How To Model Multiple Companies, Regions, Departments, Business Units, and/or sites in Cetec ERP

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There are two alternate paths you may take. You first need to determine:

1. Whether your business structure consists of multiple separate companies with unique tax IDs and separate sets of books under a single parent corporation. 2. Or your organization has multiple departments, business units, cost centers, or production lines under the same tax ID, configure financial and operational segmentation accordingly.

Your setup, configuration, and processes will be different for each path. Steps for each path are outlined below.

For separate company entities, plan to use a dedicated Cetec ERP cloud instance.

1. Create individual cloud instances for each company entity and one additional instance for the parent corporation. 2. Operate each company instance independently with its own customers, vendors, inventory, users, and set of books. 3. Process intercompany transactions independently in each company’s separate Cetec ERP instance. 4. Configure the parent corporation instance to pull and consolidate financials from each subsidiary instance if consolidated reporting is required. 5. Set up unique user accounts per instance for any individual who needs access to multiple company instances. 6. Access multiple company instances simultaneously by keeping each instance open in separate browser tabs. 7. If your organization has multiple locations or regions under a single tax ID and single set of books, use one Cetec ERP instance. 8. Share customers, vendors, contacts, part records, bills of materials, engineering records, and documents across all locations. 9. Segment warehouse inventory and transaction-related data by setting up warehouse locations in Admin >> Maintenance >> Data Maintenance >> LNAME.

For an organization with multiple departments, business units, cost centers, or production lines under the same tax ID, configure financial and operational segmentation accordingly.

1. Set up departments with unique accounting codes in the Revenue → COGS materials section of the chart of accounts to track material costs per department. 2. Set up PRC codes or specific Prcparts for materials in Parts >> PRC List or Parts >> List. 3. Map override COGS and override revenue accounts for each PRC code or Prcpart to the appropriate departmental accounts. 4. Refer to the transaction mapping hierarchy per PRC or Prcpart for additional configuration details. 5. Set up departments with unique accounting codes in the Revenue → COGS labor/overhead section of the chart of accounts to track labor and overhead costs. 6. Set up work locations for each machine or department in Admin >> Maintainance >> Data Maintenance >> OrdlineStatus. 7. Map credit and debit G/L overrides for each work location to the corresponding departmental or machine accounts in the chart of accounts. 8. Set up cost centers in Admin >> Maintenance >> Data Maintenance >> Cost Centers. 9. Enable each cost center for selection on pQuotes, Purchase Orders, and A/P Vouchers. 10. Run financial reports such as the General Ledger, P&L, and Balance Sheet by cost center. 11. Set up production lines in Admin >> Maintenance >> Data Maintenance >> Workcenter. 12. Assign default production lines to individual products (Prcparts) within the part record under the left side-nav >> Maint/COCs. 13. Use production line assignments during quoting, order entry, and production planning to filter and segment production tracking by department.

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