U9 cloud Multi-organisation Model: Entities, Plants and Warehouses
Build a testable model for entities, accounting units, plants, warehouses and intercompany relationships instead of copying departments.
Learning objective
Approve an organisation blueprint and pass an inter-organisation test loop.
Roles
Business owners, finance, IT, consultants and audit
Prerequisites
- Boundaries map to legal and management facts.
- Inter-organisation documents trace and reconcile.
- Changes retain approval and effective date.
Completion checks
- Boundaries map to legal and management facts.
- Inter-organisation documents trace and reconcile.
- Changes retain approval and effective date.
Common errors
- Copying the department chart.
- Confusing warehouses and entities.
- Skipping reversal and close tests.
Thailand project note
For Thailand, confirm multilingual data, THB and foreign currency, Asia/Bangkok time, segregation and retention; VAT, WHT, customs, BOI and statutory accounting require qualified Thai review.
Related modules
Steps
- 01
Inventory legal entities, operating units, plants, profit centres, inventory organisations and warehouses.
- 02
Separate legal status, management responsibility and physical location.
- 03
Map purchase, production, transfer, sales and intercompany settlement.
- 04
Define sharing and isolation for customers, suppliers, items, prices and stock.
- 05
Configure a minimum test set with currencies, calendars and approvals.
- 06
Test warehouse transfer, inter-organisation flow, reversal and close with source documents.
- 07
Baseline the model; assess and approve every new organisation.
Implementation notes
- Boundaries map to legal and management facts.
- Inter-organisation documents trace and reconcile.
References
- U9 cloud 产品介绍 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开产品能力；实际配置以客户版本与蓝图为准