External Organisations, Internal Companies and Company Districts
Organisations
Organisations are those businesses that are considered to be external to the operation. They are generally the buyers of material as specified in sales contracts, the suppliers of material as specified in purchase contracts, or the suppliers of services or freight in service and freight contracts. Organisations are set up so that contracts can be created and associated with the material despatched by train, truck, barge and ship.
An organisation must belong to an organisation category or sub-category. A company must belong to a company category or sub-category.
Organisations can be grouped into organisation groups. See Set up an Organisation Group.
Apart from the sales and marketing aspect, organisations can be nominated to be of one or more organisation roles, such as pilots or customers, and involved in various activities, such as umpiring or warehousing, thereby making the organisation or company selectable when populating certain drop-down lists throughout the interface.
Organisations contain information regarding contacts, ownership, related locations, bank details and lines of credit, and can be assigned different types of contracts for different types of products and/or services.
An organisation can be merged into another organisation if required. See Generate a Script to Merge Organisations.
Companies
An (internal) company is set up when:
- The operator of the supply chain needs to feed financial information according to the chart of accounts into the company's enterprise resource planning (ERP) system.
- If the company is a single entity operation, at least one district needs to be set up for a company for the financial tracking to occur.
- If the company has complex ownership or they are not a single entity, individual districts can be set up within the company so that tracking of the sale and purchase of material, and the provision of services and freight between the districts can be achieved.
- Service or freight contracts are to be attached to sales contracts so they can be included on sales invoices.
Companies contain information regarding contacts, ownership and bank details, and can be assigned different types of contracts for different types of products.
Districts
If the company is a single entity operation, at least one district needs to be set up for a company for the financial tracking to occur. If the company has complex ownership or they are not a single entity operation, individual districts can be set up within the company so that the sale and purchase of material, and the provision of services and freight between the districts can be tracked. Stockpiles can be assigned district contributors so that the material belonging to one district can be tracked through the supply chain. Districts also relate to the chart of accounts set up for sales and marketing.
A flat two-level structure can be built, for example, a company, with a single layer of multiple districts below it.
Sometimes multiple districts are set up to service different types of contracts, for example, District A could service Customer 1’s contract, whereas District B could service Customer 2’s contract. This setup is largely determined by the rules specified in the already existing chart of accounts.
Organisation Roles
Some predefined organisation roles limit where the company displays in some drop-down lists in the MineMarket user interface. For example, only organisations with the Banks role can be the provider of a finance contract, and only organisations with the Umpires role can be selected as umpires in contract assay rules.
The following organisation roles are predefined. You can rename these roles but cannot delete them.
- Pilots
- Draft Surveyors
- Commercial Officers
- Shipping Agents
- Contract Agents
- Contractors
- Superintending
- Customers
- Vessel Owners
- Barge Owners
- Truck Owners
- Umpires
- Brokers
- Banks
- Laboratories
You can create additional roles if required.
