Back | Forward

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:

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.

Departments

Information about an organization’s departments and agencies (customers) that own or use equipment units

Vendors

Vendor information, including locations, purchasing terms, and services provided; renumbering; types; status; and warranty claims, contracting and invoicing

Locations

Information about an organization’s locations, including shops, inventory stocking locations, and fueling locations

Accounts

Information about an organization’s accounts

Account Groups

Account group codes (a high level of account ID)

Company Codes

Information about an organization’s companies

Special Tax Information

Tax codes for application of the Canadian Goods and Services Tax (GST) and the Provincial Sales Tax (PST)

Addresses

Display and define IDs of addresses

Calendars

Display and define calendar IDs, a pattern of work hours, including shifts and holidays, that comprise a schedule