Subcodes Tab of Organization Codes Form

Use the Subcodes tab to set up individual subcodes for each level of your organization.

Contents

Grid

Field	Description
Level	Select the organization level for which you are defining subcodes. For example, if you are setting up subcodes for your second level, Disciplines, select 2.
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.
Update Organizations	After you select a Status for a subcode row, click Update Organizations to update the selected status for all organizations that use the subcode. This step is necessary when you change a subcode status from Active to Inactive or Dormant. If you do not click Update Organizations after this change: Any organization combination that uses the subcode remains Active. New employees, projects, vendors, and other records can be assigned to organization combinations that have the subcode. Ajera CRM does not allow you to create a new organization with the subcode.
Insert	Click this option to insert a subcode on the Subcodes grid. An empty row is inserted below the current position of the row selector.
Copy	Click this option to copy the current subcode's data. The data is copied in its entirely to the row below. Modify the subcode's information to create a new subcode.
Delete	Select a subcode and click this option to remove the subcode.
Code	Enter a subcode for this level. Do not include spaces.
Label	Enter a descriptive label for this subcode, using up to 16 characters of free text.
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. This field works in conjunction with the Update Organizations button. If you change a subcode's status from Active to Inactive or Dormant, clicking Update Organizations will update all organizations that use the subcode.