Overview - Organization Structure |
Organization structure is the underlying data elements that must be defined for the system to function. It represents the who, where, and what (e.g., Who operates the equipment assets? Where are assets stored and maintained? What billing codes drive accounting?).
The organizational structure in the system consists of the following:
Departments: A department ID is required for each agency that owns or operates equipment or that reports equipment usage.
Vendors: Vendors provide equipment, either by sale or lease; warranty repair services for equipment or equipment components; and equipment repair and preventive maintenance (PM) that the organization’s shops are not equipped or staffed to perform internally (commercial or sublet work). Parts for inventory or direct use on work orders, warranty repair services on parts, repair and rebuild services for parts that fail while in service on equipment units, and fuel and fluid by bulk delivery to the organization’s tanks.
Locations: Equipment is assigned to a shop location for repair and for preventive maintenance. Parts inventory and fuel tanks are also assigned to locations.
Accounts: Account IDs are typically billing and revenue account codes. They are often supplied by accounting departments. All software transactions use account ID codes, including work orders, labor, parts issues to work orders, direct parts issues, commercial work, usage, fuel, and rental fees.
The Organization Structure menu provides access to screens that define the organization structure, including the organization’s departments (customers) that own or use equipment units, types of locations (e.g., shops, stockrooms, fuel sites, motor pool dispatch locations), and other organization-specific structures such as tax codes, company codes, and account IDs. To learn more about each screen's functions and fields, click the applicable hyperlink.
Information about an organization’s departments and agencies (customers) that own or use equipment units
Vendor information, including locations, purchasing terms, and services provided; renumbering; types; status; and warranty claims, contracting and invoicing
Information about an organization’s locations, including shops, inventory stocking locations, and fueling locations
Information about an organization’s accounts
Account group codes (a high level of account ID)
Information about an organization’s companies
Tax codes for application of the Canadian Goods and Services Tax (GST) and the Provincial Sales Tax (PST)
Display and define IDs of addresses
Display and define calendar IDs, a pattern of work hours, including shifts and holidays, that comprise a schedule