9 Accounts and Departments - Revision history

Simon Clive at 05:14, 29 August 2011

2011-08-29T05:14:26Z

Simon Clive at 05:12, 29 August 2011

2011-08-29T05:12:48Z

Simon Clive at 05:10, 29 August 2011

2011-08-29T05:10:33Z

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Simon Clive at 04:46, 29 August 2011

2011-08-29T04:46:36Z

Simon Clive at 03:49, 29 August 2011

2011-08-29T03:49:34Z

Simon Clive: Created page with " Accounts and Departments Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Acco..."

2011-06-27T05:41:16Z

Created page with " Accounts and Departments Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Acco..."

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Accounts and Departments

Was the relationship between Departments Products and Accounts explained, focusing on how
Departments can create different report levels with one Accounts, thus eliminating the need for multiple
Accounts of the same type?

How To View and Create Departments

Select the General tab
Select the Departments List button

There are two ways to create a New Department:

Firstly by clicking on the New button from the Departments List screen
Secondly by selecting General and then Department from the top menu bar in ERP

On the Department Form you will be able to define the structure of your Department/Cost Centre Tree.

These can be broken down to 4 levels if required:

Header Department
Sub Department 1
Sub Department 2
Department Name (Department you are creating now)

Refer below for further instructions

For example, if you have a nationwide Clothing business the Header Department may be the City that you
operate in. In the following example we will use Melbourne as our Header Department, and create sub-departments
under it.

Select the New button at the bottom of your Department List to load a new Department form.
Enter the name of the new Header Department in the Department Name field.
Enter a description for the Header Department in the Description field.
The Department Tree View will populate. The Department Tree View shows the Department Hierarchy and will grow
as more department levels are added.
Select Save

Open the newly created Melbourne Department from the Department List by double-clicking on it.

When creating a Department you have a few additional choices you can make simply by ticking the appropriate box:

In each City you may have a Retail section, and a Warehouse section. When creating your Departments you are
able to set these areas of business as Sub Departments, therefore allowing you to report on particular sectors within
your business.

When creating Sub Department 1 you will need to:

Open a new department form from within the Department List
Select the Header Department, eg. Melbourne from the Header Department drop-down.
Enter the name of the first Sub Department into the Department Name field, e.g. Retail (Melbourne)
Enter a description for the Sub Department into the Description field.
Select Save

In the Retail store there may be a Menswear and a Ladies Wear section. These can be created as Sub Department
2 to enable further reporting ability.

When creating Sub Department 2 you will need to:

Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
Select the Header Department, eg. Melbourne from the Header Department drop-down.
Select Retail (Melbourne) from the Sub Department 1 drop-down.
Enter the name of the 2nd Sub Department into the Department Name field, e.g. Menswear (R-M).

Enter a description for the Sub Department in the Description field.
Select Save

In Menswear you may have sub sections, for example Suits, Casual or Sportswear. These would appear
in the final Sub Department.

To create the final Sub Department you will need to:

Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
Select the Header Department, eg. Melbourne from the Header Department drop-down.
Select Retail (Melbourne) from the Sub Department 1 drop-down.
Select Menswear (R-M) from the Sub Department 2 drop-down.
Enter the name of the final Sub Department in the Department Name field.
Enter a description for the Sub Department in the Description field.
Select Save

Note: The Tree Mode structure now shows 4 levels of Departments, all indented below each other.

To create more Departments and Sub Departments, simply follow the steps above.

To make a Department In-active, un-tick the Active tick-box at the bottom right of screen. This is automatically
ticked upon creation of any new department.

Note: You can make a Department active or in-active as required, so long as there are no transactions posted to the
department. e.g. Products attributed to the Department, Invoices outstanding, etc.

The New button at the bottom of the Department screen allows you to select a new department screen directly
from one you have just created. When you select this new button, the department on screen will be saved automatically.

@@ Line 11: / Line 11: @@
 *Departments can be created by either clicking on the '''New''' button from the '''Department Listing''' screen or by selecting '''General''' and then '''Department''' from the '''Top Menu''' bar in ERP
-On the '''Department Form''' you will be able to define the structure of your Department/Cost Centre Tree up to '''4 '''different levels. '''Header Department''' / '''Sub Department 1<span style="font-style: italic;"> /</span>''''''Sub Department 2'''''<span style="font-weight: bold;"> / </span>'''''Department Name''''''E.g.''' If you have a nationwide Clothing business the '''Header Department''' may be the City that you operate in. In the following example we will use '''Melbourne '''as our '''Header Department''', and create sub-departments under it.
+On the '''Department Form''' you will be able to define the structure of your Department/Cost Centre Tree up to '''4 '''different levels. '''Header Department''' / '''Sub Department 1<span style="font-style: italic;"> </span>'''/ '''Sub Department 2''' / '''Department Name'''&nbsp;&nbsp; '''E.g.''' If you have a nationwide Clothing business the '''Header Department''' may be the City that you operate in. In the following example we will use '''Melbourne '''as our '''Header Department''', and create sub-departments under it.
 *Select the '''New''' button at the bottom of your '''Department List''' to load the new Department form.

