Difference between revisions of "2 Departments"
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| − | Departments | + | '''Departments''' |
| − | Do you understand what a | + | Do you understand what a '''Department is?''' |
| − | ERP Departments allow you to separate different aspects of your business into Cost Centres. Departments | + | ERP '''Departments''' allow you to separate different aspects of your business into '''Cost Centres'''. '''Departments''' allow a Company to report on specific areas of their business without the need to create additional accounts within the '''Chart of ''''''Accounts''' structure. |
| − | allow a Company to report on specific areas of their business without the need to create additional accounts within | + | |
| − | the Chart of Accounts structure | + | |
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| + | You can run '''Profit & Loss Reports''' by each '''Department''' to enable you to analyse your business accounts on multiple levels. Your lists can be accessed by '''Department''' if required. '''Departments''' allow you to combine multiple cost centre records into the one database, as you are able to '''Report''' on every '''Departmental''' level required.<br> | ||
| − | + | '''Departments''' also allow you to separate your '''Product List''' by Department and you are able to set different '''Price Levels''' by Department; '''Separate Stock Levels''' by Department; run '''BAS Reports''' by Department etc. | |
| − | + | *To View and Create '''Departments '''Select the '''General''' Module | |
| − | + | *Select the '''Departments List''' button | |
| − | the | + | *Like all '''ERP Lists''', you have the ability to '''Search''' for data by selecting the column from the drop-down menu or clicking into the column itself and entering the start of the text you are looking for. |
| − | + | *As per other '''ERP Lists''' you can filter by selected data within the '''Departments List '''<br> | |
| − | + | *Displayed on the bottom left corner of the screen '''Number of Records''' - '''Current Filter''' tells you exactly what column you have filtered on and what your selection criteria was. | |
| − | + | *Select either the '''Active Classes''', '''Inactive Classes''' or '''All Classes''' Radio button to select the '''Department List''' you wish to view. | |
| + | *Double click to '''Drill Down''' into any '''Department''' to '''View''' or '''Edit''' the details. | ||
| − | + | '''N.B.''' the '''Department Name''' is '''Greyed-Out''' and cannot be changed after it has been created and saved. | |
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| − | + | *To create a '''New Department''' select the '''New''' button from the '''Departments List''' screen '''Or''' from the '''Top Menu Bar''' select '''General''' and the '''Department''' from the drop down list. | |
| + | *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''' and '''Department Name''' which you are creating now. | ||
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| − | + | '''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. | |
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| − | + | 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. | |
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| − | + | Enter a description for the '''Header Department''' in the '''Description''' field and the '''Department Tree View''' will populate. The '''Department Tree View''' presents a diagrammatic outlook of the '''Department Hierarchy''' and will grow as more department levels are added. | |
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| − | + | Select '''Save'''. | |
| − | + | Open the newly created '''Melbourne''' Department from the '''Department List''' by double clicking on it. | |
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| − | + | When creating a '''Department''' you can tick'''Use this shipping address on Purchase Orders '''toinput a separate delivery address that could be used for that specific department on '''Purchase Orders''' so that goods are delivered there directly | |
| − | + | Create a Purchase Order with products attributed to the Melbourne Department. This Employee's default department is 'Melbourne'. · Select 'Choose Template' | |
| − | · | + | · Select 'Purchase Order Ship To' Template |
| − | + | 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 or the top toolbar drop-down as detailed above. · Select the Header Department, "Melbourne" from the Header Department drop-down. · Enter the name of the first Sub Department into the 'Department Name' field, e.g. "Retail (Melbourne)". |
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| − | + | Note: The Tree Mode structure taking form. | |
| − | + | · Enter a description for the Sub Department into the 'Description' field. · Select 'Save'. | |
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| − | + | 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. | |
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| − | · | + | · 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, "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)". | |
| − | + | Note: The Tree Mode structure is growing deeper. | |
| − | + | · 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. | |
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| − | + | · To create the final Sub Department you will need to: | |
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| − | · | + | · Open a new department form from within the Department List or the top toolbar drop-down as detailed above. · Select the Header Department, "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. |
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| − | · Select ' | + | |
| − | · | + | · select 'Save'. |
| − | + | · Notice that the 'Department Tree View' now shows 4 levels of Departments, all indented below each other. | |
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| − | · | + | · The new Departments also display in Tree format on the main Departments List screen. |
| − | + | To create more Departments and Sub Departments, simply follow the steps above. | |
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| − | + | · 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. | |
| − | + | 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. | |
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| − | + | · 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. | |
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| − | · The 'New' button at the bottom of the Department screen allows you to select a new department screen directly | + | |
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Latest revision as of 13:09, 8 August 2011
Departments
Do you understand what a Department is?
ERP Departments' allow you to separate different aspects of your business into Cost Centres. Departments allow a Company to report on specific areas of their business without the need to create additional accounts within the Chart of 'Accounts structure.
You can run Profit & Loss Reports by each Department to enable you to analyse your business accounts on multiple levels. Your lists can be accessed by Department if required. Departments allow you to combine multiple cost centre records into the one database, as you are able to Report on every Departmental level required.
Departments also allow you to separate your Product List by Department and you are able to set different Price Levels by Department; Separate Stock Levels by Department; run BAS Reports by Department etc.
- To View and Create Departments Select the General Module
- Select the Departments List button
- Like all ERP Lists, you have the ability to Search for data by selecting the column from the drop-down menu or clicking into the column itself and entering the start of the text you are looking for.
- As per other ERP Lists you can filter by selected data within the Departments List
- Displayed on the bottom left corner of the screen Number of Records - Current Filter tells you exactly what column you have filtered on and what your selection criteria was.
- Select either the Active Classes, Inactive Classes or All Classes Radio button to select the Department List you wish to view.
- Double click to Drill Down into any Department to View or Edit the details.
N.B. the Department Name is Greyed-Out and cannot be changed after it has been created and saved.
- To create a New Department select the New button from the Departments List screen Or from the Top Menu Bar select General and the Department from the drop down list.
- 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 and Department Name which you are creating now.
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 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 and the Department Tree View will populate. The Department Tree View presents a diagrammatic outlook of 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 can tickUse this shipping address on Purchase Orders toinput a separate delivery address that could be used for that specific department on Purchase Orders so that goods are delivered there directly
Create a Purchase Order with products attributed to the Melbourne Department. This Employee's default department is 'Melbourne'. · Select 'Choose Template'
· Select 'Purchase Order Ship To' Template
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 or the top toolbar drop-down as detailed above. · Select the Header Department, "Melbourne" from the Header Department drop-down. · Enter the name of the first Sub Department into the 'Department Name' field, e.g. "Retail (Melbourne)".
Note: The Tree Mode structure taking form.
· 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, "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)".
Note: The Tree Mode structure is growing deeper.
· 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, "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'.
· Notice that the 'Department Tree View' now shows 4 levels of Departments, all indented below each other.
· The new Departments also display in Tree format on the main Departments List screen.
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.
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.
