Each entity operates as a separate unit, allowing business processes to be mapped and managed individually.
Business Process Forms:
Each submission within business process forms can be mapped to one specific entity only. This ensures that the operations of each entity remain distinct and separate.
Masters can be configured in two ways:
Common Master for All Entities:
All records in these masters are available by default to ALL companies in the tenant. For example, geo-based masters such as state master and country master will have a common data source shared across all entities.
Entity-specific Master Records:
Each record in the master can be mapped to one, many, or all companies in the tenant. Examples include:
Item: Items used by one entity can be different from those used by others.
Vendor: Vendors used by one entity can be different from those used by others. The responsibility for proper vendor creation lies with the entities onboarding the vendor, so mapping each vendor to the right entity is essential.
Employee: Users can be mapped to one or more entities, with permissions granted accordingly to ensure the right access levels for each entity.
When creating a transaction such as a PR (Purchase Requisition), PO (Purchase Order), or Invoice, the user selects a company. Based on the selected company, a filtered list of items, vendors, and other entity-specific master records are presented to the user for selection. This ensures that only relevant records for the selected company are available for use.