Defining organizations

Define organizations within your enterprise. You can also edit organizations as necessary.

To define organizations:

  1. Open the Organizations form.
  2. Click New Record.
    Note: You cannot insert a new organization record if you have multi-organization security set to NO.
  3. Organization—Enter a code identifying the organization, and then enter a description of the organization in the adjacent field.
  4. Currency—Enter the currency to attach to the organization.
  5. DUNS Number—Enter your organization’s DUNS number. A DUNS number is a unique nine-digit sequence used as the universal standard for identifying and tracking businesses worldwide.
  6. Set of Books Name—Enter the name for your general ledger books.
  7. Choose one of the following options for invoice matching:
    • Match Tolerance Absolute—Enter the absolute amount allowed as the difference between the purchase order line cost and the invoice line cost when matching line costs. If no value is specified, the system automatically sets the value to 0.
    • Match Tolerance %—Enter the percentage allowed as the difference between the purchase order line cost and the invoice line cost when matching cost lines. If no value is specified, the system automatically sets the value to 0.
    • Match Quantity Tolerance %—Enter the percentage allowed as the difference between the purchase order line quantity and the invoice line quantity when matching line quantities. If no value is specified, the system automatically sets the value to 0.
  8. Locale—Select the number format to use based on the geographic location of your organization/enterprise. Selecting a locale determines the manner in which commas and decimals are used in numeric data. The setting of the LOCALE installation parameter determines the default locale for all users. However, selecting a locale at the organization level overrides the setting of the LOCALE installation parameter of the logged in user.
  9. Code Reference—Enter the code identifying the code reference for the organization.
  10. Server Time Offset—Enter the number of hours difference between the system server and your local time if the system server is in a different time zone.
  11. Account Segment Value—Enter the general ledger account code segment that represents the organization in your accounting structure. See your chart of accounts for more information.
  12. Accounting Entity—Enter an accounting entity for the organization.
  13. Depreciation Type—Select the depreciation type for assets within the organization. The system automatically populates Depreciation Type based on the setting of the ASDEPTYP installation parameter. However, selecting a depreciation method at the organization level overrides the setting of the ASDEPTYP installation parameter.
  14. Common—Select to indicate that the organization is common, i.e., the system shares information defined for this organization among all organizations.
    Note: After defining an organization as common, you cannot change it to be a specific organization. You cannot delete common organizations.
  15. Click Save Record.