Create or Edit Organizations

Create a new Organization

To create a new organization go to "Organizations" → "New"

Fill in the following required fields:

The following fields are optional:

In the Advanced tab, provide the following:

Language* – Select the organization's default language.
Currency* – Choose the applicable currency.
Workflow Configuration Scheme – Select "Standard" unless otherwise advised by your administrator.

To edit a organization go to “Organizations” and click on the organization you want to edit:

On the top right side of the screen you will find the Edit button

Here you change the organization data accordingly. After changing the data click the save button on the top right side.

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:

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

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: