Page 14 - Administering the System Participant Guide (SDL)

LESSON 1: MANAGING ORGANIZATIONS

Learning Objectives

Create new Organizations and modify existing Organizations to reflect internal
department structure and external business entities
• Create or modify Organizations in response to a business reorganization
• Explain the impact of checking the Financial Organization box in the Organization
profile
• Demonstrate the effect of classifying an Organization as a Legal Entity

Introduction

Organizations are the foundation of Unanet functionality, so effectively managing them
can greatly improve the efficiency of your business operations. Understanding when
and how to modify existing Organizations or add a new one will make certain your
system supports the business as it grows.

Unanet recommends contacting our Consulting Services team for assistance
before reorganizing your Financial or Organizational Hierarchy to ensure the
changes do not negatively impact the general ledger.

Organizations in Unanet
The term “Organization” is used in Unanet to represent a number of similar but distinct
foundational elements. An Organization can represent a company’s organizational tree
including corporate entities such as business units, divisions, departments, groups, and
subgroups. It can represent customers (those being charged for goods and services by
a company), vendors (those being paid for their goods and services), and employees
and subcontractors (those performing services or creating material goods).

All Unanet organizations, whether internal (People Organizations or Project Owning
Organizations) or external (Customer/Project/Vendor Organizations), are managed in a
single list. These are organized through the creation of a hierarchy and by assigning an
Organization Type. For example, internal organizations such as business units,
divisions, and departments may all reside under the same organizational tree and have
a common Organization Type of INTERNAL; these are also referred to as Person or
People Organizations. Customers may all live under an organizational tree called
CUSTOMERS and have a common Organization Type. A key concept to remember is
that all of these organizations are managed in the same set of screens in Unanet.

Lesson 1: Managing Organizations ©2021 Unanet. All rights reserved.
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