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Organizations

This document outlines the core organizational and reporting dimensions in ianaiERP. Each dimension helps you structure operations, manage financials, and analyze data at the appropriate level of detail.

Company​

Definition​

A Company is the highest organizational level in ianaiERP. Each Company represents a legal entity or broad business unit, enabling accurate financial consolidation and reporting across all operations.

Use Cases​

  • Segmentation: Separate operations by legal entity, geographic region, or business line (e.g., “East Coast Company,” “West Coast Company”).
  • Consolidation: Roll up financial data from child Subsidiaries to the parent for consolidated reporting.

Key Notes​

  • A Company can contain multiple Departments or Warehouses.
  • Departments and Warehouses can be shared across Subsidiaries (for global usage), depending on configuration.
  • This hierarchical structure ensures easy financial roll-up from Subsidiaries to the parent Company.

Department​

Definition​

A Department is a functional or cost-center unit within a Subsidiary (e.g., Sales, Marketing, Finance, HR, Production).

Relation to Subsidiary​

  • Typically nested under a specific Subsidiary (e.g., “Sales Department” under “East Coast Subsidiary”).
  • Can be global, serving multiple Subsidiaries at once (e.g., a centralized “IT Department”).

Use Cases​

  • Financial Reporting: Generate Profit & Loss (P&L) statements by Department within a Subsidiary.
  • Budgeting & Tracking: Track costs for specific Departments across Subsidiaries or across the entire Company.

Class (Classification)​

Definition​

A Class (or Classification) is a flexible dimension you can apply at the line-item level to categorize transactions. Classes are not restricted to a single Company or Department; instead, they can span your entire organization for consistent, granular reporting.

Relation to Company​

  • Cross-Company Application: A single Class can be used across multiple Companies.
    • Example: Brand A might be applied to transactions in both “East Coast Company” and “West Coast Company.”

Use Cases​

  1. Cross-Functional Reporting
    • Compare performance (e.g., revenue, expenses) of a certain Class (like “Brand A”) across multiple Companies or Departments.
  2. Granular Analysis
    • Drill down into line-item categorization (e.g., product lines, marketing channels, event types) to get a more detailed view of financials.
  3. Flexible Tagging
    • Tag transactions with Classes that reflect important business dimensions, such as product lines, regions, or cost centers.

Example​

  • Analyzing how Brand A performs:
    • In “East Coast Company” vs. “West Coast Company.”
    • In the “Sales Department” vs. “Marketing Department.”

Project​

Definition​

A Project is a specific job, contract, engagement, or initiative that needs to be tracked independently within a Company.

Relation to Other Dimensions​

  • Can be linked to a Department or a Class for additional clarity.
  • Allows you to view total revenue and expenses associated with that Project.

Use Case​

  • Detailed Tracking: Consolidate all costs and revenue for a particular endeavor (e.g., “Summer Clearance Campaign” under “East Coast Company,” tagged to “Sales Department” and “Brand A” Class).

Location​

Definition​

A Location represents a physical or virtual place where inventory is stored or transactions are fulfilled.

Relation to Company​

  • Assigned to One or Multiple Companies: For instance, “East Coast Warehouse” under “East Coast Company,” or a “Global Warehouse” that serves multiple Companies.

Use Cases​

  • Inventory Control: Monitor stock levels, manage logistics, and fulfill orders from designated locations.
  • Multi-Company Warehousing: Track inventory seamlessly for shared or separate warehouses.

Putting It All Together​

In ianaiERP:

  • Companies represent the top-most financial entities.
  • Departments function as cost centers within Subsidiaries or across multiple Subsidiaries.
  • Classes (Classifications) are versatile tags for line-item level reporting, cutting across Companies and Departments.
  • Projects centralize the financial and operational details of specific initiatives or contracts.
  • Locations represent physical/virtual storage or fulfillment points, tied to one or more Companies.

These dimensions work together to provide a robust framework for detailed accounting, reporting, and operational management. By combining them appropriately, you can create granular financial reports, streamline budgeting, and gain deeper insights into performance across various facets of your organization.

Tip: When designing your ianaiERP structure, consider which dimensions (Department, Class, Project, Location) must be unique to a single Company or Subsidiary and which can be shared. Balancing specificity with flexibility helps maintain clear financial reporting without over-complicating your setup.