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Organization

caution

This documentation is incomplete.

Inventory Organization

An inventory organization is a sub-division of an inventory organization with separate operational ownership. All manufacturing, receiving, shipping, stock maintenance activities are carried out at the inventory organization level. Inventory organizations represent distinct entities in your inventory organization that provides the following functions:

  • A physical area such as a manufacturing facility, warehouse, or distribution center.
  • Inventory identification for an item. Different inventory organizations might have different item attributes for the same item.
  • Provide a mechanism to track stock and establishes ownership of inventory

To create/view/update an inventory organization, navigate to the "inventory organization" screen from your dashboard/favorite.

Enter the organization/inventory organization details or any other criteria in the search form and click on the search button to view an existing inventory organization.

If you don't enter organization details, the system will show you all the inventory organizations. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search inventory organizations.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new inventory organization. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific inventory organization details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the inventory organization header details, such as inventory organization, description, etc.

The system will fetch all the selected entity data. The entity details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The document line and details are shown in a separate tab.. The default configuration shows fields in various functional groups such as

  • Reference
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your inventory requirements.

All Fields
SequenceNameLabelInputTypeField Group
10mdmInventoryOrgIdMdm Inventory Org IddeferredSelectPLANNING
10srcEntityNameSrc Entity NamedeferredSelectDEFAULT
20srcEntityIdSrc Entity IdInputType.textREFERENCE
30mdmBusinessOrgIdMdm Business Org IddeferredSelectREFERENCE
40inventoryTypeInventory TypeInputType.selectCONTROL
50inventoryCodeInventory CodedeferredSelectDEFAULT
60inventoryOrgNameInventory Org NamedeferredSelectENTITY
70isItemMasterIs Item MasterInputType.checkBoxDEFAULT
80masterInventoryIdMaster Inventory IdInputType.textREFERENCE
90calendarCalendardeferredSelectDEFAULT
100locatorControlLocator ControlInputType.textFieldENTITY
110allowNegativeBalanceCbAllow Negative Balance CbInputType.switchFieldDEFAULT
120costingOrgCosting OrgdeferredSelectFINANCE
130posPriceListHeaderIdPos Price List Header IdInputType.textREFERENCE
140costingMethodCosting MethodInputType.textFieldFINANCE
150transferToGlCbTransfer To Gl CbInputType.switchFieldDEFAULT
160defaultCostGroupDefault Cost GroupInputType.textFieldPLANNING
170materialAcIdMaterial Ac IddeferredSelectREFERENCE
180materialOhAcIdMaterial Oh Ac IddeferredSelectREFERENCE
190overheadAcIdOverhead Ac IddeferredSelectREFERENCE
200resourceAcIdResource Ac IddeferredSelectREFERENCE
210expenseAcIdExpense Ac IddeferredSelectREFERENCE
220lotUniquenessLot UniquenessInputType.textFieldCONTROL
230lotGenerationLot GenerationInputType.textFieldCONTROL
240lotPrefixLot PrefixInputType.textFieldCONTROL
250lotStartingNumberLot Starting NumberInputType.textFieldDATA
260serialUniquenessSerial UniquenessInputType.textFieldCONTROL
270serialGenerationSerial GenerationInputType.textFieldCONTROL
280serialPrefixSerial PrefixInputType.textFieldCONTROL
290serialStartingNumberSerial Starting NumberInputType.textFieldDATA
300atpAtpInputType.textFieldDEFAULT
310pickingRulePicking RuleInputType.textFieldDEFAULT
320sourcingRuleSourcing RuleInputType.textFieldDEFAULT
330interOrgPpvAcIdInter Org Ppv Ac IddeferredSelectREFERENCE
340interOrgReceivableAcIdInter Org Receivable Ac IddeferredSelectREFERENCE
350interOrgPayableAcIdInter Org Payable Ac IddeferredSelectREFERENCE
360interOrgIntransitAcIdInter Org Intransit Ac IddeferredSelectREFERENCE
370invApAccrualAcIdInv Ap Accrual Ac IddeferredSelectREFERENCE
380invApExpAccrualAcIdInv Ap Exp Accrual Ac IddeferredSelectREFERENCE
390invPpvAcIdInv Ppv Ac IddeferredSelectREFERENCE
400invIpvAcIdInv Ipv Ac IddeferredSelectREFERENCE
410salesAcIdSales Ac IddeferredSelectREFERENCE
420cogsAcIdCogs Ac IddeferredSelectREFERENCE
430deferredCogsAcIdDeferred Cogs Ac IddeferredSelectREFERENCE
440costupdateAcIdCostupdate Ac IddeferredSelectREFERENCE
450itemRevEnabledCbItem Rev Enabled CbInputType.switchFieldDEFAULT
460revStartNumberRev Start NumberInputType.textFieldDATA
470statusStatusInputType.selectCONTROL
480revEnabledRev EnabledInputType.selectDEFAULT
490revNumberRev NumberInputType.numberDATA
540glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5500createdByCreated ByInputType.textREFERENCE
5510creationDateCreation DateInputType.textREFERENCE
5520lastUpdatedByLast Updated ByInputType.textREFERENCE
5530lastUpdateDateLast Update DateInputType.textREFERENCE

