Organization

The Organization screen allows you to define organizations. For example, organizations can represent departments in a company. They are used to categorize employees, projects, and transactions. Organizations are used in reporting to organize data into sections.

General

In the General area, enter information to define the organization.

Field Description
Company

Enter or select a company that owns the organization.

Code Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
Name Enter a name to describe the document. The name does not have to be unique.
  Manager

Enter or select the employee responsible for the organization.

  Overhead Pool Enter or select an active Labor Overhead Pool. This allows a Labor Overhead Group to be attached to an Organization. Processing would then look to the Organization for a Labor Overhead Pool. If none is found, then it will use the Employee’s Labor Overhead Pool.
  Status

Select the status of the document.