Understanding the ‘Organization’ window
[caption id="" align="alignnone" width="617" caption="The Organization window"]
[/caption]The ’Organization’ window consists of the following sections:
1. Name: The name of the Organization
2. Type: This is a lookup that you user can define (ORG_TYPE)
(Document on Lookups to follow)
3. Date: Effective Date. This can also be changed manually while creating the organization.
4. Location: Location Details and Address
5. Descriptive Flexfield: You can configure the ‘Location Address’ Descriptive Flexfield if required.
Refer to document ‘Identify Descriptive Flexfield’ to know which DFF to setup.
6. Organization Classifications: This will determine what type of organization this is and how the entity will behave in the application depending on the role it plays. An organization may have several classifications attached to it.
For example, an organization may have people registered for it and may at the same time be maintaining stock and act as a training center. In that case, the organization will have to be classified as:
- HR Organization so that employees may be assigned there
- Inventory Organization so that items may be assigned to it
- Training Organization so that the organization may be available as a training center.
(More to follow on each Organization type – refer to respective applications).
7. Others: Depending on the classification, Additional Information may have to be entered.
Setup Organization
1. Create Location
Inventory --> Setup --> Organizations --> Locations
[caption id="" align="alignnone" width="632" caption="Location"]
[/caption]Location is a shared between HRMS, Inventory and Purchasing. Some of the fields not used by HRMS are disabled when Inventory and Purchasing is not installed.
Setting the scope as ‘Global’ means the location is shared across all Business Groups. Setting the location as ‘Local’ will make the location available only for the Business Group in question.
Select the scope and give the location a name.
Address Details
[caption id="" align="alignnone" width="605" caption="Address Details"]
[/caption]Choose the appropriate address style and enter the address of the location. If you have defined your own address style then you can choose it here.
Refer to the following document:
Create Custom Address Style (Document to follow)
Shipping Details
[caption id="" align="alignnone" width="604" caption="Shipping Details"]
[/caption]This tab is important if you are using Inventory and Purchasing. Otherwise accept the default values.
Other Details
[caption id="" align="alignnone" width="605" caption="Other Details"]
[/caption]2. Create Organization
Inventory --> Setup --> Organizations --> Organizations
[caption id="" align="alignnone" width="707" caption="Organization"]
[/caption]Alter effective date to a default date in the past or the organization creation date. Give a name to the Organization. Attach the location previously created. The location address gets automatically populated
Save the Organization.
3. Organization Classification
Look up the Organization classification. Ensure the 'enabled' checkbox is checked. Save. Click on other to enter the Extra Information (Additional Organization Details) as appropriate.
Shameem Bauccha
24 June 2009
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