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

If I have multiple companies, divisions, regions, departments, business units, locations, sites, etc. - what are my options using Cetec ERP?

Web-native cloud ERP is compelling for companies with multiple locations, as it represents drastically reduced cost and complexity on setup and maintenance of IT for consolidated businesses distributed geographically across the country or across the world. Cetec ERP has zero upfront licensing costs and allows you to run your business(es) 100% from the cloud; all you need is a web browser and an internet connection.

FOR SEPARATE COMPANIES (i.e. separate business entities, each with unique tax ID and unique set of books) with a parent corporation.

If your business is structured across multiple separate companies beneath a single parent corporation, we support the following configuration in the Cetec ERP cloud.

Each company will require its own dedicated Cetec ERP cloud instance. For example, for Parent Corporation ABC, comprised of individual companies Company A, Company B, and Company C, you will have four dedicated Cetec ERP instances setup in the cloud:

• companyA.cetecerp.com
• companyB.cetecerp.com
• companyC.cetecerp.com
• parentcorpABC.cetecerp.com

Companies A, B, and C will function completely independently of each other, each with their own set of customers, vendors, inventory, and each with their own set of books and their own set of users and Cetec ERP subscription plans. Any intercompany transactions between companies A, B, or C must be processed by both parties involved in the transaction each, independently, in their own separate systems.

The fourth cloud instance represents the parent corporate financial reporting system. This instance may be custom configured to pull and consolidate the financials generated from each constituent instance A, B, and C into a single integrated parent instance.

Each cloud instance of Cetec ERP (including all four instances for companies A, B, C, and the parent corporation) represents its own Cetec ERP subscription plan billing at $50/user/month (with a five user minimum), and each with its own unique set of users. If you require the same person to be able to login across one or more of the company instances, that person must be setup with a distinct username in each of the instances he/she needs access to.

*Note that multi-company instances like this allow for seamless access *across the company instances; if you have a login for all four instances, you may keep all four instances loaded up as TABS in your web browser, and seamlessly maneuver between each tab and each instances without having to login and logout each time you want to switch instances!

FOR SEPARATE LOCATIONS / REGIONS / SATELLITE OFFICES

If your company has separate regions or satellite offices geographically, but each location is nested under a singular unique Tax ID, i.e. under the same set of books, then:

• Each satellite location will share the same set of customers, vendors, contacts, part information records, Bill of Materials and engineering records, documents, etc.
• For each separate site/location the two areas of data that you may segment out are: Warehouse Inventory (Stock), & Anything Transaction Related. In order to establish this segmentation, setup “warehouse locations” in Admin >> Maintenance >> Data Maintenance >> LNAME.

FOR SEPARATE DEPARTMENTS, BUSINESS UNITS, COST CENTERS, PRODUCTION LINES

If your company has separate departments within the same facility and within the same corporate tax ID, you may be interested in segmenting out the tracking of financial cost accounting, cost centers and/or profit centers, and/or production lines to drive production management.

Cost Accounting

For material cost accounting per department:

• Setup your departments with unique accounting codes within the Revenue → COGS materials section of your chart of accounts, one account for each department you wish to track
• Setup PRC codes or specific Prcparts for the materials you wish to track per department in Parts >> PRC List or Parts >> List
• For each PRC code or specific Prcpart, map the override COGS and override revenue account you wish to map transactions of those PRCs or Prcparts to.
• For more information on G/L transaction mapping hierarchy per PRC or per Prcpart, click here.

For labor cost and/or overhead cost accounting per department:

• Setup your departments with unique accounting codes within the Revenue → COGS labor/overhead section of your chart of accounts, one account for each department you wish to track
Setup work locations for each machine/department you wish to track in Admin >> Maintainance >> Data Maintenance >> OrdlineStatus
For each work location, scroll to the right where you can map credit/debit G/L overrides specifically to the account in your chart of accounts correspondent to the department/machine you want to track.

For Cost Centers:

• Setup your cost centers in Admin >> Maintenance >> Data Maintenance >> Cost Centers
• Each cost center you activate will be enabled as a cost center selection option per pQuote, Purchase Order, and A/P Voucher.
• You may run your financial reports (General Ledger, P&L, Balance Sheet) by cost center.

For Production Lines

• Setup production lines in Admin >> Maintenance >> Data Maintenance >> Workcenter
• Assign individual products (Prcparts) default production lines in a part record (left side-nav of any part record >> Maint/COCs)
• Products assigned a production line will default as such during quoting and order entry; production planning reports may be filtered and assigned per production line, helping you segment out production track per production department at your company.