Organizational Structure Comparison

You can use this function to find similarities and differences between systems.

EXAMPLE

Legal entities with the same name but different calendars or charts of accounts

Proceed as follows to compare organizational structures between systems:

  1. In the navigation bar, click Analysis > Enterprise Structure > Organizational Structure.
  2. Optional: Switch to the desired system.
  3. Select the Org Structure Comparison option from the Compare drop-down menu.
  4. Select the clients you want to compare.
  5. Click Next.
  6. Select the organization unit level you want to compare.
  7. Click Next.
  8. Select the parent organizational units and move them from the Available area to the Selected area using drag and drop.
  9. Click Next.
  10. Select the attributes you want to compare.
  11. Select a comparison mode:
    • Union: Display all the available values for all the selected systems
    • Intersection: Display all values that are identical in the selected systems
    • Difference: Display all values that are not identical in one or more of the selected systems
  12. Click Next.
  • The results of the comparison are displayed.

 

Functions in the Comparison Results window:

FunctionDescription
View/Hide CriteriaView/hide the predefined comparison criteria
Export to PDFExport all report data as a PDF file
Export to ExcelExport all report data as an Excel file
SaveSave the comparison report under the name that you enter in the field on the right-hand side of the Hide Criteria button. The file is saved in the Reports area.