View source | Discuss this page | Page history | Printable version   
Toolbox
Main Page
Upload file
What links here
Recent changes
Help

PDF Books
Add page
Show collection (0 pages)
Collections help

Search

Initial organization setup

This article is protected against manual editing because it is automatically generated from Openbravo meta-data. Learn more about writing and translating such documents.
Back button.png   Back to General Setup


Introduction

An Organization is an enterprise of a Client. A client can have at least one or even more than one organization as the way of configuring different types of enterprises models.

Overall organizations can be:

Besides organizations can be structured:

All of the above provides an insight about the different scenarios which need to be covered while modelling the enterprise.

There could be organizations which require to share master data such as business partners and product while having its own chart of account, taxes, financial reporting and transactional data. That could be the case of independent legal entities belonging to the same enterprise group.

There could be organizations sharing master data and even the same chart of accounts. That could be the case of divisions or departments within the same independent legal entity.

There could be organizations created with the aim of just grouping data, for which its own transactional data is not required.

All of the above is possible due to the fact that there are different types of Organizations, see below section, and besides organizations can be structured in a hierarchical way:

Initial Organization Setup

As already mentioned Organizations are created by running the Initial Organization Setup process and not only that, once an organization has been created it must be set as "Ready" in the Organization window

FSDE2329ABCAA84D5F99B59043CFFFE454.png

As shown in the image above an organization can be created by providing below relevant data:

Besides:

This action creates:
This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled.
Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization.
Accounting management relies on the organization type being created.
It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:

It is possible to apply reference data such as:

Finally, it is important to remark that:

Examples

1. Openbravo Demo Data:

Openbravo includes a demo data for demonstration purpose which includes an "Enterprise Model" composed by a set of organizations.

EnterpriseModel.png

2. How to create each Organization type:

The basic variables to take into account while creating an organization of the type "Organization" are:

The basic variables to take into account while creating an organization of the type "Legal with accounting" are:

The basic variables to take into account while creating an organization of the type "Legal without accounting" are:

The basic variables to take into account while creating an organization of the type "Generic" are:

3. Enterprise Models examples:

Org structure1.png

Org structure2.png

Org structure3.png

Back button.png   Back to General Setup

Retrieved from "http://wiki.openbravo.com/wiki/Initial_organization_setup"

This page has been accessed 20,985 times. This page was last modified on 16 March 2012, at 14:32. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.