Corporate Division Configuration is an important aspect of utilizing a key feature in e-manage|ONE for your company. This feature allows you to list your company along with any other divisions or companies you may operate. The configuration enables you to set up the divisions to operate exclusively of each other that helps you organize your company and any additional divisions or affiliated companies. This setup allows you to configure each division to either operate independently or share resources and information as needed, depending on your business needs.
For instanceexample, you could can have a single centralized accounting department that handles the work manages financial tasks for multiple companies within your organization. To maintain ensure security, users are only allowed access to the information assigned to them through user access is restricted based on their assignments, which can be configured through the Division Access Control settings using the User Assignment feature in the Division Access Control setup.
By properly configuring your setting up Corporate Divisions in e-manage|ONE, you can streamline your operations and maximize the efficiency of your resources.
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Division Setup
This is where you can adjust each division's settings.
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Division Access Control
This is where you set access to the corporate division(s) and where you enter the usernames and passwords for people that have access to your Manufacturer Web Services.
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Dropdown List Setup
You can add, edit, activate or delete dropdowns, but we highly recommend selecting "not active" instead of deleting them.
As your business evolves, you can make changes to the dropdowns on the fly to accommodate your business needs. Some dropdowns are crucial and can affect other processes and users. Having a solid understanding of how they work can significantly improve the productivity and efficiency of your company.
To view details, click on the row header of the dropdown list items. Let's take a look at the Project Type dropdown as an example. This dropdown can set the workflow policy within your company. One project may require different processes than another, so creating a different Project Type may be a great way to separate these processes. For instance, a Labor Only project may not require an estimate for materials, whereas a Furniture project may require such an estimate.
Another important dropdown is Product Types. This determines which Quickbooks accounts each line-item hits when creating Vendor Bills and/or Customer Invoices. It is crucial to select the correct Product Type to ensure that all transactions are accounted for accurately.
In the sub-sections of this Help Article you will find some specific examples of Drop Down Setup!
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Web Settings
e-manage|ONE has a Customer Web Portal for you customers to access. These settings give the access to specific areas of the system. When a customer logs in with their EMO generated username and password they can view their company information, active projects, cancelled projects and certain information you make customer viewable such as notes and documents.
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improve resource efficiency across your organization.
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