Visma.net ERP
Organisation structure - overview
In the Organisation structure workspace of Visma.net ERP, you can configure the structure of your organisation if it consists of a single branch or multiple branches with different reporting settings to suit complex reporting requirements and data consolidation needs.
Also, by using the Organisation structure workspace, your organisation can automate work assignments and document assignment for approvals.
Multi-branch functionality
In the Organisation structure workspace, you can configure the system as a single entity or as a
multi-branch organisation to match the actual organisation's structure.
All branches
of the organisation use the same currency and chart of accounts, and have shared
lists of trade partners.
You can configure automatic balancing of inter-branch
transactions.
If the branches operate separately, you can set up user access to
specific branches only.
For additional information, see the following topics:
Organisational chart and assignment automation
You can build a company tree, which is a model of your organisation's hierarchy that
includes branches and departments, as well as temporary or permanent work groups.
The
company tree may reflect the administrative hierarchy and include sub-hierarchies of
work groups created within specific branches or departments.
The company tree is used
for escalating approvals of documents when they become overdue and for determining
the scope of the users who want to view items assigned to them.
You can use assignment maps to automatically distribute the work items (such as leads, contacts, opportunities, or cases) to be processed or documents (such as time cards, time sheets, or orders) to be approved among the work groups, based on relevant item or document properties.
