Subcodes Tab of the 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. If you have multiple companies and the Level option is set to 1, the Add a Company dialog box displays when you click Insert. |
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. |
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:
|
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. If you have multiple companies and the Level option is set to 1, the Copy Company dialog box displays when you click Copy. |
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. |
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:
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. |
Parent Topic: Organization Codes Form