Contents of the Key Convert Organization Subcodes Form

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.