User Manual 2.2/Organizational Rules

Organization window

Organization info tab

Organization

Definition

Organization is a business unit. Each entity can have more than one business unit defined. Organizations can be described as departments, divisions, etc. and can be located in different regions or countries.

Tab

The Organization window allows the user to create new organizations for a particular entity.

Process Information

• Every organization is managed independently, however it is possible to share information between them.

• Organizations can be setup using a tree structure so that an organization can have access to specific documents and those of the daughter organization but not to documents of the organization's sisters and parents.

So, Openbravo manages organization hierarchies. Each record on database is related to an organization. The hierarchy can be build using the Tree buttom on the top toolbar. The reports can be filtered by organization, so if you select a chield organization you just see that information. If you select a higher lever organization, the report will show all the information included in lower levels.

Cashbook

This window definies cashbooks to be used to process monetary transactions. Each cashbook can have a specific currency.

Bank

The bank tab is used to define banks and associated amounts for each business partner.