Key Convert Organization Subcodes Form

Use the Key Convert Organization Subcodes form to change individual portions of the organization codes throughout Vision.

If your company uses the Multicompany feature, you cannot change the first level of the organization.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Organization Subcodes.

Contents

Field Description
Combine Existing Organizations

Select this option if you want to consolidate existing codes. Vision allows you to enter an existing organization code in the New Organization field.

When you combine existing organizations, they must have the same status.

Level Select the organization level that you want to change. This field lists all the levels that your company has created.
Organization

Select the organization code(s) you want to change by performing one of the following actions:

  • Click Insert to insert a new row in which you can use the Organization lookup to select one organization code.

  • Click Lookup/Insert to display the Organization lookup, where you can select one, more than one, or all organization codes.

Name Displays the name of the organization. Click this field to go to Individual Organization Setup, where you can modify organization code data.
New Organization Enter a new organization code. Or, if you selected the Combine Existing Organizations option, you can enter an existing organization code.