Installing Fidesic for Multi-Entity Management - MEM

This base installation of Fidesic for MEM Scripts

Preparation-

  1. User Log out and GP shutdown NOT required for this module.
  2. Only complete the steps after completing the standard Fidesic Module for GP Installation. 

Installation 

Fidesic for MEM is a pair of scripts that need to be run on the company database that will be using fidesic and MEM

Implementation must be done as a WINDOWS ADMINISTRATOR during all steps. Whenever possible to “run application as administrator”, please do so to avoid any issues.

Script Location: C:\Program Files (x86)\Fidesic\MEM

  • 1. MEM__CombinedSQL_GP2018 (name will vary based on version of GP)

Open SQL Server Management Studio

  1. Open MEM__CombinedSQL_GP2018
  2. Select GP Company Database
  3. Hit execute
  4. Repeat for all company databases within GP

Common Configuration Setting to check

To pay out of a different entity than the originating transaction, you can set this up using the MEM Account Substitution Override Setup. This allows a company Entity to always pay out a specific entity.

This setting is necessary for Fidesic to Follow MEM settings properly. More info on this setting here: https://help.fidesic.com/knowledge/hc/en-us/articles/360030064252-check-your-fidesic-relevant-multi-entity-management-settings

After installation, make sure to check your relevant MEM settings to assure import will function as you intend. Check your Relevant MEM Settings