Create or modify organizations within your enterprise.
Follow these steps to define organizations.
Open the Organizations form (BMORGS).
Click the Record view tab. Datastream 7i displays the Record view page.
Organization—Enter the code identifying the organization, and then enter a description of the organization in the adjacent field.
Currency—Click to select the currency to attach to the organization.
Common—Select to indicate that this organization is common, i.e., Datastream 7i shares information defined for this organization among all organizations.
After defining an organization as common, you cannot change it to be a specific organization. You cannot delete common organizations.
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If the organization has an external financials interface, create a link from the Organizations form by entering a Code reference and Set of books name. |
DUNS number—Enter your organizations DUNS number. A DUNS number is a unique nine-digit sequence used as the universal standard for identifying and tracking businesses worldwide.
Code reference—Enter the code identifying the code reference for the organization.
Set of books name—Enter the name for your general ledger books.
Choose one of the following options for invoice matching:
Match tolerance absolute—Enter the absolute amount allowed as the difference between the purchase order line cost and the invoice line cost when matching line costs. If no value is specified, Datastream 7i automatically sets the value to 0.
Match tolerance %—Enter the percentage allowed as the difference between the purchase order line cost and the invoice line cost when matching line costs. If no value is specified, Datastream 7i automatically sets the value to 0.
Match quantity tolerance %—Enter the percentage allowed as the difference between the purchase order line quantity and the invoice line quantity when matching line quantities. If no value is specified, Datastream 7i automatically sets the value to 0.
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If a value is entered for both Match tolerance absolute and Match tolerance %, Datastream 7i verifies that the difference between the purchase order line cost and the invoice line cost falls within both the absolute amount and the percentage specified as the range of tolerance. If the difference between cost of the purchase order line and the invoice line falls outside of the range of tolerance specified for either the absolute amount or the percentage, Datastream 7i generates an error. |
Server time offset—Enter the number of hours difference between the Datastream 7i server time and your local time if the Datastream 7i server is in a different time zone.
Extended locale—Click to select the number format to use based on the geographic location of your organization/enterprise. Selecting an extended locale determines the manner in which commas and decimals are used in numeric data. The setting of the LOCALE installation parameter determines the default extended locale for all users. However, selecting an extended locale at the organization level overrides the setting of the LOCALE installation parameter for the logged in user.
Depreciation method—Select the depreciation method for assets within the organization as necessary. Datastream 7i automatically populates Depreciation method based on the setting of the ASDEPTYP installation parameter. However, selecting a depreciation method at the organization level overrides the setting of the ASDEPTYP installation parameter for the current organization.
7i Buy organization—Enter the organization identifier for Datastream 7i Buy.
Latitude—Enter the latitude coordinate identifying the physical location of your enterprise in relation to the equator.
Longitude—Enter the latitude coordinate identifying the physical location of your enterprise in relation to the equator.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.