How to setup new org in Revpro
Question: How to setup new org in Revpro?
Revpro supports multi-org in with the orgs having the uniform open period or different orgs having different open periods. This behavior is controlled by the profile option MAINTAIN_OPEN_PERIOD.
- If set to Book, then period open/close at book level maintaining uniform period across all the orgs.
- If set to Org, then the period can be specific to an org and different orgs can have different periods.
Navigate to Setups >> Application >> Profile >> search MAINTAIN_OPEN_PERIOD.
Below steps will explain on how to set up an Org in RevPro and how to open a period.
- Navigate to Setups >> Application >> Organization and click the (+) Icon to create a new org.
2.Navigate to Setup >> Security. Then create the new Role by clicking the + icon and assign the newly created org to the role.
3.Navigate to Security >> Users and assign the newly created role to a user.
4.Log onto to application with the newly created role and click the No Open Period link on the top.
5.Click the Close Current & Open Other. On the resulting Confirmation pop-up window, click OK.
6.Now a new period is opened in RevPro for a specific Org.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √