Select the organization subcodes to combine or change.
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 of the levels that your company has created.
|
Organization
|
Select the organization codes that 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
|
This field 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, enter an existing organization code.
|