@@ Line 11: / Line 11: @@
 *Departments can be created by either clicking on the '''New''' button from the '''Department Listing''' screen or by selecting '''General''' and then '''Department''' from the '''Top Menu''' bar in ERP
-On the '''Department Form''' you will be able to define the structure of your Department/Cost Centre Tree up to 4 different levels. '''Header Department''' - '''Sub Department 1''' - '''Sub Department 2''' - '''Department Name&nbsp;''''''E.g.''' If you have a nationwide Clothing business the '''Header Department''' may be the City that you operate in. In the following example we will use '''Melbourne '''as our '''Header Department''', and create sub-departments under it.
+On the '''Department Form''' you will be able to define the structure of your Department/Cost Centre Tree up to '''4 '''different levels. '''Header Department''' / '''Sub Department 1<span style="font-style: italic;"> /</span>''''''Sub Department 2'''''<span style="font-weight: bold;"> / </span>'''''Department Name''''''E.g.''' If you have a nationwide Clothing business the '''Header Department''' may be the City that you operate in. In the following example we will use '''Melbourne '''as our '''Header Department''', and create sub-departments under it.
 *Select the '''New''' button at the bottom of your '''Department List''' to load the new Department form.
@@ Line 19: / Line 19: @@
 *Select '''Save'''
 In each City you may for example have a'''Retail''' section and a '''Warehouse''' section. When creating your '''Departments''' you are able to set these areas of business as '''Sub Departments''', therefore allowing you to report on particular sectors within your business.<br>
 *When creating '''Sub Department 1''' select '''New''' from within the '''Department List''' or the top toolbar drop-down as detailed above.
 *Select '''Melbourne''' from the '''Header Department''' drop-down.
 *Enter the name of the first '''Sub Department''' into the '''Department Name''' field '''E.g. Retail Melbourne''' and note the '''Tree Mode''' structure taking form.
 *Enter a description for the '''Sub Department''' into the Description field and select '''Save'''
 *In the '''Retail''' store there may be a '''Menswear''' section. These can be created as '''Sub Department 2''' to enable further reporting ability.
 *When creating '''Sub Department 2''' you will need to select '''New''' from within the '''Department List.'''
 *Select the Header Department '''Melbourne''' from the '''Header Department '''drop-down.
 *Select '''Retail Melbourne''' from the '''Sub Department 1''' drop-down.
 *Enter the name of the '''2nd Sub Department''' into the '''Department Name''' field '''E.g. Menswear''' and note the '''Tree Mode '''structure is growing deeper.
 *Enter a description for the '''Sub Department''' in the '''Description''' field and select '''Save'''
 In '''Menswear''' you may have sub sections such as '''Sportswear''', these would appear in the final '''Sub Department.'''
 *To create the final '''Sub Department''' you will need to select '''New''' from within the '''Department List'''
 *Select the Header Department '''Melbourne''' from the '''Header Department''' drop-down.
 *Select Retail '''Melbourne''' from the '''Sub Department 1''' drop-down.
 *Select '''Menswear''' from the '''Sub Department 2''' drop-down.
 *Enter the name of the final '''Sub Department''' in the '''Department Name''' field.
 *Enter a description for the '''Sub Department''' in the '''Description''' field and '''Save'''
 *Notice that the '''Department Tree View''' now shows '''4 levels''' of Departments, all indented below each other and also display in Tree format on the main '''Departments List''' screen.
 When creating a '''Department''' you have a few additional choices you can make simply by ticking the appropriate box
 *Tick the '''Use this shipping address on Purchase Orders''' box and type in the address that goods are to be delivered to directly<br>
 *To make a Department '''Inactive''' un-tick the '''Active''' tick-box at the bottom right of screen. This is '''Automatically''' ticked upon creation of any new department.
 *You can make a Department '''Active''' or '''Inactive''' as required as long as there are no transactions posted to the department '''E.g.''' '''Products''' attributed to the Department,'''Invoices''' outstanding, etc.
 *The '''New''' button at the bottom of the '''Department''' screen allows you to select a new department screen directly from the one you have just created. When you select this new button, the department on screen will be '''Saved Automatically. <br>'''
+<br>
 <br>

@@ Line 1: / Line 1: @@
 '''Accounts and Departments'''
 Was the relationship between '''Departments Products''' and '''Accounts''' explained, focusing on how Departments can create different report levels with one Account, thus eliminating the need for multiple Accounts of the same type?
-To '''View''' '''Departments'''&nbsp; select the '''General''' module and select the '''Departments List''' button
+To '''View''' and '''Create Departments''' from the '''Main Menu''' Select the '''General''' button
-To Create a New Department you can either click on the New button from the Departments List screen or select General drop down and then Department from the top menu bar in ERP
+Select the '''Departments List''' button and the '''Department Listing''' screen will open
-On the Department Form you will be able to define the structure of your Department/Cost Centre Tree.
+Like all ERP lists, you have the ability to search for data by selecting the '''Search Column''' drop-down menu and '''Typing''' the start of the text you are looking for in the Search field. The Department list does '''not''' have the '''F5, F6, F7''' capability at this point in time.
-These can be broken down to 4 levels if required:
+As per other ERP lists you can '''Filter''' by selected data within the '''Departments List'''
-Header Department Sub Department 1 Sub Department 2 Department Name (Department you are creating now)
+Double Click to '''Drill Down''' into any '''Department''' to view and/or edit the details except the '''Department Name''' which is '''Grayed''' '''Out''' and cannot be changed after it has been created and '''Saved.'''

@@ Line 1: / Line 1: @@
-Accounts and Departments
+Was the relationship between '''Departments Products''' and '''Accounts''' explained, focusing on how Departments can create different report levels with one Account, thus eliminating the need for multiple Accounts of the same type?
-Was the relationship between Departments Products and Accounts explained, focusing on how
+To '''View''' '''Departments'''&nbsp; select the '''General''' module and select the '''Departments List''' button
-Departments can create different report levels with one Accounts, thus eliminating the need for multiple
-Accounts of the same type?
-How To View and Create Departments
+To Create a New Department you can either click on the New button from the Departments List screen or select General drop down and then Department from the top menu bar in ERP
-−
-Select the General tab
-Select the Departments List button
-−
-There are two ways to create a New Department:
-−
-Firstly by clicking on the New button from the Departments List screen
-Secondly by selecting General and then Department from the top menu bar in ERP
 On the Department Form you will be able to define the structure of your Department/Cost Centre Tree.
 These can be broken down to 4 levels if required:
-−
-Header Department
-Sub Department 1
-Sub Department 2
-Department Name (Department you are creating now)
-−
-Refer below for further instructions
-−
-For example, if you have a nationwide Clothing business the Header Department may be the City that you
-operate in. In the following example we will use Melbourne as our Header Department, and create sub-departments
-under it.
-−
-Select the New button at the bottom of your Department List to load a new Department form.
-Enter the name of the new Header Department in the Department Name field.
-Enter a description for the Header Department in the Description field.
-The Department Tree View will populate. The Department Tree View shows the Department Hierarchy and will grow
-	as more department levels are added.
-Select Save
-−
-Open the newly created Melbourne Department from the Department List by double-clicking on it.
-−
-When creating a Department you have a few additional choices you can make simply by ticking the appropriate box:
-−
-In each City you may have a Retail section, and a Warehouse section. When creating your Departments you are
-able to set these areas of business as Sub Departments, therefore allowing you to report on particular sectors within
-your business.
-−
-When creating Sub Department 1 you will need to:
-−
-Open a new department form from within the Department List
-Select the Header Department, eg. Melbourne from the Header Department drop-down.
-Enter the name of the first Sub Department into the Department Name field, e.g. Retail (Melbourne)
-Enter a description for the Sub Department into the Description field.
-Select Save
-−
-In the Retail store there may be a Menswear and a Ladies Wear section. These can be created as Sub Department
-to enable further reporting ability.
-−
-When creating Sub Department 2 you will need to:
-−
-Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
-Select the Header Department, eg. Melbourne from the Header Department drop-down.
-Select Retail (Melbourne) from the Sub Department 1 drop-down.
-Enter the name of the 2nd Sub Department into the Department Name field, e.g. Menswear (R-M).
-−
-Enter a description for the Sub Department in the Description field.
-Select Save
-−
-In Menswear you may have sub sections, for example Suits, Casual or Sportswear. These would appear
-in the final Sub Department.
-−
-To create the final Sub Department you will need to:
-−
-Open a new department form from within the Department List or the top toolbar drop-down as detailed above.
-Select the Header Department, eg. Melbourne from the Header Department drop-down.
-Select Retail (Melbourne) from the Sub Department 1 drop-down.
-Select Menswear (R-M) from the Sub Department 2 drop-down.
-Enter the name of the final Sub Department in the Department Name field.
-Enter a description for the Sub Department in the Description field.
-Select Save
-−
-Note: The Tree Mode structure now shows 4 levels of Departments, all indented below each other.
-−
-−
-To create more Departments and Sub Departments, simply follow the steps above.
-−
-−
-To make a Department In-active, un-tick the Active tick-box at the bottom right of screen. This is automatically
-ticked upon creation of any new department.
-−
-Note: You can make a Department active or in-active as required, so long as there are no transactions posted to the
-department. e.g. Products attributed to the Department, Invoices outstanding, etc.
-The New button at the bottom of the Department screen allows you to select a new department screen directly
+Header Department Sub Department 1 Sub Department 2 Department Name (Department you are creating now)
-	from one you have just created. When you select this new button, the department on screen will be saved automatically.