Organization Hierarchy
Introduction
Navigation: Master >> Organization Management >> Organization Hierarchy
Organization Hierarchy Screen
The following screen is displayed when navigating to the Organization Hierarchy
The screen is divided into two parts,
- The left part of the screen displays the list of organizations created from this screen in hierarchy.
- The right part of the screen displays the list of fields required to create a new Organization. The user needs to fill in these fields to create and save new organization details.
Fields | Field Description |
Hierarchy Type | Company |
Hierarchy Code | User defined code to identify and log into the organization. |
Hierarchy Name | User needs to enter the name of the Organization |
Description | User needs to describe the organization. (can be full name of the org.) |
Parent Hierarchy Code | Enter the Parent organization code saved in the system (in case of) |
Parent Hierarchy Desc | It reflects the description of the parent organization (in case of) |
Parent Org. Type | It reflects the Hierarchy type of the parent organization. |
Org Country | User can enter the country in which the org is established. |
Base Currency | User can select the currency used in the organization. |
Base Language | User can select the preferred language of communication of the org. |
Time zone | User can select the time zone which is used by the organization |
Org. Weight Unit | User can select the standard unit of measurement for weight that is used in the organization. (gm, kg, oz, lbs) |
Org. Dimension Unit | User can select the standard unit of measurement for dimensions that is used in the organization. (mm, cm, mtr, inch) |
Financial Start Date | User can select the date of start of the financial year. |
Locale | User can use the "Locale" ID like en - For English from the dropdown. This can be customized. |
Action Buttons
Action Buttons | Description |
Save | After entering all the required values, the user can save the details to create a new organization. |
Reset | Reset button will refresh all fields to blank. This will enable user to initiate addition of new organization. |