Create or Edit Organizations
Description
This page describes how to create and change an organization.
Step-by-step guide
Create an Organization
Please go to "Organization" → "Organization Create"
You will be prompt with the following screen:
On this screen you are able to create an organization as you want. You need to fill all fields marked with an *
Name of the new organization (1)
Field | Description |
|---|---|
Organization | New organization name |
Organization Type | Is the new organization for buyers or suppliers |
Root flag | Will the new organization be a Root knot? |
Select parent organization (2)
Field | Description |
|---|---|
Organization | Organization name as parent |
Organization ID | Organization ID set by the system of the choosen Organization |
Search Button | Organization Tree View to choose Org. |
Communication (3)
Field | Description |
|---|---|
Telephone | Telephone number |
Mobile Phone | Mobile Phone number |
Fax | Fax number |
Email of organization administrator | For every change of the organization this email will be notified |
Standard address (4)
Field | Description |
|---|---|
Country | Country name of the new organization |
City / Postal Code | City / Postal Code of the new organization |
Street / House number | Street / House number of the new organization |
Regional settings (5)
Field | Description |
|---|---|
Language | Language to be used as default for this organization |
Currency | Currency to be used as default for this organization |
Change an Organization
Go to "Organization" → "Organization Change"
You will be prompt with the following screen:
There you have the following options to choose:
Section | Description |
|---|---|
Search | Search for the name of the organization you want to change |
Name | Name of the organization |
Org. Type | Type of the organization |
Is Locked | Is the organization locked? |
Action | Action-Buttons to Edit, View History of this Org. and Delete the Org. |
If you click on History you will see the following screen:
