Organization is the other term for the word Company which GINESYS uses. While earlier GINESYS operated with a single company/organization concept, currently it operates with multiple unit under a single umbrella concept. This unified entity, to which the operating units belong, are known as Organization Group.
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Apart from the preliminary Company Information that is provided at the time of creation of the Company during installation, additional company details like the Company's business address details, statutory details and configuring of some of the overall functions of the software can be captured through this.
Pre-requisites
- The user's role must have the Modify application operation enabled for the Organization Group feature in Admin - Organization - Hierarchy through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
- Go to Ginesys Web > Admin > Organisation > Hierarchy > Organisation Group.
- Apart from the logo, the company and the company address in the center of the page, an Edit Info button is displayed in the bottom right hand corner of the
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- Organisation Group page.
- On clicking the Edit Info button, the Edit
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- Organisation Group window appears.
| Field | Description | ||
|---|---|---|---|
Organization Information | |||
| Name | Name of the company or Organization Group. This is the umbrella entity under which the different organizational units and sites are created. | ||
| OU Default Name | Tag the Default Organization Unit (OU), so that in case of multiple OU, auto entries getting posted from managed sites can have an Organization unit to createsome of the financial and operational documents as these sites are not assigned to any particular OU. | ||
| Initial | These two fields basically show some company details with no real functional importance. | ||
| Short name | |||
| Item Prefix | It is a prefix unique to the items belonging to this Organization Group. | ||
| System Start Date | This is a display field whose value shows the date of installation of the software. | ||
General tab | |||
Communication section | |||
| Address | Address of the company or Organization Group. | ||
| Phone Number | Phone Number of the company or Organization Group | ||
| Fax Number | Fax Number of the company or Organization Group | ||
| General email of the company or Organization Group | |||
| Web site | Web site of the company or Organization Group | ||
Upload Group Logo | |||
| Background Color picker | Allows you to change the background color of the logo of your company. Default value - #414141 Effect seen in the Logo Preview, GINESYS Web login page, GINESYS Web Header tab.
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| Upload Image | The Browse button opens a list of files from which you can select and uload your logo | ||
| Image preview | This shows a preview of how an image would look. | ||
| Reset Default | This button restores the default settings for the logo - the GINESYS logo appears. | ||
| Close button | Closes the window after confirmation of saving the changes. | ||
| Profile tab | |||
| For change in Aging period | Barcode / Item creation behaviour - depending on changes in Ageing Period, Purchase Rates and Supplier/Vendor - using existing codes or creating new barcodes. | ||
| For change in Purchase rates | |||
| For Change in Supplier/Vendor | |||
| Split Item Creation Date | Sometimes a set of items may be split into distinct ones and sold separately. The date of creation of such item may be taken as -
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| GS(1) Barcode Prefix | A GS1 Barcode Prefix is a unique identity number furnished to just one company—and it's part of every barcode and identification number created in that particular company. It's a way to uniquely identify a brand in the global supply chain. | ||
| Profit and Loss Ledger for B/S posting | Here the user needs to select the ledger where profit and loss of transactions would be posted for reflection in the balance sheet. | ||
| Inter Site Reconciliation Ledger | Select the ledger where the Inter Site movement of stock will be posted after reconciliation. | ||
| Cash Discount Received ledger | Select the ledger where the cash discounts shall be entered. | ||
| Default Matrix Category | The user can select the default category criterion of the items that will be used for report creation. | ||
| Maximum No. of Cube Creation in Business Analytics | An OLAP cube is a data structure that can handle large amounts of data while providing users with searchable access to any data points as needed to handle the widest variety of questions that are relevant to a user’s area of interest. This field allows the selection of the maximum number of cubes in GINESYS. | ||
| Auto Issue LR on Creation (checkbox) | This checkbox, on selection, automates the entry of the LR issuance. | ||
| Allow receive entry against partial Gate Entry LR (checkbox) | This checkbox, on selection, allows the user to make GRCs against partial gate entry documents. | ||
To go back to the main page click on How To: Manage Organization Hierarchy
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