Organizations

You use the Organizations application to set up the organizations and sites that you use. You must define at least one organization and one site.

For each organization, you specify the following properties:

  • Base currency
  • Default item status
  • Item and company sets
  • General ledger clearing account
  • Address codes for organizational units, including sites, that you can use on records

When your system configuration includes multiple organizations and sites, your company can run the system in multiple facilities from the same database. Using a web browser, each site can access its own site-specific data and common data across the multiple sites.

The architecture of the system enables different organizations and sites to keep 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 data and job plan data separate.

Organizations and sites

Organizations and sites are logical divisions of a company. The divisions are determined by the types of operations that 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 that belong to the same organization must use the same currency. These sites must share the same options for work orders, assets, labor, and 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.

Application options

Within the Organizations application, you set defaults for various options that are related to applications or groups of applications, such as Work Order Tracking, Inventory, Purchasing, Preventive Maintenance, and Assets.

When you set certain application options, you must select a site. The setting for that application then applies at the site level. If you do not select a site, then the application setting applies at the organization level. The exceptions to this are system and set level autonumbering, and settings specified in the System Settings window.