Key tasks: Departments
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Departments are an important element of your organizational hierarchy. The following content contains procedures for common tasks associated with departments.
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View department statistics
Create a department
Add a department to the department hierarchy
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Click these links to find more information about the concepts that are discussed in this topic.
About departments, jobs, and positions
View department statistics
The following resources provide information that can be useful when you plan your departmental structure.
Resource |
Description |
How to access |
|---|---|---|
Department hierarchy |
Use the Hierarchy designer - form to view departments within a hierarchical structure. To view more specific information about a department, double-click the department in the hierarchy to open the Department form. You also can use the hierarchy designer to modify the existing department hierarchy. For more information about the hierarchy designer, see Create or modify an organization hierarchy. |
Click Human resources > Common > Organization > Departments > Department hierarchy. |
Position form |
Use the Position form, filtered by department, to view a list of positions within a specific department. |
|
Worker distribution statistics form |
Use the Worker distribution statistics form to view gender, age, job, and worker type statistics by department. |
Click Human resources > Inquiries > Workers > Worker distribution statistics. |
Departments report |
Use the Departments report to view a list of the departments within your company or organization. |
Click Human resources > Reports > Organization > Departments. |
Positions by department report |
Use the Positions by department report to view a list of positions organized by department. |
Click Human resources > Reports > Organization > Positions by department. |
People by department report |
Use the People by department report to view a list of people organized by the department that they work in. |
Click Human resources > Reports > Organization > People by department. |
Number of workers report |
Use the Number of workers report to view the number of workers within each department. |
Click Human resources > Reports > Workers > Number of workers. |
For additional information about the reports listed in the previous table, see Human resources reports.
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Create a department
A department is a type of operating unit. For more information about how to create operating units, see Create or modify an operating unit.
Click Human resources > Common > Organization > Departments > Departments.
Click New.
Enter a name for the department.
Enter a department number.
A default value might automatically be generated if a number sequence code is assigned to the Organization number reference in the Number sequences form.
Note
The remaining steps in this procedure are optional.
Enter a search name, such as an acronym for the department name, which you can use to search for the department in Enterprise Search. For more information, see Enterprise Search.
Enter additional information about the department in the Memo field.
Enter the Data Universal Numbering System (DUNS) number for the department.
Select the person who manages the department.
On the Addresses FastTab, add address information for the department. For example, add the mailing address for the building that the department is located in.
On the Contact information FastTab, add contact information. For example, add a telephone number for the service desk in the department.
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Add a department to the department hierarchy
In the Department form, the In hierarchy check box is selected if a department is included in the department hierarchy. Complete the following procedure to add a department to the department hierarchy.
Click Human resources > Common > Organization > Departments > Department hierarchy.
On the Action Pane, click Edit.
In the hierarchy, select the organization to add the department under.
On the Action Pane, click Insert and then select Department.
Select the department to add to the hierarchy and then click OK.
To save the hierarchy as a draft hierarchy that you can work on later, click Save as draft.
To publish the hierarchy, click Publish and close, enter the effective date and time zone for the changes to take effect, and then click Publish.
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