Departments

Use Departments to map your company departments to Business Central dimension values. These mappings are used when unbilled labor transactions are posted to Business Central.

Configure the Department Dimension

Before you can map departments, you must identify which Business Central dimension represents departments.

1. Open Service Settings.

2. Go to Business Central Dimensions.

3. In Department Dimension, select the Business Central dimension that represents departments.

4. Save your changes.

Add or Update a Department

1. Open Departments from the Administration setup area.

2. Search the list to confirm whether the department already exists.

3. Select New to create a department or open an existing department to update it.

4. Complete the department fields.

   • Code: The short identifier for the department. Use a stable code that can match payroll, migration, or imported department values when applicable.

   • Name: The display name users see when selecting a department on employee records and setup pages.

   • Active: Controls whether the department is available for normal selection. Inactive departments remain available for historical context but should not be used for new setup unless reactivated.

5. Save the department.

6. Review the saved row to confirm the code, name, and active status are correct.

7. Use the department on employee records where the group should apply.

Import Departments from Greenshades

1. Open Departments and select the Greenshades import action when it is available.
   Run the import to add missing departments from Greenshades employee department values.

2. Review the import results.

   • Created: Departments added because no safe local match already existed.

   • Matched: Greenshades departments matched to existing local departments by code or unique normalized name.

   • Skipped: Values the import did not create, usually because they were blank or not usable.

   • Conflicts: Values that need manual review because the system could not identify a single safe match.

3. Manually review conflicts and update local departments as needed.

4. Rerun the import if needed after cleanup. The import is additive and does not automatically delete or deactivate local departments.

Map Departments

After the department dimension is configured, you can map your Forge departments to Business Central values.

1. Open Departments.

2. Select the department you want to configure.

3. In Business Central Department, select the matching Business Central department value.

4. Save the record.

5. Repeat these steps for each department.