I think you are missing one step. You have to add the new company also to a user. So go to Administration -> Users -> Users and select a user. Then add the new company into the list of companies. Maybe you have to logout and login again to get it working.
So you have companies and each company has employees. Both relates to party to get the different details. As you can see, there is a missing link, from company and employee to a Tryton user who can login and do stuff. That’s the step you forgot, linking the company and employees to a Tryton user who can login.
added a new user to parties under parties > parties
added a new user under administration > users > users and gave privileges to it
logged out and back in
navigated to administration > users > users and tried to enter the new company as 'current company. But the new company is not available in the drop down list ‘current company’ (I have the German Version ‘Aktuelles Unternehmen’)
What am I missing? Do I just rename the already established current company?
I do not anything anything is so wrong that you can not fix the existing data.
For the company, you can link it to the party you created.
For the user, I guess you wanted to create employees so you can link the user to the employee which is linked to the party.
Thanks for the help. But I am trying to make notes which don’t have any fixes or detours. A new install takes me a few minutes with the install script. So I think it’s worth it. I will follow the combined advice here:
create new company in companies > companies
create new user in Administration > users > users
add the company to a user in Administration > users > users
log out and back in
After that I want to change the current company to the new company using the profile button on the top right. A window opens with the admin email and password in the header and the actual company in the body. I switch the filter to ‘all’ but the drop down ‘current company’ doesn’t have the new company. It just has the ‘Musterfirma’ which came with the sample database.
Now I log out and back in with the new user I created et voilà the new company is available in the drop down ‘current company’. So now I have a sequence to follow. Perhaps this sequence could be added to the documentation.
Now I continue with the learning curve, wish me luck.
I do not know about this script but if it creates data it is probably not a good one to setup a database.
By default Tryton does not generate any business data but run some setup wizards on first login to help configuring.
Well, I tried that route in the first place but failed miserably. It has to do with the fact that I don’t have enough docker experience. I found this script (see link in my first post) which installs a virtual environment and has the option to load a sample database for a German company. Now I am trying to make the necessary modifications for my company.
The fasted way to change the company is to create a new Party and replace the Party of the current company with the new one. The name of the company is taken from the Party name.
But the notes can be moved into a howto. I have taken your notes and moved it into a bit more readable version. If anybody is interested I can create a draft Howto so another can maybe add some screenshots and changes to the text.
create a new party which will be linked to the company under parties -> parties
create a new party which will be linked to the company as an employee under parties -> parties
create new company in companies -> companies
Note:
You must set a currency, this is used as the default currency for the company. Setting the timezone will help to localize the date and time.
create employees in the company in the same form or through companies -> employees
create a new user under administration -> users -> users and give access permissions to it
add the newly created company to the Companies field (you can add more )
add the newly created employee to the Employees field
You can also set the Current Company and Current Employee, these are used when the user logs in. Setting the Company Filter will filter the records based on the Current Company or all companies added to the Companies field.
Note:
The user can change those settings themselves.
After everything is setup, logout and login as the new user.
Note:
When making changes in the preferences, logout and login again to make sure the changes are applied.
Change the company
Changing the company is very easy and depends on what the change actually is. If only the name of the company changes, just rename the party linked to it. If the company moves and changes it’s name, create a new party and replace the current party on the company to the new one. If basically everything changes including employees, this is the same as adding a new company and
employees.
The script runs smoothly and Tryton is up and running using the desktop client.
Then I created a new user next to the admin user and tried to change the current company from ‘Musterfirma’ to my company using the procedures outlined above. But I observed the same problems as I described above.
The new user is created in users > users
My company and the new user is created in Parties
My company is created in companies and has the new user as employee
Log out and log back in with the new user name.
When I open the user preferences (drop down menue accessible through the down arrow on the top right) and try to change the current company, My company does not appear under the selections even if I set the filter to ‘all’ .
What am I missing?
Thanks for your help. I figured it out. The procedure is kind of complicated, but hey, I am willing to learn. @ced : the script itsself does a clean install in a virtual environment which for learning and testing is perfect. The script also has the option to use a pre configured database for the German SKR03 or SKR04 standard accounts. This is a big help if you want to set up finances for a German company.
I do not agree and I think this thread proofs it.
Using the standard installation, you would have a clean database and no problem to “change” the company.
This chart of account is a standard module.
I do not know why anyone in the German community did not submit such module in standard.
It’s not that complicated but like in the aerospace industry it would be nice to have a kind of checklist where you can check off the different things to be done before you takeoff or land. That’s what I wanted to give you in Change current company - #16 by edbo