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

List of Activities

Go to Activity…

For…

Maintain Region Master

Maintaining region master

View Region Master

Viewing region master

Map BFG - Organization Unit

Mapping predefined set of BFGs to organization units 

Create Bank Reference

Creating bank reference

Create Segment

Creating segments by combining finance books.

Create Currency And Country

Creating currencies and countries

Create Finance Book

Creating finance books

Map OU - Finance Book

Mapping OU to finance book

Create Company

Creating companies

Map Business Unit - Organization Unit

Mapping business unit to organization unit

Maintain Address Details

Maintaining address details

Maintain OU Properties

Maintaining OU properties

Maintain Identification Details

Maintaining identification details

Edit Bank Reference

Modifying bank reference

Edit Segment

Modifying segments

Edit Currency

Modifying currency

Edit Finance Book

Modifying finance book

Edit Company

Modifying company

View Address Details

Viewing address details

View Identification Details

Viewing identification details

View BFG - Organization Unit Mapping

Viewing BFG - Organization Unit mapping

View Bank Reference

Viewing bank references

View Segment

Viewing segments

View Currency And Country

Viewing currency and country

View Finance Book

Viewing finance book

View OU - Finance Book Mapping

Viewing OU - finance book mapping

View Company

Viewing company

View Business Unit - Organization Unit Mapping

Viewing business unit - organization unit mapping

View OU Properties

Viewing OU properties

Maintain User - Finance Book - Component Mapping

Map / Unmap Users to Finance Book – Business Function Groups - Component Wise

Maintain User Preference

Enables the user to set preferences for a particular page.