Defining Organization Hierarchy: Parent organization field (Organization info tab) vs. organization relationship defined with the normal Org Tree (UI)

[Pedro Rozo]

Hi everyone ..

We are trying to model a simple hierarchy of organizations (5  levels or more), where each of them should have private info & ERP documents,with  its own warehouse and accounting.   

We see that we have the normal UI (organization tree) where we can define summarized orgs, to contain children orgs .. but just the last children of the tree could have ERP documents & transactions .. the summary orgs (middle levels of the tree) are no allowed to get those documents ./transactions  ( i guess that is designed for the Report & Cube fucntionality to regereate summarized info rigtht ?)

However , checking the: "organization info" window, there is also a field called " Parent organization"    .. during our testing it was not updated at any moment when we are defining parents & children with the normal organization tree (drag & drop) .. so we are wondering .

1. What is the real goal of  that "parent organization" field and is it  operational at this moment ?

2. What would be your suggestion to model an organization tree like this one where each of the organzations (all the levels and members ) will need to have valid ERP documents, transactions, accounting and warehouses ?   so far we are not looking to have summarized orgs ..

Regards,

Pedro R.

[midvide...@gmail.com]

Hi Pedro,

Did you get an answer of those questions, if so, it would be glade to share with the community, i faced the same case

best regards

[Pedro Rozo]

Not much feedback until now .. we are still exploring workarounds ...

Regards..

Pedro R.

[muri...@devcoffee.com.br]

Hi @Pedro,

did you manage to resolve this case? Can you share any tips?

I'm trying to set up a similar scenario where I need to create settings (document type and other records) for summary level organizations (groups) that are only shared with child organizations:

tried to set up scenarios using as role options like: use user organization, access all organizations and othe, but still no final solution... 

[Pedro Rozo]

i Murillo ... we did not  a solution with Idempiere OTB functionality, . in our case for that customer we ended creating additional tabs/fields to capture those new secirity restrictions and a lot of additional custom callouts inside the affected windows to validate those new security rules ... so due to the time restrictions . we did not have the time to create a more generic solution ....which would require some core changes (we avoid that at all cost with our that customer) ....hope that helps you a bit 

[Itagom]

Good afternoon,

Please suggest me if:

* I have a business group with two legal entities where each one has two branches.

* It must be reported at the level of financial statements by: business group, by legal entity and by branches.

* Legal entities buy and sell merchandise, The branches only sell.

* In the organization window can I use the parent organization field? or should I create them all at the same level and then select the parent organization?

Thank you very much for your suggestions.