity has been set up as a parent entity (Multi-Entity Management page > Setup > Company > Purchasing > Centralize AP), it will call the MEM centralized process. The batch will be created including all the invoices from its child entities. If the entity has not been set up as a parent entity, the process is considered a decentralized process and will create one batch per entity based on the process ID setup.

5. Check the box next to each batch you would like to build, and click Process. Centralized and decentralized processes can be built simultaneously, or one at a time.

6. When building batches for a centralized process:
   • The system will build one batch from all invoices that meet the selected build criteria from each of the child entities within the designated parent entity. See the Build Results Report.

7. When running a decentralized process:
   • One batch is built for each entity, resulting in multiple total batches. See the Build Results Report.

8. Continue with the next steps in the Action Board to process and post your batches.