Removing Divisions from license

Modified on Tue, 30 Sep at 2:48 PM

Please follow these steps before removing the Divisions option from the license.

In the Server Setup > General Tab > Divisions, set all but the first Division inactive. Then apply the new license.

Beforehand you should follow the below steps:

In Toolbox > Projects and Objects > Go to Menu: Display > and un-tick Divisions otherwise once it's not licensed anymore the Column will remain with ? in other than main Division.
For invoices add a CF called Division > And set the Division on the Invoice CF.

Make sure that ALL search filters for all advanced users are pointing to ANY DIVISION in the Advanced Searches (Projects, Contacts, Invoicing) and Object Manager.

What happens after the Divisions option is removed from license:

All Object and Clients allocated on a different Division than on the main one will be reallocated to the main Division (Which is the first one in list placed on server setup > General Tab).
Existing Projects/ MOs belonging to other than the main Division will be reallocated to the main Division.
Invoices 'loose' the Division Invoice information > recommended to create an Invoice Custom Field called Division to add the Information. You might end up with double invoice numbers, e.g. 1,2,3,4,5 (Division 1) 1, 2, 3, 4, 5 (from now 'hidden'/ non-existing Division 2).
Even if you set the Division to 'Inactive' before you remove the DIVISIONS option from the license, all Divisions other than the first in the list show with "?" in Toolbox > Projects/ Objects > Division column.
You can't report/ group by Division anymore in Financial Report.
In the Projects windows you cannot search by Division anymore.