Key Scenario Capabilities | Multi-Organization Ordering

I. Typical Multi-Organization Ordering Scenarios

Scenario: When a corporate headquarters or group company operates through independent sales divisions or subsidiaries, each managing its own business segments and Distributor networks, Order Connector provides a standardized multi-organization ordering solution for such “multi-org” structures.

Note: The multi-org feature is an advanced capability requiring separate purchase. It is not included by default in any version.

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II. Multi-Organization Ordering Configuration Guide

2.1 Multi-Org Toggle

Path: Admin Console > Multi-Org Settings > Enable Multi-Org

Note: Once enabled, the multi-org feature cannot be disabled.

After activation, all CRM objects—including future custom objects—will automatically include an [Owning Organization] Attribute field.

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2.2 Building the Organization Hierarchy

With multi-org enabled, you can manage operations by organization. The first step is to construct an “Organization + Dept.” framework based on your existing department structure.

Organizational hierarchies reflect business management relationships (parent-child dependencies).

Note:
- Organizations cannot directly contain users.
- Departments cannot host sub-organizations.

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2.3 Multi-Org Business Controls

Once the hierarchy is established, the system enforces data isolation by organization (sharing within orgs, isolating across orgs). This applies to:
- Master data (e.g., Accounts)
- Business policies (Price Lists, Promos, Rebates)
- Transactions (orders, shipments, inventory)

Data can be aggregated by management relationships for multi-dimensional reporting.

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2.4 Multi-Org Data Management

2.4.1 Accounts

1. Creating Accounts:
   • New Accounts require a master record at the group level (parent Account) with no transactional activity.
   • Master records are searchable across all orgs.
2. Account Distribution:
   Use the “Distribute to Org” function from master records to assign Accounts to specific orgs by business line or sales entity.

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2.4.2 Orders & Price Lists

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2.5 Multi-Org Data Permissions

2.5.1 Overview

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2.5.2 Within an Organization

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2.5.3 Within a Department

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2.5.4 Org/Dept Assistants

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2.6 Multi-Org Channel Orders

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