| Field | Description |
|---|
| Number of Levels
|
This field displays the number of levels for the organization. You establish organization levels using
. You can use a maximum of five levels.
|
| Delimiter
|
This field displays the delimiter used with organizations. You establish delimiters using
. A delimiter must be a special character, not 0 to 9, A to Z, or |.
|
| Length
|
This column displays the length of each level, with a maximum of 16. You establish level lengths using
.
|
| Singular Label
|
Enter a descriptive singular label for this level, using up to 16 characters of free text. For example,
Office. You can give each level a reference name of your choice. The defaults are
Organization Level 1,
Organization Level 2, and so on. For example, in a one-level structure, you can label the level "Office."
In a three-level structure, you might choose the following labels:
| Level
|
Label
|
| 1
|
Region
|
| 2
|
Office
|
| 3
|
Department
|
|
| Plural Label
|
Enter a descriptive plural label for this level, using up to 16 characters of free text. For example,
Offices.
|
| Maintain separate balance sheets by Organization
|
Select this option to have Vision keep track of every Balance Sheet transaction by organization. This enables you to print a separate Balance Sheet for each organization you have established. If you do not select this option, the Balance Sheet is consolidated.
With Vision Organization Reporting, all of your postings to revenue and expense accounts flow to individual organizations. You can print the Income Statement by individual organization or consolidate it for the entire firm.
If you want to maintain separate Balance Sheets by organization, you must identify the organization in each transaction that affects Balance Sheet accounts (those in 100.00 to 399.99 range) or non-operating accounts (those in the 800.00 to 999.99 range). Vision identifies the organization from its association with the project number that is entered during data entry, which means that you must enter a project number with every Balance Sheet or non-operating account.
Maintaining separate Balance Sheets also means that you must enter an organization for each bank code through Bank Code Setup and for each accounts payable liability code through AP Liability Code Setup.
If you always want to post to the project's organization, you need not enter separate liability codes.
If you do not want to maintain separate Balance Sheets, all implicit and explicit postings to Balance Sheet and non-operating accounts will flow to the
Default Organization.
Multicompany
If you use the Vision Multicompany feature, Vision selects this option by default. This allows you to identify the company that "owns" an account when an employee enters a balance sheet transaction for an account available to more than one company.
|
| Default Organization
|
If you choose to produce only a consolidated Balance Sheet, any postings that you make to Balance Sheet and non-operating accounts will flow to the default organization. This occurs because you will not have to enter a project number to identify an individual organization.
If you select the
Maintain separate balance sheets by organization option, Vision disables this field. Each Balance Sheet transaction requires a project number.
If you do not select the
Maintain separate balance sheets by organization option, Vision requires that you enter the Default Organization. You must also link each transaction posting to an organization.
If you later decide to maintain separate balance sheets, all prior transactions will be assigned to this default organization. You may want to reclassify charges to a different organization.
|
| Enable Multicompany
|
Select this option to enable the Vision Multicompany feature.
When you select this button, the Password Required dialog displays. This option is password protected to ensure that you consider the full implications of using this feature before you enable it. Contact Deltek Customer Care for a password.
Warning: You cannot undo the
Enable Multicompany choice. Be sure to back up your Vision database before you enable the feature.
|
| Display CostPoint Organization Code
|
Select this option to have the Organization lookup use Deltek Costpoint Organization codes instead of Vision Organization codes. When you select this option, Costpoint Organization Code fields populate from the Costpoint reorganization function.
|
Approval Roles Grid
This grid applies for the approval process for Inventory item requests and any Purchasing application for which you use approval workflows (Approval workflows are configured in Approval Workflows Configuration and specified for an application in Purchasing & Inventory Configuration.) If you want someone at the organization level to be assigned to approve records that are going through the approval process, use this grid to add approval roles, assign them to organizations and assign an employee to the approval role.
In addition to assigning approval roles and employees to an organization in this grid, you can also assign approval roles to each individual organization directly in
. However, you must create the approval roles in Organization General Setup. Configuring approval roles on the Organization General Setup form allows you to configure the approval roles for all your organizations from one screen without having to open each individual organization in a separate configuration screen in Individual Organization Setup.
The approval roles that you assign to an organization are available on the Workflow tab in
. You can select them from the drop-down list in the
Assigned To field in the Approval Steps grid.
| Field | Description |
|---|
| Grid Drop-Down arrow
|
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
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 button to create a new approval role. A blank row is inserted into the grid.
|
 Assign
|
After you add an approval role to the grid and give it a name, click this button to open the Assign dialog box, and assign one or more organizations to use the approval role. You also assign one employee to the approval role.
|
 Delete
|
Click this button to delete a selected approval role.
|
| Role Label
|
When you create a new approval role, enter a name for it in this field.
|
Toolbar Options
| Field | Description |
|---|
 Save
|
Click this option to save your changes.
|
 Help
|
Click this option to view online help for
Organization Setup.
|