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 use the Multicompany feature 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:
- To print grid data, click
Print. On the Print Preview form, 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 grid 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 the 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.
-
Vision 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.
If you use the Multicompany feature 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 Vision code. The Costpoint codes are populated by the Costpoint reorganization function.
|
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
Vision 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.
|