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Exact Synergy Enterprise   
 

Displaying Financial Organization Chart

Menu path:

Introduction

At this page, you can display the organization chart for each group and division of your company. Based on the criteria that you have chosen, the organization chart can be filtered and displayed by the item, period, budget scenarios, and many more. From the displayed organization chart, you can select and right-click the available group, division, or cost center to display other reports such as the Balance sheet, Profit & loss statement, Periods: divisions, or Indicator: GL Accounts. You can select and right-click each division to display the organization chart by cost center and cost unit. You can also view and modify the information of each division that you select from the organization chart.

Menu path

Financial/Reports/Analysis/Organization chart

Roles & rights

To display the organization chart, function right 52 - View indicator values in cost center chart is required. Users with the General manager and Controller roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.

Button

Show

Click this to display the results according to the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Reset

Click this to clear the defined criteria.

Refresh

Click this to update the results according to the defined criteria.

Close

Click this to exit.

Description

Criteria section

criteria_orgchart.png

Indicator

Select the available indicator to determine which organization chart is displayed when you click Show. For more information on how to create the financial indicators, see Creating and Modifying Financial Indicators.

Group

Select the group layout that you want to use to display the organization chart. For more information see Overview of Group Layouts.

Type

Select the type of organization chart to be displayed. There are two options available, which are Standard and Fiscal.

Cur. / XRate / Factor

Select the currency to be used to view the amount in the organization chart report. Next, select External to use the external exchange rate to convert the amount or Internal/Budget to use the internal/budget exchange rate to convert the amount. After that, select the factor to be used in the amount shown in the organization chart. There are four options available which are 1.00, 1, 1,000, and 1,000,000.

Data section

data_orgchart.png

Data / Scenario

Select one of the following options to determine the type of data you want to display:

  • Actual
  • Budget
  • Forecast

Scenario is enabled when you select Budget or Forecast. Select the available budget scenario displayed if you want to display a budgeted or forecasted organization chart. For more information on how to create budget scenarios, see Creating Budget Scenario.

Note: The budget scenario displayed is based on the year that you select at Year.

Year / Period

At Year and Period, select a year and then type a period or range of periods that you want to display for the organization chart. Another set of period boxes which shows the actual and budgeted financial transaction results is displayed when you select Forecast at Data.

Exchange rates

Click the hyperlink to view the exchange rates of the default currency used in the system against the currencies used by each division for the last period defined in the period range. In the above example, you will see the exchange rates created for the year 2007 in period 12.

Compare with section

Under this section, select the following criteria if you wish to compare the organization chart with another data and period.

comparewith_orgchart.png

Data / Scenario

Select one of the following options to determine the type of data you want to compare with:

  • Actual
  • Budget
  • Forecast

Scenario is enabled when you select Budget or Forecast. Select the available budget scenario displayed if you want to display a budgeted or forecasted organization chart. For more information on how to create budget scenarios, see Creating Budget Scenario.

Note: The budget scenario displayed is based on the year that you select at Year.

Year / Period

At Year and Period, select a year and then type a period or range of periods that you want to compare with in the organization chart. Another set of period boxes which shows the actual and budgeted financial transaction results is displayed when you select Forecast at Data.

Exchange rates

Click the hyperlink to view the exchange rates of the default currency used in the system against the currencies used by each division for the last period defined in the period range. In the above example, you will see the exchange rates created for the year 2007 in period 12.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.479.685
 Assortment:  Date: 21-09-2010
 Release:  Attachment:
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