Business Organization

A business organization is a sub-division of a legal entity with separate management ownership. All the external documents (such as PO, SO, AR/AP Invoice) are created at the business organization level. Operation by the business organization is aimed to introduce the following features:

  • Security and data access control
  • Ownership and Communication with external entities (Customer and Suppliers)
  • Generate P&L at BO level

To create/view/update a business organization, navigate to the "business organization" screen from your dashboard/favorite.

Enter the organization/business organization details or any other criteria in the search form and click on the search button to view an existing business organization.

If you don't enter organization details, the system will show you all the business organizations. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search business organizations.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new business organization. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific business organization details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the business organization header details, such as business organization, description, etc.

The system will fetch all the selected entity data. The entity details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The document line and details are shown in a separate tab.. The default configuration shows fields in various functional groups such as

  • Reference
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
SequenceNameLabelInputTypeField Group
10mdmBusinessOrgIdMdm Business Org IddeferredSelectREFERENCE
10srcEntityNameSrc Entity NamedeferredSelectDEFAULT
20srcEntityIdSrc Entity IdInputType.textREFERENCE
30mdmLegalOrgIdMdm Legal Org IddeferredSelectREFERENCE
40businessOrgCodeBusiness Org CodedeferredSelectENTITY
50businessOrgTypeBusiness Org TypeInputType.selectCONTROL
60businessOrgNameBusiness Org NamedeferredSelectENTITY
70managerManagerInputType.textFieldDEFAULT
80statusStatusInputType.selectCONTROL
90cashAcIdCash Ac IddeferredSelectREFERENCE
100retainedEarningAcIdRetained Earning Ac IddeferredSelectREFERENCE
110liabilityAcIdLiability Ac IddeferredSelectREFERENCE
120revenueAcIdRevenue Ac IddeferredSelectREFERENCE
130receviableAcIdReceviable Ac IddeferredSelectREFERENCE
140accrualAcIdAccrual Ac IddeferredSelectREFERENCE
150cogsAcIdCogs Ac IddeferredSelectREFERENCE
160expenseAcIdExpense Ac IddeferredSelectREFERENCE
170suspenseAcIdSuspense Ac IddeferredSelectREFERENCE
220glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5180createdByCreated ByInputType.textREFERENCE
5190creationDateCreation DateInputType.textREFERENCE
5200lastUpdatedByLast Updated ByInputType.textREFERENCE
5210lastUpdateDateLast Update DateInputType.textREFERENCE

"Legal Organization" represents a "legal entity" or "company" in the legal world. A legal organization can enter into contracts and assume the obligations of those contracts, can borrow and pay debts, and be held to account for its business. You can store legal entity information such as Organization Name, Address, Tax Id for a legal organization.

Operation by the legal organization is aimed to introduce the following features:

  • Maintenance and segregation of all financial data
  • Representation with all legal authority
  • Set up bank accounts

To create/view/update a legal organization, navigate to the "legal organization" screen from your dashboard/favorite.

Enter the organization/legal organization details or any other criteria in the search form and click on the search button to view an existing legal organization.

