Using Business Models

Business Models are used to create new company templates from the demo company or your company data folders. When you are creating your business model you can specify whether to create an empty set and use the Net•Yield default settings and tables, include "Tables Only" vs. "All Data", and thus create a clone of your existing company as compared to a copy of the company. The system uses the XML programming language to create a new set of business models.

To create the demo company:

After installing Net•Yield, click on the Net•Yield Demo Company icon. The demo company will be created automatically based on the demo company XML templates found in the Shared\NetYield\data\Business Models\Demo Company folder. The demo company can only be created once

To create your own business model:

1. Open the system utilizing either a demo company template or your live Net•Yield system. When a user creates a new company, Net•Yield looks to the Business Models XML templates to create the new company database files. If there are no XML files in the Business Models folder, the system will notify the user that the XML files must be created. The following message will display: "The initialization files were not found in the Business Models folder. Initialization files must be located in the \NetYield\Business Models\ folder.

The demo company or the current system that you are using to create the new business from should contain the appropriate settings, default values, table entries, and transactions (if any) that you want to include in the new business model.

2. Select the Business Models menu option from the System menu.

3. When you first enter the Business Models option a Select An Option to Create Business window will display the following options:

• EXIT – Select EXIT to exit the Business Models option and return to the System menu.
• Empty Set – Select Empty Set to use the default Net•Yield settings and table options. It does not contain any customers or vendors – it contains a sample chart of accounts, a few items, and the minimum number of table definitions for the Net•Yield system to operate.
• Tables Only – Select Tables Only to create the Business Model template based on the data in the Net•Yield tables, such as customers, brokers, routes, terms, vendors, items, etc. and the current setup options. Transaction data, such as invoices, sales orders, purchase orders, etc. will not be included in the Business Model templates.
• All Data – Select All Data to create the Business Model template based on both the table data and transaction data. Selecting All Data creates a XML backup copy of your current company that can be used to create a new company folder.
• Remove Test Data – Select Remove Test Data to remove all business transaction data from the existing system. Selecting Remove Test Data also resets item, customer, and vendor balances to zero and resets the starting transaction numbers to the Net•Yield default starting values. This option should only be used to remove the transactions entered during the installation and training phase of the Net•Yield installation prior to going live. This option will only be available if the Old Code Conversion Mode setting in System Options is set to Y (Y=yes).

Important! If Remove Test Data is selected, ALL current transaction data will be removed and transaction numbers will be reset the system default starting numbers. This option should only be used under the guidance of the Net•Yield support department.

Scroll to the appropriate option and press Enter to select. XML files will be created in Shared\NetYield\Business Models folder, based on the option selected.

To create a new company from the Business Models created

1. If you have already created a new company folder (for example, "MyCompany") in the Program Files\NetYield\Data folder on your local workstation you may select the folder now. If a new company folder has not yet been created, use the "Make Folder" button to create a new folder. The new company folder will be created in the Program Files\NetYield\Data path. However, once the new folder is created it may be moved to any mapped drive on your network. Be sure to properly link any desktop shortcuts to that company's system. When the files are finished copying, the system will return to the System menu. See Installing Net•Yield for more information.

2. Select the new folder in C\Program Files\Data folder.

Note: If XML files have not been created using the Empty Set, Tables Only, or All Data option, and an empty folder is selected, the following message will display: "The initialization files were not found in the Business Models folder. Initialization files must be located in the \NetYield\Business Models\folder.

3. The following message will display: "Do you want to create a new company in C:\PROGRAM FLIES\NETYIELD\DATA\NAME OF FOLDER? Yes/No."

• Select yes to create a new company based on the business models currently in the Business Models folder.
• Select no if you do not want to create a new company based on the Business Models currently in the Business Model folder.

4. If you select yes, Net•Yield will load with the information based on the selection made in Step #3.

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