How do I add departments?
Asset Management uses Departments to track which department within an organization is responsible for which inventory. Use the department record to assign costs to organizational divisions or agencies. Every asset is tied to a classification and a department.
Examples of governmental departments: Parks, Council, Fire, Administration
Notes:- A department is required for every asset.
- Departments function like Departments in other Connect applications. The department record the GL accounts that are unique to the department.
Adding a department from the Master Department table
The Master Department table stores departments in System Management. These departments can be used by all Connect applications.
Do this...
1. Open Connect Asset Management > Organization > Departments.
2. Click New (CTRL+N).
3. Use the Department menu to select a department.
The drop-down list shows only the departments that are set up in the master department table in System Management that have not been added to the department table in Asset Management.
The form displays the default description and abbreviated description.
4. Add the function and GL accounts to the department.
If Asset Management is not updating to the General Ledger, you do not need to add GL accounts. However, if Asset Management is updating to the General Ledger, you will need to add GL accounts. If you need help setting up partial GL accounts, call customer service at (800) 243-8275.
5. Click Save (CTRL+S).
The department is added to Asset Management.
Adding a department to Asset Management
You can set up departments that will only be used in Asset Management. The department information will remain in Asset Management. None of the department information in Asset Management will be updated to the department table in System Management.
Do this...
1. Open Connect Asset Management > Organization > Organization.
2. Click New (CTRL+N).
3. In the Department field, type in the department name.
4. Enter the department description, abbreviated description, function, and GL accounts.
5. Click Save (CTRL+S).
The department is saved in Asset Management.
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