Contents of the Manage Organization Structures Screen
Use the fields and options to configure the Manage Organization Structures screen.
Organization
| Field | Description |
|---|---|
| Organization |
To add a new organization, enter the identifying top-level code. The size must match the entry in the Length of First Segment group box on the Configure General Ledger Settings screen. Do not enter more than the first level. You enter lower-level organizations on the Manage Organization Elements screen. |
| Name |
Enter the name of the organization. Costpoint displays this name along with the organization code in screens and reports. |
Organization Structures
Top Level Organization
| Field | Description |
|---|---|
| Abbreviation |
If you plan to charge the top level of the organization, you have the option to specify an abbreviated code to simplify data entry. If you do, the abbreviation cannot be the same as any other abbreviation in your Costpoint database. When you enter the abbreviation on any of various transaction screens, Costpoint retrieves and displays the longer organization code. (This feature is not available on reporting and control screens, but it is available in most transaction screens.) |
| No of Levels |
This field automatically displays the number of levels as you define them in the table window below. |
| Balance Sheet Level |
Enter the level of the organization at which you will prepare balance sheets. Some posting programs use this when determining at which level a posting should occur. For example, accrued salaries are posted at the balance sheet level of the home organization of the employee. You cannot enter a level greater than the number of levels within the organization. |
| Active |
You cannot charge inactive organizations during data entry or posting. Do not select this check box if you need to put this edit in place for the organization. If you inactivate the top level of an organization, that does not inactivate lower levels within that organization. However, it does inactivate any account/organization combinations that contain the inactive organization. |
| Company ID |
Enter, or click
|
| Taxable Entity |
Enter, or click
|
to select, the company ID to which this organization belongs. The company name displays in the adjacent, unlabeled field.
Intercompany Receivable Accounts
| Field | Description |
|---|---|
| Due From: Account |
Enter the number of the due-from intercompany receivable account for this organization. You debit this account for any intercompany receivable journal entries that you create to correct an out-of-balance condition within the organization. Such out-of-balance conditions can result when one organization incurs a payable or receivable on behalf of another. |
| Due From: Ref 1 |
If you use Reference Number 1, enter, or click
|
| Due From: Ref 2 |
If you use Reference Number 2, enter, or click
|
| Due To: Account |
Enter the number of the due-to intercompany receivable account for this organization. You credit this account for any intercompany receivable journal entries that you create to correct an out-of-balance condition within the organization. Such out-of-balance conditions can result when one organization incurs a payable or receivable on behalf of another. |
| Due To: Ref 1 |
If you use Reference Number 1, enter, or click
|
| Due To: Ref 2 |
If you use Reference Number 2, enter, or click
For more information, see the related topic about Intercompany Receivables. |
Period Information
| Field | Description |
|---|---|
| Fiscal Year Start, Period Start, Fiscal Year End, Period End |
You only use the starting and ending fiscal years and periods for an organization that is valid only for a particular period of time. For example, if you decide to change your organizational structure at the end of fiscal year 2011, you specify the final period of 2011 as the ending period for the old structure elements and the first period of 2012 as the starting period for the new structure elements. When you set up an organization that you want to use immediately and continuously for the foreseeable future, leave these fields blank. |
Export Options
| Field | Description |
|---|---|
| Export to Time Collection |
If you select this check box, this organization is exported to Time & Expense when you run the Export Data to Deltek Time & Expense process. The organization is included in the UDT09_YYYYMMDDHHMMSS.CSV file. This check box is enabled only if the Time Collection version is 5.x or higher, or the Deltek Expense version is 6.x or higher, in the Corporate Labor Settings subtask of the Configure Labor Settings screen. |
| Export to Talent Management |
Select this check box to include this organization for export to Talent Management. |
Table Window
Click
to add a new record to the table window or click an existing row to make changes to it.
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Level No |
Costpoint displays the level number automatically for the next row when you click the New Record button on the toolbar or complete the row above. The first row should be the first level of the organization. Its length must match the length specified on the Configure General Ledger Settings screen for the first organization level. |
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| Level Description |
Enter a name for the level (for example, Company, Region, Division, Department, and so on). Costpoint displays the level name in screens and on the Organizational Listing report. |
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| Length |
For each level, enter the number of characters that the level contains. Do not count the level separators when you calculate the length of a level. Keep in mind, however, that the separators are counted as part of the overall length of the organization structure. For example, you would enter the XXX.XXXX.XXX organization structure as follows:
|