Skip to main content

Functional Area

A functional area groups departments the way a business area groups business units. It lets a group see Finance, Procurement and Administration added together as Support Functions, without merging the departments themselves.

Where
Organization & Setup › Organization Structure › Functional Area
Who uses it
The implementation consultant, once per reporting area
Needs first
Nothing

What it is for​

Departments are functions, and a company usually has more of them than a report wants rows. The functional area is the layer above, built for reporting rather than for the organisation chart.

It is a code and a name here. The mapping is done on Functional Area Dimension, which says which department in which legal entity belongs to which functional area.

A client often wants the split between people who make the product and people who support the business. Two functional areas, DIR Direct and IND Indirect, answer that in one line of a report.

Every field, in plain words​

FieldWhat it meansWhat to put in itNotes
Functional AreaThe short code.INDRequired.
NameWhat the area is called.Support FunctionsRequired.
BlockStops the functional area being picked on any new record. What is already using it keeps it.Leave clear

How to configure it​

  1. Open Functional Area and enter a code and a name, for example DIR and Direct Production.
  2. Save, and repeat - for example IND and Support Functions.
  3. Then go to Functional Area Dimension and map each legal entity's departments onto these areas.

Scenarios​

We want direct and indirect headcount on one page​

Two functional areas, DIR and IND. On Functional Area Dimension, map Production and Quality to DIR and Finance, HR, Procurement and Administration to IND. Headcount then reports in two lines without anybody reorganising a department.

What it is connected to​

If something looks wrong​

  • "The functional area groups nothing" - no Functional Area Dimension line points a department at it.
  • "It does not appear in the dimension screen" - it is blocked. Clear the Block tick.