Organization Structure
JobNext uses three organizational dimensions to structure your company's data: Business Units, Accounting Centres, and Zones. Together, they control how data is segmented, who can access what, how approvals are routed, and how financial reports are generated.
Business Units (BU)
A Business Unit represents an organizational division within your company. It is the primary way to segment your company's operations into distinct, manageable units.
Common Uses
- Divisional structure — Separate divisions like "Building Construction," "Infrastructure," and "Interiors"
- Regional offices — Different offices like "North Region," "South Region," "International"
- Subsidiary companies — If your group has multiple legal entities operating under one JobNext tenant
Key Properties
| Field | Description |
|---|---|
| BU Code | A unique short code for the business unit (e.g., BU-BLD, BU-INFRA) |
| BU Name | The full name of the business unit |
| Parent BU | Optional. Business Units can be nested in a hierarchy for larger organizations. |
| Status | Active or Inactive. Inactive BUs cannot have new jobs or transactions. |
Impact on the System
- User Access — Users can be assigned to one or more Business Units. They can only see jobs and transactions belonging to their assigned BUs.
- Approval Routing — Approval workflows can be configured per Business Unit, so different divisions can have different approval chains.
- Reporting — Financial and operational reports can be filtered by Business Unit, enabling divisional P&L analysis.
Accounting Centres (AC)
An Accounting Centre is a financial grouping entity. It defines the legal or financial boundary within which accounting entries are recorded and reported. In many organizations, an Accounting Centre maps directly to a company in your accounting software (such as Tally).
Common Uses
- Legal entities — Each registered company in your group
- Financial reporting units — Entities that need separate financial statements
- Tally company mapping — Each AC corresponds to a Tally company for seamless data sync
Key Properties
| Field | Description |
|---|---|
| AC Code | A unique short code (e.g., AC-MAIN, AC-INFRA-PVT) |
| AC Name | The full name, often matching the legal entity name |
| GST Number | The GST registration number for this entity (for Indian operations) |
| PAN | The PAN number for the legal entity |
| Tally Company | The corresponding company name in Tally for integration |
| Currency | The base currency for this accounting centre |
Impact on the System
- Financial Entries — All vouchers, invoices, and payment entries are recorded under a specific Accounting Centre.
- Chart of Accounts — Each AC can have its own chart of accounts, or share one across the organization.
- Tally Sync — Data is synced to the corresponding Tally company based on the AC. See Tally Integration.
- Tax Compliance — GST returns and other statutory filings are generated per Accounting Centre.
A common question is: what is the difference between a Business Unit and an Accounting Centre? Think of it this way: BU is operational (who manages the work) while AC is financial (which legal entity records the money). A single BU might have jobs under multiple ACs, and a single AC might serve multiple BUs.
Zones
A Zone represents a geographic or operational classification. Zones provide an additional dimension for categorizing jobs and controlling access based on location or operational area.
Common Uses
- Geographic regions — "Mumbai," "Delhi NCR," "Bangalore," "Dubai"
- Project types — "Residential," "Commercial," "Industrial"
- Client categories — "Government," "Private," "International"
Key Properties
| Field | Description |
|---|---|
| Zone Code | A unique short code (e.g., ZONE-MUM, ZONE-DLH) |
| Zone Name | The full name of the zone |
| Parent Zone | Optional. Zones can be hierarchical (e.g., "West India" > "Mumbai" > "Andheri") |
Impact on the System
- Job Classification — Every job is assigned to a Zone, making it easy to filter and report on jobs by location.
- User Access — Users can be restricted to specific Zones, ensuring site-level data visibility control.
- Material Transfers — Stock transfers between jobs can be filtered by Zone for logistics planning.
How They Interact
Every Job in JobNext is assigned all three dimensions:
- A Business Unit (who manages the job)
- An Accounting Centre (which entity records the financials)
- A Zone (where the job is located or what category it belongs to)
This triple classification provides powerful filtering and access control:
| Scenario | Configuration |
|---|---|
| A site engineer should only see jobs at their location | Assign the user to the specific Zone |
| A divisional head should see all jobs in their division | Assign the user to the Business Unit |
| An accountant should only process financials for their entity | Assign the user to the Accounting Centre |
| A managing director needs to see everything | Assign the user to all BUs, ACs, and Zones |
The organizational structure must be defined before creating jobs, users, or approval workflows. It is one of the very first steps in any JobNext implementation. See First Steps for the recommended setup order.