Defining enterprise units and entities

Enterprise units are used to register the financial transactions, which result from the activities performed at the entities of a company, to the appropriate financial company. For a logistic company, you can define multiple enterprise units.

Step 1. Define enterprise unit
  1. Click New in the Enterprise Units (tcemm0130m000) session.

  2. Specify this information:

    • The properties of the enterprise unit, such as the financial company, logistic company, and enterprise unit category.
    • If the Sites concept is activated in the Multisite Concepts Activation (tcemm4600m000) workbench session, specify a site, if all of the enterprise unit's entities must belong to the same site.

    • Optionally, the entities of the enterprise unit. If you create entities in the Site (tcemm0650m000) session, you can save and close the current session without adding entities.

Step 2. Optionally, add entities

Entities must be linked to an enterprise unit. If the Sites concept is activated in the Multisite Concepts Activation (tcemm4600m000) workbench session, entities must be linked to both an enterprise unit and a site.

You can create entities in the Site (tcemm0650m000) session or in the Enterprise Unit (tcemm0630m000) session.

If you create an entity in the Site (tcemm0650m000) session, the entity is linked to the site by default and you must manually link an enterprise unit. If you create an entity in the Enterprise Units (tcemm0130m000) session, the entity is linked to the enterprise unit by default, and you must manually link a site.

To create entities in the Enterprise Unit (tcemm0630m000) session:

  1. Click New in the Warehouses or the Departments tab.

  2. In the session that opens, create the entity. If you click New in the Departments tab, you must first select the type of entity. Based on the selected type of entity or tab, the session starts in which you can define the details of the entity:

TabEntity
WarehousesWarehouse
DepartmentsWork center
Work cell
Repair cell
Production department
Sales office
Purchase office
Service office
Accounting office
Shipping office
Project management office

 

The entity that you define is by default linked to the enterprise unit.

Note

Projects are displayed in the Projects tab of the Enterprise Unit (tcemm0630m000) session, but projects are not created in this tab. You can create projects in the Project (tppdm6600m400) session.

If the Sites concept is activated in the Multisite Concepts Activation (tcemm4600m000) workbench session, complete these steps:

  • Link the entities of an enterprise unit to a site.
  • Optionally, link an enterprise unit to a site. Consequently, the entities of the site are also linked to the enterprise unit.
  • Alternatively, link a site to an enterprise unit. Consequently, the entities of the enterprise unit are also linked to the site.

Related topics