Organizations (SP) ApplicationOrganizations (SP) ApplicationYou use the Organizations (SP) application to set up the organizations and sites to use with the system. You must define at least one organization and one site.
For each organization you specify a number of properties including the following:
Base currency
Item and company sets
GL clearing account
Address codes for organizational units, including sites, that you can use on records
By configuring the system with multiple organizations and sites, your company can run the system in multiple facilities all from the same database. Each site can access its own site-specific data and leverage data that is common across sites. Rather than installing multiple instances of the system, each with its own database, a company can install the system once, with different sites all accessing the same database via a Web Browser.
The system's architecture enables different organizations and sites to keep some parts of their operations separate, while sharing others. For example, different facilities can share purchase agreements and vendors, and share and transfer items, while keeping work order and job plan data separate.
Organizations and sites are logical divisions of a company determined by what types of operations are performed at different locations, and what data can be shared among them.
An organization is a major division of a company that contains one or more sites. Sites belonging to the same organization must use the same currency and share the same options for work orders, assets, labor, and certain other types of data.
A site is a subdivision of an organization that can track inventory and other data separately from other sites. Certain types of information are unique to a site and not visible to other sites within the organization.
For more information on the relationships between applications and organizations and sites, see Application Levels and Data Storage.
Within the Organizations (SP) application you set defaults for a wide variety of options relating to applications or groups of applications, such as work orders, inventory, purchasing, PMs, assets, and so forth. You access these options from the Select Action menu. The How Do I topics in the Organizations Help cover all these options. You can also access the Help from the associated dialog boxes. Refer to the corresponding Help topic for information on a particular action.
Note: In the various dialog boxes you use to set application options, you sometimes have to select a site and sometimes you do not. If you have to select a site, then the setting applies at the site level. If you do not select a site, then the setting applies at the organization level, except for system and set level autonumbering, and for settings in the System Settings dialog box.
The Organizations (SP) application contains the following tabs:
List: to search the system for organization records.
Organization: to create organizations.
Addresses: to maintain a list of address codes for the various units within an organization.
Sites: to create sites within an organization.