Organization Setup – An overview
Introduction
Organization Setup refers to the planning and representation of the basic structure of an organization covering the interaction across business functions (data), information flows and applications (reporting relationships, legal reporting structures, non-legal reporting structures).
This component covers the whole gamut of definitions, starting with Currency, Country, Company, Business unit, Finance books, Logistics unit and Segments. The definitions are extremely critical to the functioning of Ramco Enterprise Series.
Feature Highlights
Provision to define & withdraw the parallel base currency at a later point in time.
Provision for defining business units within a company or across companies.
Definition of three types of finance books for a company. Posting, Main and Consolidation.
Provision to define business segments by grouping of finance books.
Provision to define the bank directory with bank reference number and other bank information.
Provision to map / unmap business function groups to OUs.
Provision to map / unmap finance book for a business unit
Provision to map / unmap OU to business unit.
List of Activities
Go to Activity… |
For… |
Maintain Region Master |
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View Region Master |
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Map BFG - Organization Unit |
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Create Bank Reference |
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Create Segment |
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Create Currency And Country |
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Create Finance Book |
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Map OU - Finance Book |
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Create Company |
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Map Business Unit - Organization Unit |
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Maintain Address Details |
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Maintain OU Properties |
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Maintain Identification Details |
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Edit Bank Reference |
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Edit Segment |
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Edit Currency |
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Edit Finance Book |
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Edit Company |
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View Address Details |
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View Identification Details |
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View BFG - Organization Unit Mapping |
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View Bank Reference |
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View Segment |
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View Currency And Country |
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View Finance Book |
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View OU - Finance Book Mapping |
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View Company |
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View Business Unit - Organization Unit Mapping |
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View OU Properties |
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Maintain User - Finance Book - Component Mapping |
Map / Unmap Users to Finance Book – Business Function Groups - Component Wise |
Maintain User Preference |