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Departments
Getting Started > Setting Up a New Company > System Setup > Departments

Glossary Item Box

Introduction About:

Departments specify the section or division in the organization where a person specializes.

 

Terminology Steps:

Define Departments

  1. Go to the System Manager module.
  2. Select Department under the Maintain menu. The Department setup form is displayed.
  3. Click New button to add a new line.
  4. Enter source e.g. Purchasing in the Department column.
  5. Click the Active checkbox.
  6. Save the details before closing the Department setup form.

 

How To How To:

ShowCreate selling departments

See Also: Inventory Setup > Selling Departments

 

ShowInactivate a Department

  1. In the Department setup form, select the department in the list.
  2. Uncheck the Active checkbox.
  3. Save the details before closing the Department setup form.

 

ShowDelete a Department

Note that department that are assigned to class templates or entities or used in any transaction may not be deleted.

  1. In the Department setup form, select the deaprtment to delete.
  2. Click on the Delete option in the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

Next Steps Next Steps:

Assign users to departments. See Also: User and Security Setup > User Accounts

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