How do I add/remove departments?

Set up, modify, or delete departments.

Materials Management uses Departments to track which department within an organization is responsible for which inventory. The department records the method the department uses to value inventory, it stores the default location where the department stores its inventory, and the GL accounts that are unique to the department.

Contents

Adding a master department
Adding a new department
Changing a valuation method
Setting the department's default location
Changing the department's GL accounts
Removing a department

Adding a master department

See the help topic titled How do I add a department to an application?

Updated 18Jan2018

Adding a new department

Create a new record for a department. Using this option will limit the department to Materials Management.

If you will use the department in other Caselle applications, add it to the master department table in System Management. See the help topic titled How do I add a master department record?

Do this...

1. Open Connect Materials Management > Organization > Departments.

2. Click New (CTRL+N).

3. Enter the department name and related information.

4. Click Save (CTRL+S).

The department is saved in the Materials Management departments table.

Updated 17Jan2018

Changing a valuation method

A valuation method is the inventory cost flow which the department will use to estimate or appraise the worth of its inventory. Average determines the value of inventory by adding the value for all inventory and then dividing the total by the number of items. FIFO, or First In First Out, defines the inventory value by assuming the first inventory into the department will also be the first inventory out of the department. Therefore, the ending inventory is made of the most recently purchased items. LIFO, or Last In First Out, estimates the inventory cost flow by assuming the last item purchased will be the first item out of the department.

Setting the department's default location

The default location is the location that the user selects when the Department is set up. It is the value that will be displayed in the Location field when a user chooses a department name. You can select a different location from the Location drop-down list if you do not want to use the default location.

Changing the department's GL accounts

Like the Default Location the Department record also stores the default Balance Sheet Account, Revenue Account, and Expense Account. These accounts will be displayed in their respective fields. You can type in a different account number if you do not want to use the default accounts.

Removing a department

You cannot delete a department when related transactions exist.

Do this...

1. Open Connect Materials Management > Organization > Departments.

2. Enter a department name in the Lookup bar.

3. Click Delete (CTRL+D). You cannot delete a record if it has been used in another transaction.

The department is deleted.