How To: Setting Up a Department (05-61)
Overview
This selection is used to set up the departments for your company.
Please refer to the ‘What you need to know about Departments’ section of the Startup Implementation and Procedures Manual for more information about departments and how to use them in Tyler.
Special Notes
- An unlimited number of departments can be set up in this selection.
- You must have an ‘XX’ department set up. This is an Error Record Code that is used when Sales Transaction Update finds an item number that is not assigned to a department.
- The department code can be any two digit alphanumeric code combination ( i.e., “01”, “1A”, or “AB”).
- As the product mix of the company changes with time, you might need to modify/delete department codes. When departments are reorganized, each of the affected Items in the Inventory File must be changed at the same time to provide continuity. See the Department Consolidation and Product Type-Dept Change selections for additional information.
Step-by-Step
- Click the New button.
- Enter the Department Code in the Department field.
- In the Description field, enter a description for this department.
- Press the Enter key on your keyboard.
- Repeat steps 2-4 until all departments are set up.
- Click Ok.
- To change the description of an existing department, click the department in the listing, modify the description, and click Ok.