Definition
The Definition module is the foundation of the Organization module in GEMS ERP. It is used to create and maintain the organisational structure that supports business operations across the system.
The records created in this module establish the hierarchy of your organisation, from the highest corporate level to operational units such as factories, inventory locations, sourcing teams, and delivery locations. These organisational records are referenced throughout the ERP in modules such as Sales, Procurement, Production, Inventory, and Finance. The source documents describe these records as the organisational structure used throughout the ERP and identify the Group Company as the top-level organisational unit that forms the basis for Business Entities, Business Units, and downstream operational hierarchies.
Purpose
The Definition module enables your organisation to:
- Build and maintain the organisational hierarchy.
- Configure business units and operational locations.
- Define sales and procurement structures.
- Organise inventory and factory operations.
- Standardise organisational master data across the ERP.
- Ensure all operational transactions reference the correct organisational records.
Navigation
Organization → Definition
Available Masters
The Definition page contains the following organisational master records:
| Master | Description |
|---|---|
| Group Company | Represents the highest level of the organisational structure. |
| Business Entity | Defines individual legal entities within a Group Company. |
| Business Unit | Represents operational divisions within a Business Entity. |
| Sales Channel | Defines the channels through which products or services are sold. |
| Sales Office | Represents physical or virtual sales offices. |
| Sales Team | Groups users responsible for managing sales activities. |
| Factory Unit | Represents manufacturing plants or factory locations. |
| Sourcing Unit | Defines procurement or sourcing organisations. |
| Sourcing Unit Team | Organises teams working within a sourcing unit. |
| Inventory Unit | Represents inventory management locations. |
| Inventory Bay | Defines storage areas within an Inventory Unit. |
| Delivery Location | Represents locations used for shipping and receiving goods. |
Screen Overview
The Definition page displays all organisational masters as individual cards.
Each card represents a specific organisational component. Selecting a card opens the corresponding master where authorised users can:
- View existing records.
- Create new records.
- Edit organisational information.
- Search and filter records.
- Maintain master data used across the ERP.
Organisation Hierarchy
The organisational masters are designed to work together in a structured hierarchy. Higher-level records provide the foundation for creating lower-level organisational records, allowing the ERP to maintain a consistent organisational structure throughout the system. For example, the source documentation describes the Group Company as the top-level organisational unit that serves as the parent for Business Entities and subsequent organisational levels.
Best Practices
- Configure organisational masters before creating operational transactions.
- Maintain unique and meaningful codes and names for each master record.
- Keep organisational information accurate and up to date.
- Grant modification permissions only to authorised users.
- Review organisational structures periodically to ensure they reflect your current business operations.
Next Steps
After understanding the Definition module, you can configure each organisational master individually:
- Group Company
- Business Entity
- Business Unit
- Sales Channel
- Sales Office
- Sales Team
- Factory Unit
- Sourcing Unit
- Sourcing Unit Team
- Inventory Unit
- Inventory Bay
- Delivery Location
Each master has its own dedicated User Guide page explaining its purpose, available fields, and how to create, manage, and maintain records.