Overview of Organization Structure Processes

In MYOB Acumatica, you can configure the structure of your organization as consisting of a single branch or multiple branches with different reporting settings to suit complex reporting requirements and data consolidation needs.

Also, by using the Organization Structure module, your organization can automate work assignments and document assignment for approvals.

Multibranch Functionality

In MYOB Acumatica, you can configure the system as a single entity or as a multibranch organization to match the actual organization's structure. All branches of the organization 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:

• Multiple Branch Support
• Basic Models for Multibranch Organization
• Security of Organization Branches

Organizational Chart and Assignment Automation

You can build a company tree, which is a model of your organization's hierarchy that includes branches and departments, as well as temporary or permanent workgroups. The company tree may reflect the administrative hierarchy and include subhierarchies of workgroups created within specific branches or departments. The company tree is used for creating assignment rules in approval and assignment maps 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 you can use approval maps to distribute the documents (such as time cards, expense receipts, or orders) to be approved among the workgroups, based on relevant item or document properties. For more information, see the following articles:

• Company Tree and Workgroups
• Managing Assignment Maps
• Approval Configuration: Approval Maps

Other Features and Options

MYOB Acumatica provides unmatched flexibility for each organization to implement its unique business processes by using the Organization Structure functionality. In addition to the features described above, the Organization Structure functionality offers the following features and options:

• You can use departments, employee positions, and information about to whom each employee reports to build any hierarchy to be used in assignment and approval maps.
• Buildings can be assigned to branches and depreciated accordingly in the respective branches.
• Multiple work calendars may be used in the organization to correctly estimate work time and overtime in different branches and on different projects, as described in Support of Multiple Work Calendars.