Organization (Window ID-110)

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Table of Contents

Window: Organization

Description: Maintain Organizations

Help: The Organization Window allows you to define and maintain Organizational entities. An Organization is often a legal entity or sub-unit for which documents and transactions are processed

Tab: Organization

Description: Define Organizations

Help: The Organization Tab is used to define an Organization. Each Organization has a Key and Name and optionally a Description. When adding a new organization, you must re-login to be able to access the new organization.

Organization - Organization - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Org.AD_Client_ID
numeric(10)
Table Direct
Search Key Search key for the record in the format required - must be unique A search key allows you a fast method of finding a particular record.

If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

AD_Org.Value
character varying(40)
String
Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. AD_Org.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. AD_Org.Description
character varying(255)
String
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

AD_Org.IsActive
character(1)
Yes-No
Summary Level This is a summary entity A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values. AD_Org.IsSummary
character(1)
Yes-No
Replication Strategy Data Replication Strategy The Data Replication Strategy determines what and how tables are replicated AD_Org.AD_ReplicationStrategy_ID
numeric
Table Direct

Tab: Organization Info

Description: Organization Detail Information

Help: The Organization Info Tab is used to define an Organization's address, DUNS number and Tax Identification number

Organization - Organization Info - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_OrgInfo.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_OrgInfo.AD_Org_ID
numeric(10)
Search
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

AD_OrgInfo.IsActive
character(1)
Yes-No
Address Location or Address The Location / Address field defines the location of an entity. AD_OrgInfo.C_Location_ID
numeric(10)
Location (Address)
Organization Type Organization Type Organization Type allows you to categorize your organizations for reporting purposes AD_OrgInfo.AD_OrgType_ID
numeric(10)
Table Direct
Parent Organization Parent (superior) Organization Parent Organization - the next level in the organizational hierarchy. AD_OrgInfo.Parent_Org_ID
numeric(10)
Table
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. AD_OrgInfo.M_Warehouse_ID
numeric(10)
Table Direct
Drop Ship Warehouse The (logical) warehouse to use for recording drop ship receipts and shipments. The drop ship warehouse will be used for recording material transactions relating to drop shipments to and from this organization. AD_OrgInfo.DropShip_Warehouse_ID
numeric(10)
Table
D-U-N-S Dun & Bradstreet Number Used for EDI - For details see www.dnb.com/dunsno/list.htm AD_OrgInfo.DUNS
character varying(11)
String
Tax ID Tax Identification The Tax ID field identifies the legal Identification number of this Entity. AD_OrgInfo.TaxID
character varying(20)
String
Supervisor Supervisor for this user/organization - used for escalation and approval The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals. AD_OrgInfo.Supervisor_ID
numeric(10)
Search
Calendar Accounting Calendar Name The Calendar uniquely identifies an accounting calendar. Multiple calendars can be used. For example you may need a standard calendar that runs from Jan 1 to Dec 31 and a fiscal calendar that runs from July 1 to June 30. AD_OrgInfo.C_Calendar_ID
numeric(10)
Table Direct
Phone Identifies a telephone number The Phone field identifies a telephone number AD_OrgInfo.Phone
character varying(40)
String
2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. AD_OrgInfo.Phone2
character varying(40)
String
Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location AD_OrgInfo.Fax
character varying(40)
String
EMail Address Electronic Mail Address The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web. AD_OrgInfo.EMail
character varying(60)
String
Logo AD_OrgInfo.Logo_ID
numeric(10)
Image


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