Defining a Division

Prerequisites

To define a division, you should have:

  • Required division business object defined in the application

  • Work calendars, bill route types, currencies, time zones, accrual cycles, To Do types, and To Do roles defined in the application

  • Values defined for the BILL_​FORMAT_​FLG lookup field

Procedure

To define a division:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select D and then click Division.
    A sub-menu appears.
  3. Click the Add option from the Division sub-menu.
    The Division screen appears.
  4. Ensure that the Main tab is selected.

    The Main tab contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Division Used to specify the division. Yes
    Description Used to specify the description for the division. Yes
    Work Calendar Used to indicate the work calendar that you want to associate with the division. The work calendar indicates the days when the division is operational. It is used to ensure that the system calculated dates (for example, bill due date, credit and collection event dates, etc.) fall on a working day.
    Note: The list includes only those work calendars which are already defined in the system.
    		 Yes
    Status Used to indicate the status of the division. The valid values are:

    • Active - Indicates that you can use the division in the system.

    • Pending - Indicates that the division is not yet available for use.

    • Retired - Indicates that the division is no longer available for use.

    Note: The list includes only those statuses which are defined in the DIVISION_​STATUS_​FLG lookup field.
    		 No
    Bill Format Used to specify the format in which the bills should be printed for the accounts which belong to the division. The valid values are:

    • Detailed

    • Summary

    Note: The list includes only those bill formats which are defined in the BILL_​FORMAT_​FLG lookup field.
    		 No
    Bill Route Type Used to indicate how the bills must be sent to the main customer of the accounts which belong to the division.
    Note: The list includes only those bill route types which are already defined in the system.
    		 No
    Base Currency Used to specify the currency in which the GL entries should be created for the accounts which belong to the division. If the account's invoice currency and division's base currency are different, the system converts the GL amount from the account's invoice currency to the division's base currency. In such cases, the system creates the financial transactions for the accounts in both the currencies (i.e. account's invoice currency and division's base currency).
    Note: The list includes only those currencies which are already defined in the system.
    		 Yes
    Time Zone Used to indicate the time zone in which the division is operational.
    Note: The list includes only those time zones which are already defined in the system.
    		 No
    Eligible for Accrual Used to indicate whether you can calculate accrual for the accounts which belong to the division. No
    Accrual Cycle Used to indicate the accrual cycle for the accounts which belong to the division.
    Note:

    This field is enabled when the Eligible for Accrual option is selected.

    The Search (The Search Icon) icon appears corresponding to the Accrual Cycle field. On clicking the Search icon, the Accrual Cycle Search window appears.

    		 Yes (Conditional)
    Note: The field is required when the Eligible for Accrual option is selected.
    Comments Used to specify additional details about the division. No
    Business Object Used to indicate the business object using which you want to create the division.
    Note: The Search (The Search Icon) icon appears corresponding to the Business Object field. On clicking the Search icon, the Business Object Search window appears.
    		 Yes
    In addition, the Main tab contains the following fields in a grid:
    Field Name Field Description Mandatory (Yes or No)
    To Do Type Used to indicate the To Do type for which you want to define division-specific To Do role.
    Note: The Search (The Search Icon) icon appears corresponding to the To Do Type field. On clicking the Search icon, the To Do Type Search window appears.
    		 Yes (Conditional)
    Note: This field is required when you are defining the division-specific To Do role for a To Do type.
    To Do Role Used to indicate the To Do role whose users must receive the To Do entries of the specified To Do type for the accounts which belong to the division.
    Note: The Search (The Search Icon) icon appears corresponding to the To Do Role field. On clicking the Search icon, the Role for To Do Type window appears.
    		 Yes (Conditional)
    Note: This field is required when you are defining the division-specific To Do role for a To Do type.
  5. Enter the required details in the Main tab.
  6. Associate access groups, price items, price lists, languages, invoice currencies, person identifier types, algorithms, bill messages, party characteristic types, bill cycles, and account identifier types with the division, if required.
  7. Define characteristics for the division, if required.
  8. Define division-specific characteristics for the price items, if required.
  9. Click the Save button in the Page Title area.
    The division is defined. The status of the division is set to Pending.

Related Topics

For more information on... See...
Division screen Division
Main tab Division - Main
How to associate an access group with a division Associating an Access Group with a Division
How to associate a price item with a division Associating a Price Item or Price Item Bundle with a Division
How to associate a price list with a division Associating a Price List with a Division
How to associate a language with a division Associating a Language with a Division
How to associate an invoice currency with a division Associating an Invoice Currency with a Division
How to associate a person identifier type with a division Associating a Person Identifier Type with a Division
How to associate an algorithm with a division Associating an Algorithm with a Division
How to define a characteristic for a division Defining a Characteristic for a Division
How to associate a bill message with a division Associating a Bill Message with a Division
How to associate a party characteristic type with a division Associating a Party Characteristic Type with a Division
How to associate a bill cycle with a division Associating a Bill Cycle with a Division
How to associate an account identifier type with a division Associating an Account Identifier Type with a Division
How to define a division-specific characteristic for a price item Defining a Division-Specific Characteristic for a Price Item