Bookshelf v7.5: Setting Up Divisions

Security Guide for Siebel eBusiness Applications > Access Control > Planning for Access Control >

Setting Up Divisions

Divisions belong to organizations and have no direct effect on visibility. Divisions help you to group positions, to record addresses, and to maintain default currencies. User reporting structures are defined by their parent positions, but their country of operation and currency are defined by their division.

To implement Siebel eBusiness Applications, you must set up at least one division.

You can assign divisions to organizations. You can also promote a division to an organization. Multiple divisions can be arranged in a multilevel hierarchy by assigning some divisions as the parents of others.

You can assign positions to a division. When you associate employees with those positions, the employees become associated with the division.

Divisions can also be used by Actuate reports. For more information on reports, see Siebel Reports Administration Guide.

NOTE: You cannot delete division records because business components throughout your Siebel application refer to organization records. Deleting a division would cause invalid references on transaction records. This would lead to unexpected negative results such as valid data not appearing in the user interface.

To set up a division

From the application-level menu, choose View > Site Map > Group Administration > Divisions.

The Divisions view appears.

In the More Info form, add a new record and complete the necessary fields.

Some fields are described in the following table.

Field

Guideline

Parent Division

If this division is a subdivision, select the parent division. This allows a division to be associated with another division.

Organization Type

Indicates the type of organization, which controls where in the application a division will appear for selection purposes.

For example, divisions with Organization Type = Service appear for selection in the Group field on the Service screen, Service Requests view.

Organization Flag

When selected, indicates that the division is also an organization. The system copies that division into the Organization view.

Partner Manager Position

Used for Siebel PRM. Person in the organization who manages the relationship of that particular channel partner. Used in fund requests as the default value in the "Assign to" column.

Field	Guideline
Parent Division	If this division is a subdivision, select the parent division. This allows a division to be associated with another division.
Organization Type	Indicates the type of organization, which controls where in the application a division will appear for selection purposes. For example, divisions with Organization Type = Service appear for selection in the Group field on the Service screen, Service Requests view.
Organization Flag	When selected, indicates that the division is also an organization. The system copies that division into the Organization view.
Partner Manager Position	Used for Siebel PRM. Person in the organization who manages the relationship of that particular channel partner. Used in fund requests as the default value in the "Assign to" column.

Security Guide for Siebel eBusiness Applications
Published: 23 June 2003