Akuiteo enables a vertical and horizontal analysis of your company.
Vertical analytical approaches are a reflect of your company organization structured into companies, divisions or entities. Only the company is mandatory. There is at least one company. If the entity is not used as itself, you can use it though to present the difference costs and profit centers.
Horizontal analytical approaches can be performed on projects and products. These criteria enable the structure of the business information into domains such as Sales, Purchases, Time and Schedule.
The analytical approaches on projects must be preferred to analyze data. Akuiteo provides sections enabling the classification of business objects into family/sub-family/departments/activity.
These general terms allow the users to tag external and internal projects.
Reminder:
Family and Sub-Family attributes are not hierarchical. These are two different approaches:
Department and Activity attributes are hierarchical. They have the same approach but on two levels.
About Companies and Subdivisions
A company can be structured into:
Akuiteo is multi-company. Business objects (order, invoice,etc), employees, projects, accounting parameters and entries generated by business objects are structured per company.
A certain number of management parameters must be in common with all the companies. Other parameters can be different depending on the companies.
Some of reference data can be stored in each company or be pooled (in a specific company code: the multi-company code *****). The data refer to customers, suppliers; sold and purchased products, families.
The main part of the parameters (customers, sold products, suppliers...) can be created within only one company of for company *****.
The parameters added to company ***** are visible in all the companies.
The division is a subdivision of a company. It will be mainly used in large companies with a vertical hierarchy that requires several levels. There is also the notion of division grouping to get an additional level.
The entity is a subdivision of a company. It is, after the company and before the project, the second analytical approach in management and accounting. This analytical approach is usually used to identify Business Units or sometimes cost and/or profit centers.
You can allocate employees, projects, a set of business objects (sales and purchases modules) and then accounting entries on account 6 and 7.
A project can change entity: you just have to change the entity code on the Project record sheet.
On peut retrouver ces axes dans les tableaux de bord suivants :
The entities can be grouped into divisions.