Organizations Tab of Organization Codes Form

Use the Organizations tab to set up combinations of subcodes that represent valid organizations.

Depending on the structure of your organizations, you may have up to five subcodes in each organization code.

Contents

Grid

Field	Description
Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert an organization on the Organizations grid. An empty row is inserted below the current position of the row selector.
Copy	Click this option to copy the current organization's data. The data is copied in its entirely to the row below. Modify the organization's information to create a new organization.
Delete	Select an organization and click this option to remove the record.
<Level 1>	Select the subcode for Level 1 of the organization code. The drop-down list contains the valid subcodes that you set up for Level 1 on the Subcodes tab.
<Level 2>	Select the subcode for Level 2 of the organization code. The drop-down list contains the valid subcodes that you set up for Level 2 on the Subcodes tab.
<Level 3>	Select the subcode for Level 3 of the organization code. The drop-down list contains the valid subcodes that you set up for Level 3 on the Subcodes tab.
<Level 4>	Select the subcode for Level 4 of the organization code. The drop-down list contains the valid subcodes that you set up for Level 4 on the Subcodes tab.
<Level 5>	Select the subcode for Level 5 of the organization code. The drop-down list contains the valid subcodes that you set up for Level 5 on the Subcodes tab.
Name	Enter a name for the organization.
Status	From the drop-down list, select one of the following values: Active — The organization is currently used. This is the default status for all organization subcodes and organization combinations. Inactive — The organization is not currently used and is not available on the list of active organizations that displays on the organization lookup. When you select this option, it removes the organization from the list of active organizations that displays on the organization lookup, but the organization remains in Ajera CRM to report on history. Dormant — Organizations that are dormant are currently not used. You cannot assign new employees, projects, vendors, or other records to these organizations.