Organizations

Organizations

An EZ-MES Execution Object within the EazyWorks application that represents customers, suppliers, manufacturers and your own company.

factory

Organization is a central object within the EazyWorks Applications. Organizations can be used to represent the following functions:

  1. Your company, to store internal data
  2. Customers, which can be linked to Work Orders
  3. Suppliers (aka Vendors), which are linked to Purchase Orders and Supplier Parts
  4. Manufacturers, which can be linked to manufacturing parts 

An organization can serve as customer, manufacturer and supplier all at the same time. When one of your suppliers is also one of your customers, you don’t have to enter the organization twice. This prevents redundant input and minimizes the occurrence of out of date information.

Create an Organization

Take the following steps illustrated below to create a new Organization:

Organization-Form

The following figure illustrates all the different tabs for the Organization:

  • Home: General information regarding the organization
  • Contacts: Organization contact information
  • Planning Options: Configuration for the work hours and holiday schedules regarding the organization
  • Shipping Methods: Shipping methods regarding the organization
  • Payment Terms/Methods: Account details, credit options e.g. NET 30
  • Attachments: Upload files related to the organization e.g. credit references, testimonials
  • Purchase Orders: List of Purchase Orders related to the organization
  • Work Orders: List of Work Orders related to the organization
  • Supplied Parts: Parts supplied/manufactured by this organization
  • Manufactured Parts: Organization manufactures these parts but is not a supplier
  • Access Rights: User access rights related to the organization e.g. limit access to administrative staff group
  • Notes/Blog Entries: Add time and user stamped comments to the organization and show history of state changes

Organization-Form_2

Useful Links

List of articles in category Organizations
Title
Organizations Form / General
Organizations Listbox