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Create a division

Updated

Create a division when employees, time sheets, or a warehouse need an organizational unit. Each division belongs to one legal entity and one division type.

Note

There is no extra button after Save. Saving writes no payroll and no stock. A division is not a warehouse; a store later points at it.

How to#

To create a division, open Ribbon → Organization → Dictionaries → Divisions.

Press New. Fill Name. Pick Legal entity and Division type. Leave Parent empty for a root division, or pick Parent to hang this unit under another. Save. The card receives an ID and the row appears in Divisions. Pay and stock stay as they are.

Legal entity may already be filled from Default legal entity under Ribbon → Organization → Settings → Organization settings. If the picker is still empty, create the company first — Create a legal entity.

Division type is picked from Ribbon → Organization → Dictionaries → Division types. If the picker is empty, create a type first — Create a division type.

Then open Ribbon → HR → Dictionaries → Employees and pick this Division on the person who works there — Create an employee.

Example

The stand already has Halyna Symonenko on Empiro Foods Distribution.

  • Name Kyiv Packing
  • Legal entity Empiro Foods Distribution
  • Division type an existing type
  • Parent empty

Save. An employee card can then pick Kyiv Packing.

Tip

Empty Parent is a root. Saving does not require Parent to belong to the same legal entity. A warehouse is a store that points at this division, not the division itself — Create a store.

If the command refuses#

What you see What to do
Fill the required fields: Name Fill Name.
Fill the required fields: Legal entity Pick a Legal entity. If the picker is empty, create a legal entity first.
Fill the required fields: Division type Pick a Division type. If the picker is empty, create a division type first.
Fill the required fields: Name, Legal entity, Division type Fill Name, pick a Legal entity, and pick a Division type.
The save says the division must belong to a legal entity Pick a Legal entity, then Save.
You expected stock after Save A division is not a warehouse. Create a store that points at this division.
You expected pay after Save Create the employee on this division, then fill a time sheet — Create an employee.

See also

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