Organization Reporting Setup Checklist
When you install Organization Reporting, you must make certain strategic decisions, such as the number of organization levels, subcode structure, and how to allocate overhead.
Decision that you need to make: | See topics about: |
---|---|
How many organization levels will we use and what will they represent? | Organization Reporting Structure |
What will our subcodes be? | Organization Reporting Structure |
Will we maintain separate Balance Sheets for each organization? | Separate Balance Sheets |
How will we account for labor cross-charges between organizations? | Labor Cross Charge |
How will we allocate overhead among organizations? | Overhead Allocation |
Important: If your only activated modules are CRM and/or Resource Planning, you set up organizations in the browser application, in Organizations (CRM or Resource Planning) for details.
. SeeIf you have any other modules in addition to CRM or Resource Planning, you set up Organization Reporting in the desktop application, Organization Setup for details.
. SeeParent Topic: Organization Reporting