Organizations Tab of the 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:
Not all options are available on all grids. |
Insert | Click this option to insert an organization in 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. If you have multiple companies, Level 1 is the company level. |
<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. |
Costpoint Code | This column displays if the Display CostPoint Organization Code option is selected on the Organization General Setup Form. Refer to this column for the Costpoint code information that corresponds with the current Vantagepoint code. The Costpoint codes are populated by the Costpoint reorganization function. |
Status | From the drop-down list, select one of the following values:
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Parent Topic: Organization Codes Form