Departments¶
Before you start¶
This article delves into the departments available across different modules within Dsposal's Paperwork. Deparments , once created, remain permanently recorded and cannot be deleted. However, they can be archived, preventing further selection when no longer applicable
What are departments?¶
Departments allows you to set opportunities, sales, jobs and finance documents to specific divisions or departments.
Completely optional
Departments is a purely optional area of Paperwork. It comes down to individual organisations' business logic whether or not it is used.
Departments details¶
Name | Description | Input type | Requirement Type |
---|---|---|---|
Department Code | A short code used to quickly identify the department. | text |
required |
Department | The name of the department. | text |
required |
Description | The description of the department. | text |
optional |
Colour | A colour of the department use to quickly identify the department. | text |
required |
Cost Centre Code | A short code associated to a costing centre for finance. | text |
optional or required |
Archived | Is this department still available for selection or has it been archived? | choice |
required |
Action | A button with a selector for actions related to this department. It provides a user interface element for initiating specific actions related to the department. | N/A |
N/A |
Cost Centre Code optional
or required
?
The Cost Centre Code
requirement type is dependent on the Is strict accounting required?
field within the Settings Module Settings >> System >> System Information
. This changes the requirement in all modules.
Actions¶
Each department has a number of actions that can be done to it. Not all are available all the time, the actions are dependent on the status of the department.
Action | Description |
---|---|
Manage |
Opens up available actions for the department. |
View / Edit |
Opens the department in edit mode, accessible when the department is active. |
Archive |
Archives the department, preventing selection in other Paperwork areas, available when the department is active. |
View |
Opens the department in view mode, applicable when the department is archived. |
Restore |
Restores the department, enabling selection in other Paperwork areas, available when the department is archived. |
Uses¶
Departments are used in the following areas of Paperwork:
The ERD(1) below shows where departments are used within Paperwork.
- An Entity Relationship Diagram is a type of diagram that lets you see how different entities (e.g. people, customers, or other objects) relate to each other in an application or a database.
erDiagram
Opportunities }o..o| departments : "linked to"
Sales }o..o| departments : "linked to"
departments ["Departments"] {
departmentCode text
department text
description text
colour text
costCentreCode text
archived boolean
}
departments }o..o{ extraTypes : limits
extraTypes ["Extra Types"]