Manage Organization Units

From the Organization Units page, you can add, view, or edit an Organization Unit, and the associated Financial Companies. You can also upload a logo.

For more information on adding a new Organization Unit, see Creating a New Organization Unit.

To manage Organization Units:

1. From the Settings section of the left navigation menu, select Organization Settings.
2. From the Organization Settings page, select Manage Organization Units.
   The Organization Units page displays, as shown below.
   
3. Locate an Organization Unit using the filter fields at the top.
   Alternatively, browse for an Organization Unit using the pagination below the list of Organization Unit.
4. Select the Organization name to manage the Organization Unit Settings.         
5. Select the edit pencil icon to edit an Organization Unit.
   The Edit Organization Unit page displays, as shown below.
   
6. From the Edit Organization Unit page, edit the desired fields:
   1. Organization Unit Name
   2. Individual Credit Limit
   3. Company Credit Limit
   4. Financial Analysis
   5. Default to
   6. Tax/VAT Control
   7. Tax Level
   8. GST Number
   9. Constituent Segmentation
7. Select Save.

Financial Companies

To view, edit, delete, or add a Financial Company to an Organization Unit: 

1. Select the contextual menu for the desired Organization Unit.
2. Select Financial Companies.

Upload a Logo

To upload a logo for an Organization Unit:

1. From the Organizations Units page, click the contextual menu for the desired.
2. Select Upload a Logo.
   The Upload Logo page displays, as shown below.
   
3. Select Choose an Image from your Device.
4. Browse and select your logo image.
5. Select Save.

Screen Element	Description
Organization	Drop-down. Select the Organization that will be associated with the new organization unit.
Organization Unit	Text box. Organization Unit Code.
Organization Unit Name	Text box. The name of the new organization unit associated with the selected organization.
Active	Toggle. Select YES or NO to indicate if the organization unit should be set to active.
Financial Defaults
Individual Credit Limit	Text box. Enter the default for an individual's credit limit  within the organization unit. For the web client, the max for this field is $1,000,000,000.00. When the  limit  is reached, the Order Entry screen displays an error.
Company Credit Limit	Text box. Enter the default for a company’s  credit   limit  within the organization unit. For the web client, the max for this field is $1,000,000,000.00. When the  limit  is reached, the Order Entry screen displays an error.
Purchasing Group Discount On Orders
Default to	Drop-down. Select whether, by default, a purchasing group discount should be given based on the bill-to customer,  order-line ship-to customer or both.
Tax Information
Tax/VAT Control	Drop-down. Select the method by which the organization unit will be taxed. Options include Charge VAT exclusively, Charge Sales tax exclusively, or Charge both Sales and VAT tax. The VAT tax is used in the United Kingdom and the European Union countries. Values in the drop-down are populated based on the fixed codes defined for the APP "TAX_TYPE" system type.
Tax Level	Drop-down. Select to whom the tax will be applied. For example, Ship-to or Bill-to. Values in the drop-down are populated based on the fixed codes defined for the APP "TAX_LEVEL" system type.
GST	Text box. The number associated with the GST tax.
Constituent Segmentation Security Options
Constituent Segmentation	When you select YES, the organization unit can only see constituents related to their organization unit.
Business Objects Environment
Create Environment	Toggle. Select YES to create a Business Objects Environment for the organization unit. Please note that the Personify password is no longer used to log in to BOE. A unique key is created to synchronize the user to the BOE server, which means the Data Analyzer can only be accessed through either the Desktop or the Web Client ThreeSixty interface.