Overview
An Institution entity contains the information of every Institution Unit that plays a role in the system.
Navigation
Human Resources ► Employee Management ► Assignment Management ► Terminate Institution
| Fields | Definitions |
| Code | Unique alphanumeric code manually entered or automatically assigned by the system according to the General Parameter Generate Institution ID (see Parameters > Base Entities > Id Generation). |
| Institution Code | Unique alphanumeric code manually entered. |
| Active | If false, the Institution cannot be used anymore and it would be there for reference purposes. |
| Is Requestor | Can be selected when issuing Purchase Transactions. |
| Is Budget Office | Can be used in all budget transactions/processes (budget preparation, transfers, obligations, commitments, etc.). |
| Is Collection Agency | Collection Agency that will be selected automatically when issuing: Debit Notes, Cash Receipts, Sales Voucher |
| Is Accounting Office | Can be selected when issuing: EV, JV, Cash Sales, Cash Receipts, Debit/Credit Notes, Sales Vouchers, Sales Invoices, PO, PR. |
| Is Purchasing Office | Can be selected when issuing Purchase Transactions (PR, PO, etc.) |
| Is Asset Responsible | This Institution can be selected in Asset Transactions. |
| Is Receiving Location | Can be selected when issuing Purchase Transactions (PR, PO, etc.) |
| Can be Office to be Invoiced | Can be selected when issuing: Cash Receipts, Cash Sales. |
| Is Inspection Location | Can be selected when issuing Purchase Transactions (PR, PO, etc.) |
| Is Contract Issue Office | Can be selected when issuing Purchase Transactions (PR, PO, etc.) |
| Is Inventory Responsible | This Institution can be selected in Inventory Transactions. |
| Is Organization Unit | Only users from the HR system can manage this attribute. When the Organization Chart is needed, the system will display only the instances that has this attribute as true. |
| Is Asset Warehouse | If User switches it to True, then this Institution will also be used as Warehouse to store Asset Items. |
| Is Inventory Warehouse | User switches it to True, then this Institution will also be used as Warehouse to store Catalogue Items. |
| Start Date | Date when the Institution starts or started. |
| End Date | Date when the Institution ends or ended. |
| Coding Block | This entity has the information of every coding block with the structure (number of elements and order of concepts) of the Group. This entry is optional. If not entered, the default code is used from Cost Items or Automatic Cost Items. If there is no Cost Items coding, it will come from Employee Assignment. |
| Default Offset Code | Code that will be defaulted when this Institution is issuing: EV, Cash Sale, Sales Invoice, Debit/Credit Notes, Sales Voucher. |
| Default Bank Account | Bank Account that will be defaulted when this Institution is issuing: EV, Cash Sale, Sales Invoice, Sales Voucher |
| Default Payment Location | Payment location that will be defaulted when this Institution is issuing: EV, Cash Sale, Sales Invoice, Debit/Credit Notes, Sales Voucher, Journal Voucher |
| Default Payment Mode | Payment Mode that will be defaulted when this Institution is issuing: EV, Cash Sale, Sales Invoice, Debit/Credit Notes, Sales Voucher, Journal Voucher. |
| Level in Hierarchy | This field is automatically generated and is for viewing purposes. |