If you don't enter organization details, the system will show you all the legal organizations. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search for legal organizations.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new legal organization. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific legal organization details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the legal organization header details, such as legal organization, description, etc.

The system will fetch all the selected entity data. The entity details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The document line and details are shown in a separate tab.. The default configuration shows fields in various functional groups such as

  • Reference
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
SequenceNameLabelInputTypeField Group
10mdmLegalOrgIdMdm Legal Org IddeferredSelectREFERENCE
10srcEntityNameSrc Entity NamedeferredSelectDEFAULT
20srcEntityIdSrc Entity IdInputType.textREFERENCE
30glLedgerIdGl Ledger IdInputType.textREFERENCE
40mdmEnterpriseOrgIdMdm Enterprise Org IddeferredSelectREFERENCE
50legalOrgNameLegal Org NamedeferredSelectENTITY
60legalOrgCodeLegal Org CodedeferredSelectENTITY
70legalOrgTypeLegal Org TypeInputType.textFieldCONTROL
80registrationNumberRegistration NumberInputType.textFieldDATA
90placeOfRegistrationPlace Of RegistrationInputType.textFieldDEFAULT
100countryOfRegistrationCountry Of RegistrationInputType.textFieldDEFAULT
110identificationNumberIdentification NumberInputType.textFieldDATA
120einTinTanEin Tin TanInputType.textFieldDEFAULT
130balancingSegmentsBalancing SegmentsInputType.textFieldDEFAULT
140statusStatusInputType.selectCONTROL
190cashAcIdCash Ac IddeferredSelectREFERENCE
200retainedEarningAcIdRetained Earning Ac IddeferredSelectREFERENCE
210revenueAcIdRevenue Ac IddeferredSelectREFERENCE
220liabilityAcIdLiability Ac IddeferredSelectREFERENCE
230receviableAcIdReceviable Ac IddeferredSelectREFERENCE
240accrualAcIdAccrual Ac IddeferredSelectREFERENCE
250cogsAcIdCogs Ac IddeferredSelectREFERENCE
260expenseAcIdExpense Ac IddeferredSelectREFERENCE
270suspenseAcIdSuspense Ac IddeferredSelectREFERENCE
280glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5150createdByCreated ByInputType.textREFERENCE
5160creationDateCreation DateInputType.textREFERENCE
5170lastUpdatedByLast Updated ByInputType.textREFERENCE
5180lastUpdateDateLast Update DateInputType.textREFERENCE

Enterprise

"Enterprise" represents an organization at the highest level. Only HR-related information is maintained at the enterprise level.

To create/view/update an Enterprise, navigate to the "Enterprise " screen from your dashboard/favorite.

Enter the organization/Enterprise details or any other criteria in the search form and click on the search button to view an existing Enterprise.

If you don't enter organization details, the system will show you all the Enterprise s. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search Enterprise s.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new Enterprise. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific Enterprise details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the Enterprise header details, such as Enterprise, description, etc.

The system will fetch all the selected entity data. The entity details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The document line and details are shown in a separate tab.. The default configuration shows fields in various functional groups such as

  • Reference
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
SequenceNameLabelInputTypeField Group
10mdmEnterpriseOrgIdMdm Enterprise Org IddeferredSelectREFERENCE
10srcEntityNameSrc Entity NamedeferredSelectDEFAULT
20srcEntityIdSrc Entity IdInputType.textREFERENCE
30enterpriseNameEnterprise NameInputType.textFieldDEFAULT
40designationOptionHeaderIdDesignation Option Header IdInputType.textREFERENCE
50typeOptionHeaderIdType Option Header IdInputType.numberCONTROL
60enterpriseCodeEnterprise CodeInputType.textFieldDEFAULT
70statusStatusInputType.selectCONTROL
80revEnabledRev EnabledInputType.selectDEFAULT
90revNumberRev NumberInputType.numberDATA
140glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5100createdByCreated ByInputType.textREFERENCE
5110creationDateCreation DateInputType.textREFERENCE
5120lastUpdatedByLast Updated ByInputType.textREFERENCE
5130lastUpdateDateLast Update DateInputType.textREFERENCE