Use the General tab to create valid organization subcode combinations, then enter project, phase, and task posting information for items such as labor, expenses, units, and payroll.
You also enter default banks and payroll timesheet export information on this tab.
Contents
Header Information
| Field | Description |
|---|
| Organization
|
Select subcodes from the drop-down lists, each of which represents one level of your organization code. Then enter a description of the organization in the text entry field.
If the organization that you want to select is not shown on the drop-down list, create it at
. Add the new code on both the Subcodes tab and the Organization tab.
|
| Status
|
Select the status of the organization:
-
Active — Select this option if the organization is currently in use. This is the default status.
-
Inactive — Select this option if the organization is not currently used. When you select this option, it removes the organization from the list of active organizations that displays in the organization lookup, but the organization remains in Vision to report on history.
-
Dormant — Select this option to indicate that the organization is not allowed for use in Vision. You cannot assign new employees, projects, vendors, or other records to these organizations.
If you change an organization's
Status from
Active to
Inactive or
Dormant, you cannot assign new employees, projects, vendors, and other records to the organization. Vision also checks for associated active projects, employees, and vendors.
- If any active records are found when you are changing the status to
Inactive, a warning message displays that asks you to confirm the status change. You cannot change the status to
Dormant when there are active records.
- If there are not any active or inactive projects, employees, or vendors, the
Status change saves immediately.
|
Posting Distribution
| Field | Description |
|---|
| Labor
|
Select the project, phase, and task to use when you post labor distribution credit amounts to this organization. Vision enables this field if you select the
Labor distribution credit option on the Organization Tab of Accounting Company Settings.
|
| Miscellaneous Expense
|
Select the project, phase, and task to use when you post miscellaneous expense distribution credit amounts to this organization and an indirect account.
|
| Reproduction Expense
|
Select the project, phase, and task to use when you post reproduction expense distribution credit amounts to this organization and an indirect account.
|
| Consultant Accrual Expense
|
Select the project, phase, and task to use when you post consultant accrual expense distribution credit amounts to the organization and an indirect account.
|
| Employee Expense
|
Select the project, phase, and task to use when employee expense distribution credit amounts are posted to this organization and a balance sheet account.
This field is required if you maintain separate balance sheets and select the
Employee expense/advance distribution credit option on the Organization tab of Accounting Company Settings.
|
| Employee Advance
|
Select the project, phase, and task to use when employee advance distribution credit amounts are posted to this organization and a balance sheet account.
This field is required if you maintain separate balance sheets and select the
Employee expense/advance distribution credit option on the Organization tab of Accounting Company Settings.
|
Miscellaneous
| Field | Description |
|---|
| Employee Expense/Advance Default Bank
|
Select the default bank code to use when posting employee expenses or advances.
|
| Costpoint Organization Code
|
This field displays if the
Display Costpoint Organization Code option is selected on the Organization General Setup Form. Refer to this field for the Costpoint code information that corresponds with the current Vision code. The Costpoint codes are populated by 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 approve records that are going through the approval process, use this grid to assign approval roles and an employee to an organization. You must first create approval roles in
.
In addition to assigning approval roles and employees to an organization in this grid, you can also assign them in
. Any assignments that you make in Organization General Setup display automatically in this Approval Roles grid 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. 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.
|
 Insert
|
Click this button to add an approval role to the organization and assign an employee to the role.
|
 Delete
|
Click this button to delete a selected row on the grid.
|
| Approval Role
|
If you assigned an approval role to this organization in
, its name displays in this field.
If you are assigning an approval role to this organization that was not already assigned in General Organization Setup, after you click
Insert in this grid, select an approval role from the drop-down list in this field. Approval roles in the list are entered in
.
|
| Approval Employee
|
If you assigned an approval role to this organization in
, the employee you assigned to the approval role displays in this field. You can change it as needed using the Employee lookup in this field.
If you are assigning an approval role to this organization that was not already assigned in General Organization Setup, click in this field to access the Employee lookup. Select the employee to assign to the approval role.
|
