Overview
Organizational Departments (Groups) provide default information used primarily in the procurement process and control of Customer Credit. When an Organizational Department is linked to a Manufacturing User ID, it may provide the ability to perform various functions, such as Purchase Orders, adjustments to Credit Limits and Credit Release.
Application
Provides for the control of individuals enabled to perform purchasing, procurement, or sales credit functions, for example.
EXAMPLE An Organizational Department called ‘Purchasing’ could be created, and then linked to Manufacturing Users who are part of the procurement group.
-
It would then provide those users with certain default information (discussed in detail below) that would streamline their workflow.
-
In addition, Organizational Departments define the Service and Indirect Material Authorization ID’s required for those purchased items.
Another application is within the Sales Department. One Organizational Department per Division may be chosen to control the ability to do credit checking on customers.
Note: There is no validation within Rootstock functionality that controls the capabilities mentioned for either the 'Purchasing Department' or the 'Credit Department'. These are only possible recommendation that then enable controlling the functions using permissions. For example, setting a Users department to an Organizational Department designated as a Credit Department, AND giving them the appropriate permissions, might allow them to release a Customer from Credit Hold, while other users would not be able to do so. Similar functionality might be set up within the Purchasing department, using the Purchasing Department, and/or the Service or Indirect indicators.
Navigation
Organizational Departments
Processing
Fields
Division: User’s current Division.
Organizational Department ID: User-defined Organizational Department ID. This ID generally describes the level of authorization being assigned.
Description: User-defined description of the ID entered above.
General Expense Account: The default expense account that will be used for Indirect and Service Item purchases for Manufacturing Users assigned to this Organizational Department ID.
Accounting Dimension Value: The default Accounting Dimension assigned to this Organizational Department ID.
Purchasing Dept Indicator: When checked, this organizational department is the Purchasing Group for this Division. Only one Organizational Department in a Division can be the Purchasing Group.
Credit Department Group Indicator: If checked, this Organizational Department may have the ability to release customers from credit hold, or adjust their credit limit.
Purchase Order Authorizations tab
Fields
Service Authorization ID: The default Authorization ID for service items purchased by individuals in this group (Organization Department ID).
Indirect Material Authorization ID: The default Authorization ID for indirect material items purchased by individuals in this group (Organization Department ID).
SEE ALSO
Division Master
Company Master
Manufacturing User (For Work Order Processing)
Site Master
