How Do I Add a New OrgUnit? Article

How Do I Add a New OrgUnit? Article

OrgUnits can be added through the "Yellow-Brick Road" tool on Synchronize Chart of Accounts  or directly through the Add OrgUnits  screen.

Once the OrgUnit has been added, additional setup must be completed on the Manage OrgUnits .

    • Related Articles

    • AutoSynch and Synch OrgUnit Permissions Article

      When new Account Numbers are setup in Great Plains Accounts ("ERP") software it is necessary to maintain a mirror image of those Account Numbers in Dynamic Budgets.  This process is managed through the Synchronize Chart of Accounts and its related ...

    • OrgUnit Article

      This term refers to base unit of budgeting.  It was selected as a neutral definition because organizations use varies terms including Departments, Cost Centers etc. OrgUnits are defined in System Management / Companies / Manage Company Databases *Do ...

    • Duplicate OrgUnit Assumptions Article

      Duplicate OrgUnit Assumptions is a flexible utility to allow you to duplicate either the line item details of entire Orgunits or certain Objects within Orgunits. The data can be duplicated within the same company and budget or across companies and ...

    • Synchronize Chart of Accounts Article

      Standard functionality includes Print, Export to Excel, Print to PDF, and  Auto-size Columns. When the system is first setup Great Plains Accounting ("ERP") software General Ledger ("GL")  Account Numbers are imported into Dynamic Budgets using  the ...

    • Custom Budget Entry Article

      Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other Budget ...