4.9.9 Templates

In the multi-organisational configuration of a PECOS P2P instance the L2 Company provides the boundary in which users operate and data is available, representing a separate trading body or legal entity. Some organisations may choose to configure PECOS P2P in such a way as to make the L3 the legal entity. For example the L2 may be a holding company (the L1 being an ultimate holding company or corporate group) or the L2 could be a consortium (the L1 being a government program or national body). It may further be possible for subordinate organisations to themselves contain additional and separate trading entities. 

The Template Setting is provided to identify where a top level organisation resides for the sharing of templates to ensure data security. This setting defines the upper organisation boundary when the Template assignment looks up a user's organisation tree for group and user assignment: the system will stop at this point and go no further. The setting is found in the Templates tab in Organisation Settings. All Level 2 organisations are identified by default and cannot be altered, but any number of child organisations may be optionally selected to provide additional assignment boundaries.

fig 4.37.png


P2P  Overview

P2P  Procurement

P2P  Admin

P2P  Approvals

P2P  Reports

P2P  Mobile

P2P  Documents

Using Online Help

Selective Export

© 2024 Elcom International, Inc. All rights reserved.