Creating a New Organization Unit

To create a new organization unit:

1. From the left navigation menu, select Organization Settings.
2. Select Manage Organization Units. The Organization Units page displays, as shown below.
   
3. Select +New Organization Unit.
   The Add New Organization Unit page displays, as shown below.
   
4. Select the Organization from the drop-down menu.
5. Enter the Organization Unit.
6. Enter the Organization Unit Name.
7. Select YES or NO for the Active toggle to indicate if the new organization unit is active.
8. In the Financial Defaults section, enter the following:
   1. Individual Credit Limit
   2. Company Credit Limit
   3. Financial Analysis
9. In the Purchasing Group Discount on Orders section, select the default setting: Bill To, Ship To, or Both.
10. In the Tax Information section, enter the following:
    1. Tax/VAT Control
    2. Tax Level
    3. GST Number
11. Select YES or NO for each of the following toggles:
    1. Constituent Segmentation Security Options
    2. Business Objects Environment
12. Select Save and Add Financial Company, or 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. 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. 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.