Division

The Division screen allows you to define, edit, and delete a division. It consists of the following tabs:

Tab Name Tab Description Mandatory (Yes or No)
Main Used to define basic details of a division. Yes
Access Groups Used to define the users who have right to associate objects (such as persons, accounts, price items, price lists, etc.) with this division. The users can only view those divisions to which they have access in the Division list used across the application. No
Price Items Used to define which price items are available to persons or accounts in a division.
Note: Once the price item is created, you need to associate it with a division.
No
Price Lists Used to define which price lists are available to persons or accounts in a division.
Note:

Once the price list is created, you need to associate it with a division.

You can associate a price list with a division when all price items in the price list are already associated with the division.

No
Languages Used to limit the languages that you can select for a person's bills and correspondence in a division. No
Invoice Currencies Used to limit the invoice currencies that you can select for accounts in a division.
Note: Invoice currency is a currency in which the accounts in the division can be billed.
No
Person Identifier Types Used to limit the person identifier types that you can select for persons in a division. No
Algorithms Used to associate algorithms with the division. Once a division is created, you must associate the Price Assignment Search algorithm to it. For the Banking functionality, this is required to ensure that the price item pricing is displayed in the correct order as defined by the algorithm. Each division can have unique hierarchy order or more than one division can have the same hierarchy order. The hierarchy order is also used in billing when the price determination is controlled by the sort order definition of the algorithm.

You can define algorithms in the Algorithm screen. The search order is governed by the second parameter of the algorithm, and the valid values for the same are:

  • AGREED_​PRICELIST - If you use this search order, the price item pricing is searched in the following order: Account Agreed, Account Price List, Account Inherited Price List, Customer Agreed, Customer Price List, Customer Inherited Price List, Parent Customer Agreed, Parent Customer Price List, and Parent Customer Inherited Price List.

    Note: In this search order, the account agreed level has highest precedence and parent customer inherited price list level has lowest precedence.
  • AGREED_​FIRST - If you use this search order, the price item pricing is searched in the following order: Account Agreed, Customer Agreed, Parent Customer Agreed, Account Price List, Account Inherited Price List, Customer Price List, Customer Inherited Price List, Parent Customer Price List, and Parent Customer Inherited Price List.

    Note: In this search order, the account agreed level has highest precedence and parent customer inherited price list level has lowest precedence.
No
Characteristics Used to define the characteristics for a division. No
Bill Messages Used to specify the bill messages that are valid for accounts in a division. No
Party Char Types Used to limit the characteristic types that you can select for persons and accounts in a division. No
Bill Cycles Used to limit the bill cycles that you can select for accounts in a division. No
Account Identifier Types Used to limit the account identifier types that you can select for accounts in a division. No
Price Item Characteristics Used to define division-specific characteristics for price items associated with the division. No

Related Topics

For more information on... See...
How to define a division Defining a Division
How to associate access groups with a division Associating an Access Group with a Division
How to associate price items with a division Associating a Price Item or Price Item Bundle with a Division
How to associate price lists with a division Associating a Price List with a Division
How to associate languages with a division Associating a Language with a Division
How to associate invoice currencies with a division Associating an Invoice Currency with a Division
How to associate person identifier types with a division Associating a Person Identifier Type with a Division
How to associate algorithms 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 bill messages with a division Associating a Bill Message with a Division
How to associate party characteristic types with a division Associating a Party Characteristic Type with a Division
How to associate bill cycles with a division Associating a Bill Cycle with a Division
How to associate account identifier types with a division Associating an Account Identifier Type with a Division
How to define division-specific characteristics for a price item Defining a Division-Specific Characteristic for a Price Item

Parent topic: Division