Defining General Organization Unit System Setup Parameters

To set up the general system parameters:

1.    Select System Admin > Organization Structure > Organization Unit Definition from the toolbar.

2.    Search for an organization unit and double-click it or highlight it and click Select Org Unit.
The Organizational Unit Maintenance General Parameters screen displays, as shown below.
general_system_parameters.png

3.    In the Financial Defaults section, perform the following:

a.    Enter the Individual and Company Credit Limits.

b.    Enter the Financial Analysis.

4.    In the Tax Information section, perform the following:

a.    Select the Tax/VAT Control from the drop-down.

b.    Select the Tax Level from the drop-down.

c.    If the organization unit uses Canadian tax, enter the GST Number.

5.    In the Segmentation and Security Options section, select the Segment Control checkbox, if necessary.

6.    In the Assign Financial Companies Defined in Organization and GL Setup Screen section, click Add a Company.

Note.pngFinancial companies are typically defined within the organization unit steps. Please refer to Defining Financial Companies within the Organization Unit for more information.

7.    Click Save.

Screen Element

Description

Org Unit

Text box. The organization unit associated with the organization.

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.

Financial Analysis

Text box. The value entered corresponds to the number of months financial information should be defaulted for user analysis.

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.

Tax Level

Drop-down. Select to whom the tax will be applied. For example, Ship-to or Bill-to.

GST Number

Text box. The number associated with the GST tax.

Segmentation and Security Options

Segment Control

Checkbox. When checked, indicates the organization unit can only see customers related to their organization unit.

Assign Financial Companies Defined in Organization and GL Setup Screen

Add a Company

Button. When clicked, a row is added to the table and the corresponding fields are enabled to add a company.

Company Number

Text box. A unique alphanumeric code for the financial company within the organization unit. It must be unique within the organization unit. This number displays in Account and Transaction tables.

Company Name

Text box. The name of the association/foundation. This name is used in reporting.

Delete Unreferenced Company

Button. When clicked, the highlighted row from the table is deleted.