|
Note |
|
The appearance and contents of the Setup Division form will change depending on the selection of Accounting Integration type in the Setup > Company Accounting Integration tab. For more information on selecting an Accounting Integration Type in Setup > Company see Company Accounting Integration. Differences in appearance and function within the Setup Division form based on the selected accounting type are noted as they apply in the topics below. |
Each company is allowed to have an unlimited number of divisions. Divisions represent an entity within a company that works with specific areas and specific jobs in those areas. Working with divisions is a way to limit the number of areas and jobs a user is working with at one time.
Tasks and processes in WMS work within the context of a division. When a division is selected, all the information returned in the application screens revolves around the selected division and the areas assigned to that division.
By default, every user in WMS will be assigned access to each division. It will be necessary to remove access as needed to protect users from affecting other division data. If the company wants to make sure users only work in one division, it is possible to set the division automatically for the user in Security Management. Doing so restricts that user to just the division(s) selected.
|
Note |
|
At least one division must be defined in order to use WMS. Any information entered in the Setup > Divisions screens automatically applies in the Purchasing, Scheduling, and Sales Pricing modules. All users should be aware that changes to these screens affect all of the modules. |
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
From the Divisions menu, select New Division, or click on the New icon.
Type the information for the new division in each field, starting with the Division Name field (this will populate the Division drop-down menu above the Division Name field). Required fields are marked with an asterisk (*).
The Division Code field is a required field that is read and used when the Send to Sales Center function is performed. The Division Code is required to be unique within the WMS database. It is also recommended to keep this division ID unique even across multiple companies, if the companies are to integrate with a single sales center account.
STO Accounting
A default value is provided, and can be changed as desired, but must be kept unique within the WMS Database.
Explorer Contract Manager V7
The value for the Division Code is automatically pre-filled when the division is associated with an Explorer Contract Manager Accounting division. This value can be changed as desired, however the value is validated against the available division codes for the associated Accounting company. For more information on associating a WMS division with an Accounting company and Accounting division see Division Accounting Integration Settings.
|
Note |
|
The Sales Pricing module uses this division code to distinguish the division when sending information to the sales centers. It is critical that this code does not change once data is sent; doing so will create a whole new division in the sales center, and possibly cause synchronization problems with sales centers. |
Establishing a work week specific to the new division is optional. See Defining the Division Work Week for additional information.
Click on Save when finished.
Proceed with setting up a division logo, calendar and default supplier and Accounting company associations as necessary. It is also necessary to go through each division setup screen (represented by the vertical icons on the left of the Setup > Divisions screen), to complete additional setup, as explained in the Setup > Divisions sections that follow.
|
IMPORTANT |
|
Immediately after creating a new division, users must replicate Sage Timberline Estimating, and synchronize with the integrated Accounting system. |
Division Sales Pricing Settings
Division Sales Center Integration Settings