How to Configure Organization Type in iDempiere
Organization Type classifies retail organizations such as Profit Center and Cost Center. It supports organization management and reporting.
Process Flow
Business Rules
- Only active types are available.
- Organization Type names should be unique.
- Types can be assigned to multiple organizations.
- Inactive records cannot be newly assigned.
- Supports reporting classification.
Prerequisites
- Tenant configured.
- Organization configured.
- Security access available.
Navigation
Menu → System Admin → General Rules → Organization Type
Configuration Steps
Step 1: Create Organization Type
Complete the required fields and save.
Step 2: Enter Details
Complete the required fields and save.
Step 3: Activate Record
Complete the required fields and save.
Step 4: Save and Verify
Complete the required fields and save.
Common Issues and Resolutions
| Issue | Cause | Resolution |
|---|---|---|
| Duplicate name | Existing type | Use unique name |
| Inactive | Active unchecked | Enable Active |
| Cannot assign | Permission issue | Grant access |
| Wrong type | Incorrect selection | Update type |
| Not visible | Record not saved | Save record |
Next Steps
- Assign Organization Type to Organizations.
- Validate reports.
- Review organization setup.