Departments

Applications › Configuration › Company

Overview

Use Departments to view and work with department records in the Company configuration area. This page is useful when you need to locate existing departments, narrow the displayed records, start a new department record, or export the current list. Sales, project, purchasing, warehouse, and finance users can use the list to review the departments available in the system.

Note: The current list displays a count of 0, which means no department records are currently shown.

Workflow

1. Review the department list before making a change.
   Use Search to find a department in the current list. If you need to limit the records displayed, select Apply filter and apply the required criteria.

   Tip: Filter the list before exporting it so that the export contains only the department records relevant to your task.

2. Choose whether to create a department or work with the displayed records.

   • To begin a new department record, select New.
   • To leave the current action without continuing, select Cancel.
   • To add or work with a file, select Attach, or drag the file to Drop a file here.

3. Export the reviewed list when you need an external copy.
   After searching or applying filters, select Export to export the department records currently displayed. Select Ok to confirm an available action when prompted.

Examples

A project manager needs to review the departments currently available before preparing project-related reporting.

1. On the Departments page, the project manager enters Operations in Search to look for matching department records.
2. If additional narrowing is required, the project manager selects Apply filter.
3. The project manager reviews the resulting list and selects Export to create a copy of the displayed department records for review outside the system.
4. If no suitable department is found, the project manager selects New to begin creating a department record.

Tips

Tip: Use Search for a quick lookup and Apply filter when you need to narrow the list using additional criteria.

Note: Use Cancel when you decide not to continue with the current action.

Warning: Export only after confirming that the displayed list reflects the department records you intend to use.

Troubleshooting

Related pages

• Item Categories
• Configuration — Overview
• Configuration — Learning Path
• Reactivationreasons
• Getting Started with Configuration
• Dashboard Settings
• Default Layouts
• Features
• Home
• Plans
• Reports Settings
• Serial Combinations
• Subscriber
• Subscription Invoices
• Warehouse