# Efam Departement Settings

### **Module Guide: EFAM Department Settings**

#### **Module Location**

#### Utilities > EFAM Department Settings

#### **Module Purpose**

#### The EFAM Department Settings module is used to map or synchronize departments between the Sunfish system and the EFAM (Enterprise Financial & Asset Management) system or another relevant system. This module is essential for ensuring data integration across applications, particularly for reporting, approval workflows, or exporting data to external systems.

### **1. Main View (Sunfish to EFAM Department Mapping List)**

#### **View Explanation**

- #### **Main Tabs**: There are two tabs: "Set Department" for mapping and "Set Alias Account" for other purposes (this document only covers the Set Department tab).
- #### **Mapping Table**:
    
    
    - #### **ID**: A unique department code from the other system (e.g., `00000`).
    - #### **Sunfish Dept.**: The department name or title in the Sunfish system (e.g., `MANAGING DIRECTOR`).
    - #### **EFAM Dept.**: A dropdown or selection field allowing the user to choose and save the mapping from a Sunfish department to the corresponding department in the EFAM system.
- #### Users can select the relevant EFAM department for each row, and the system saves the mapping to support integration.

### **2. Steps for Mapping EFAM Departments**

- #### Navigate to **Utilities > EFAM Department Settings**, and ensure you are on the "Set Department" tab.
- #### The table will display a list of all departments from Sunfish along with their IDs.
- #### For each row, open the dropdown menu in the **EFAM Dept.** column and select the corresponding EFAM department.
- #### Save each mapping that has been selected or entered.
- #### This process ensures that any transaction or document involving a department can be correctly passed or consolidated between both systems.

### **3. Integrated Workflow & Business Process**

- #### **Data Integration**: The EFAM Department mapping is used when it is necessary to export or integrate data between the Sunfish and EFAM systems, or with other external applications that require department references.
- #### **Approval Workflow**: In some scenarios, the system can use this department mapping to route documents between systems for approval schemes, consolidated reporting, and other functions.

### **4. Tips & Important Notes**

- #### Ensure each mapping is performed with care to avoid inaccuracies in reporting or cross-application workflows.
- #### Review the mappings periodically, especially if there are changes to the organizational structure in either system.
- #### Access to this module should be granted only to system administrators or the IT division responsible for data integration and master data management.