A division represents a store, branch, or location within the
company.
Separate address and taxing information can be maintained for each
division.
This Divisions information can be accessed in the "Company &
Divisions" parameters on the System tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the System - Division in
order to access this table.
Texada SRM requires at least one division setup -
division (blank) for Head Office. This blank (Head Office) division
comes pre-loaded into your system.
Refer to Add Division Overview for
information on how the division is setup and utilized throughout
the software.
In Change mode, review the Head Office division record and enter
your proper name and address information for the location.
If the blank Head Office division is not available in Change mode,
click the ADD button to set it up now.
If your firm has other divisions or branches besides Head
Office, they also need to be setup as follows.
The prompts include:
In Change mode, select an existing division from the drop-down list.
Note: The values 'SEL' and 'ALL' cannot be assigned as Division
codes or Alternate Division numbers in the Division
Information table or when importing new division information
through the Standard Data Imports, as
these two values are used for unique search actions by the standard
selection filters.
The value HQO also cannot be assigned as a Division code or
Alternate Division number in the Division Information table
or when importing new division information through the Standard Data Imports, as this value is restricted
for SmartEquip Head Office use.
Enter the Alternate Division using a maximum of 4 alpha numeric
characters.
This Alternate Division code will be displayed and printed in place
of the standard division in selected areas and reports including
Counter documents.
Note: An Alternate Division can not be assigned for the "blank" division for Head Office.
Window to access the "Print Division Name" that is used on customer documents as outlined below.
Enter the primary address lines as follows:
PRINT DIVISION NAME:
The window on the "Division Name" field is provided to edit/view an
alternate Print Name and Address that could possibly be setup as
the "Remit To" address.
This address is used when printing Customer documents including
Statement Letters.
If your firm uses a standard format for Contract, Invoices,
Reservations, Quotations, Orders, etc, and requires the software to
print the company name and address on these customer documents,
enter the division name and address in this window as it should
appear on the header of all documents.
Five lines of address and phone number information can be entered.
They will be printed on the documents and reports.
If your firm has preprinted forms, and does NOT require the software to print the complete name and address on the documents, leave all or the appropriate lines in the window blank.
PO Address:
The option to flag this alternate Name and Address to also print on
Purchase Orders is provided.
If this box is not checked the primary Division address will print
on P.O.s for this Division.
A flag in the Company Contract Parameters
can be set, causing the GST number to print on documents such as
contracts, reservations, invoices, etc.
The "Print GST Asterisk on Documents" setting in the Company Contract Parameters then causes items that
are GST exempt or do not have GST as 'Tax Code 1' to be identified
with an asterisk (*).
The prompts that are displayed for Division Tax controls, depend
on the tax processing activated for your firm.
Texada SRM offers three separate tax process options as
follows:
ENHANCED TAX PROCESSING ON THE DOCUMENT
The purpose of the Enhanced Tax feature is to allow more than two
tax codes to be charged and tracked according to location, on
products, services, and Damage Waivers, and to allow for tax
exemptions on any or all of these charges.
Enhanced Tax processing can be activated from the Company Taxing Parameters.
Refer to Tax Maintenance Overview to review
the regulations determining the tax selection using the Enhanced
taxing method.
The division prompts displayed for use with the Enhanced tax
processing are:
Leave this field blank if your firm does not utilize GEOCodes to determine tax areas with the Enhanced Taxing calculation.
Note: If a GEOCode is setup or selected anywhere in the system, this activated a GEOCode requirement and GEOCodes become mandatory on every document.
Enter any additional tax exemptions for this division as explained in Tax Exemptions By Division, where this information can also be accessed a and updated.
VERTEX TAX PROCESSING
The third-party tax software called Vertex can be activated from
the Company Taxing Parameters.
All exemptions, and certificates information are controlled within
Vertex software.
Note: When the Vertex taxing processing feature is activated the division address is used in the calculation, and this Tax Code By value is automatically set to C as the Customer tax area is also used.
For a detailed explanation of how the taxes are selected on a document, refer to the "Tax Default Rules on the Document" as outlined in Tax Maintenance Overview.
Note: A Default Inventory Region to apply in the 'Inventory Search' window on counter documents can be defined for this division in the Division Inventory Parameters.
If appropriate for the division, open the window and enter the
security Access Codes applicable to Operators in this division. A
lookup window is provided to select from codes as setup in Divisional Restricted Views.
Multiple codes can be assigned, i.e. to Head Office, giving broader
access if required.
Product searches using the Inventory
Search tool will return records if there is a location (RSIL)
record in the Locations window even if
that Location is flagged as Type "G/L Division" only or "Neither"
in this Divisions table.
Group searches will not return records for Locations flagged as
Type "G/L Division" only or "Neither" in the Divisions table.
Note: Only Divisions that are flagged as a G/L Division can utilize the Logistics tools.
Check this box to identify this division as a franchise.
Uncheck this box if this division is corporate owned and does not
qualify as a franchise.
When multiple divisions are using Portal, but sometimes for easier processing only one division in the rental store is actually handling the requests, the Portal divisions can be linked to the internal division using the Division Mapping information file in Presentation Themes.
ACTIONS:
Additional actions provided by buttons on
the Divisions screen include:
Delete a Division:
To delete an existing division, click the DELETE
button, then select the division from the drop-down list.
Divisions in use on any unposted document as a division or
location, or assigned to a customer, an Asset Tag, or used as an
Inventory quantity location (RSIL), cannot be deleted, and a
Information Log is triggered to list any
modules where the division is being used with the number of records
using it.
If the division is eligible for deletion, confirmation is required
to complete the delete action.
Note: Divisions on posted documents can be deleted as there is no risk, and the division can always be re-added if required.
FAX HEADER/COVERPAGE ADDRESS
The VSIFax program uses the Division Name and Address from the
window on the Division Name field.
If there is no division Name in the window, the program defaults to
the division Name of the main screen for that division.
If there is no Address on the first line in the window, the program
defaults to the complete address from the main screen for that
division.
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