You create a department by naming it, associating it with an entity, and optionally selecting a parent department, department manager, and business relationship manager. The department hierarchy is established by selecting a parent department.
You can review the list of sub departments associated with your department from the department properties menu.
When you create a department, a corresponding OBS unit is also created based on the selected entity and the parent department.
If you create sub-departments, you can
Follow these steps:
Defines the entity used to associate an organizational structure and financial planning defaults with the department. Once the department is created, this field cannot be changed.
Specifies the parent department for this department. Required only if this department is a subdepartment to another department.
Example: The Retail Banking IT department is a parent to the Application Development department.
Displays if the department is a subscriber for investments or services provided or owned by other departments.
Displays if the department owns investments or services that customer departments can subscribe to.
Specifies the department manager. The user you select as the department manager is automatically granted the Department - Edit access right.
Default: This field is populated with the resource ID of the user who created the department.
Defines the user who is a liaison between this department and other departments. The user selected as the business relationship manager is automatically granted the Department - View access right.
Indicates if invoice approval must be delegated to the sub departments. If this option is not selected, no sub departments in that branch can view or approve invoices. All charges are rolled up to the top-level parent department.
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