Defining Organization Units

This section is used to create organization units. For more information on setting up the organization units created here, refer to Organization Unit Defaults Setup.

To define organization units:

1. From the Basic Organization Setup screen, click Next.
Alternatively, from the Personify360 main toolbar, select System Admin > Organization Structure > Create New Organization. Search for and select the appropriate organization or create a new organization.
The Defining Organization Units screen displays, as shown below.

2. Click Add.
The Organization Unit Detail fields are enabled and a new row displays.

3. Enter the Org Unit.

4. Enter the Org Unit Name.

5. Select the checkboxes that apply:

· Active

· Create Business Object Environment

6. Click Next to proceed to define segment structures.
Alternatively, click Previous to return to the basic organization setup.

Screen Element	Description
Add	Button. Click to add an organization unit to the organization.
Delete	Button. Click to delete the highlighted organization unit from the organization.
Org Unit	Text box. The acronym or code of the organization unit.
Org Unit Name	Text box. The long name of the organization unit.
Sales Calculation Method	This field is not currently implemented.
Sales Territory Customer Type	This field is not currently implemented.
Active	Checkbox. When checked, indicates the organization unit is active.
Create Business Object Environment	Checkbox. When checked, indicates a Business Object (BO) environment will be created for the organization unit.
Previous	Button. When clicked, you will return to the Basic Organization Setup screen.
Next	Button. When clicked, the Define Segment Structure screen displays. For more information, please see Defining GL Account Segment Structure.