Defining organizations - HxGN EAM - 12.0.1 - Help - Hexagon

Define organizations within your enterprise. Edit organization details as necessary.

1. Select Administration > Security > Organizations.

2. Click New Record.

   You cannot insert a new organization record if you have multi-organization security set to NO.

3. Specify this information:

   Organization - Specify a code identifying the organization, and then provide a description of the organization in the adjacent field.

   Currency - Specify the currency to attach to the organization.

   DUNS Number - Specify your organization’s DUNS number. A DUNS number is a unique nine-digit sequence used as the universal standard for identifying and tracking businesses worldwide.

   Set of Books Name - Specify the name for your general ledger books.

   Specify one of the following options for invoice matching:

   • Match Tolerance Absolute - Specify the absolute amount allowed as the difference between the purchase order line cost and the invoice line cost when matching line costs. If left blank, the value is automatically set to 0.

   • Match Tolerance % - Specify the percentage allowed as the difference between the purchase order line cost and the invoice line cost when matching cost lines. If left blank, the value is automatically set to 0.

   • Match Quantity Tolerance % - Specify the percentage allowed as the difference between the purchase order line quantity and the invoice line quantity when matching line quantities. If left blank, the value is automatically set to 0.

     Locale - Select the number format to use based on the geographic location of your organization/enterprise. Selecting a locale determines the manner in which commas and decimals are used in numeric data.

     The setting of the LOCALE installation parameter determines the default locale for all users. However, selecting a locale at the organization level overrides the setting of the LOCALE installation parameter of the logged in user.

     Code Reference - Specify the code identifying the code reference for the organization.

     Server Time Offset - Specify the number of hours difference between the system server and your local time if the system server is in a different time zone.

     Account Segment Value - Specify the general ledger account code segment that represents the organization in your accounting structure. See your chart of accounts for more information.

     Accounting Entity - Specify an accounting entity for the organization.

     Depreciation Type - Select the depreciation type for assets within the organization. Depreciation Type is automatically 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.

     Calendar Group - Specify the calendar group of the organization to determine periods of availability for associated equipment.

4. Optionally, select the Common check box to indicate the organization is common. Information defined for common organizations are shared among all organizations.

   After defining an organization as common, you cannot change it to be a specific organization. You cannot delete common organizations.

5. Click Save Record.