Defining the Organization Structure

To define the organization structure:

1. From the Organization and GL Structure screen, access the Organization Structure tab, as shown below.

2. Highlight an organization unit in the table, perform the following, if necessary:

a. If necessary, change the Org Unit Name.

b. Select the Tax Level from the drop-down.

· Active

· Customer Used for Addressing

3. You can add, edit, and delete the organization units to define the structure.

4. Click Save.

Screen Element	Description
Organization Structure
Add Organization Unit	Button. When clicked, the Organizational Unit Maintenance screen displays. See Organization Unit Definition for more information.
Org Unit	Text box. The acronym of the organization unit.
Org Unit Name	Text box. The long name of the organization unit.
Tax Level	Drop-down. Select to whom the tax will be applied. For example, Ship-to or Bill-to. Values in the drop-down are populated based on the fixed codes defined for the APP "TAX_LEVEL" system type.
Active	Checkbox. When checked, indicates the account is active. Only active accounts display in the lookup and can be used for product setup or in transactions.
Customer Used for Addressing	Link. When clicked, the Customer Chooser screen displays. Select a customer to use for addressing. As of 7.6.0, if a Federal Tax ID is defined for a customer record selected here, when a web user submits an online donation, the Tax ID will display on the Donation Thank You page.
Edit Organization Unit Details	Button. When clicked, the Organizational Unit Maintenance screen displays. See Organization Unit Defaults Setup for more information.
Delete Unreferenced Organization Unit	Button. When clicked, the highlighted row from the table is deleted.