Organizations overview
You can set up multiple organizations and sites for your
company. The divisions are determined by the types of operations that
are performed at different locations, and what data can be shared
among them. Different organizations and sites keep parts of their
operations separate, while sharing others.
Application levels and data storage
Application data is stored at different levels. The separation of data allows you to reuse as much data as possible across organizations and sites without breaching best practices in security and authorization.
Sites and organizations
A site is a division within an organization that maintains certain data independently from other sites. When you create an organization, you create at least one site.
Item sets
Item sets let multiple organizations within a company view and choose from a common set of items stocked in the storeroom. An organization can be associated with only one item set. However, multiple organizations can use the same item set.
Autonumbering
When you set up autonumbering and a user creates a record, the record IDs or other specified fields increment by one.
ABC breakpoints and organizations
ABC analysis helps you quickly identify which inventory items represent the greatest monetary investment for your company in terms of dollar value and rate of turnover. This analysis ensures that crucial inventory does not become less than minimum levels, and helps keep current balance figures for an item reconciled with the actual count.
Enablement of repair facilities
To create work orders in a site that is different from the site of the asset on the work order, enable the repair facilities feature.
Customization options for applications
There are many options and settings that you can customize for your applications in the Organizations application. They include work order options, inventory, purchasing, asset, and preventive maintenance (PM) options. You can access the options from the Select Action menu or the More Actions section of the side navigation menu.