Creating organizations

In the Organizations application, you create the organizations to use with the system. Each organization can have multiple sites.

Before you begin

You must create at least one organization and one site. Before you create the first organization, use the Currency Codes application to create at least one currency code. You cannot change the base currency after you save the record. Use the Sets application to create at least one item set and one company set. Use the Chart of Accounts application to create a general ledger account. Multiple organizations can use the same item set or company set.

About this task

Multiple organizations and sites can use the same database, while certain business procedures and information remain specific to the individual organizations and sites. After you save an organization record, you cannot edit the item or company set. After you add a site to the organization and save the record, you cannot edit base currency 1.

Procedure

  1. In the Organizations application, click New Organization.
  2. Type a name for the organization.
  3. Specify base currency code 1 for your base currency.
  4. Optional: Specify base currency 2.
  5. Specify the item set and the company set that you want to associate with this organization.
  6. In the Default Item Status field, select the status that you want new item master, service item, and tool records to have.
  7. Click Save Organization.


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