You edit an internal organization to update its details and classifications.
To edit an internal organization:
-
Navigate to the organization record.
You can search for organizations in the
Activity Zone. For information, see Search for Organizations.
-
On the organization record, click
.
- Optional:
In the Organization Details section, update any of the details about the organization, as required.
-
To update information in the Additional Information section, do the following:
To update this field
|
Do this
|
Company Type
|
Edit the Legal Entity in the Organization Details section
|
VAT Registration
|
Edit the VAT Registration Number in the Organization Details section
|
CIS Type/Number
|
Edit the UTR Number in the Organization Details section
|
Company Registration
|
Edit the Company Registration Number in the Organization Details section. This field is not applicable for US regions.
|
Financial Year End
Date Established
Date Account Opened
CIS Expiry
No of Concurrent Projects
|
These fields are set via the PIM legacy API and cannot be edited manually.
|
- Optional:
In the Classifications section, click
to update a classification.
-
Click
Save.