Organization settings

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You can create organizations and sites in the Organizations application. You can further configure your organizations using the Organizations, Chart of Accounts, Exchange Rates, and Calendars applications.

Several of the organization options have default values. Be sure to verify that the default values correspond to your business rules and change them if necessary.

Table 1. Configuration tasks by application
Application	Tab or action	Function
Chart of Accounts		Define general ledger accounts and configuring rules surrounding general ledger account code validation. Most companies import their general ledger account codes and use this application to view the import and configure the validation rules. Configure additional chart of accounts options through database configuration.
Exchange Rates		Configure and administer exchange rates for currencies you and your vendors use.
Calendars		Define calendars, holidays, shifts, and work periods for your company. This data is used to schedule in other areas within the system.
Organizations	Addresses tab	Configure addresses for your company.
	Sites tab	Create sites. You must have at least one site to use the system. You can set additional administrative options for each site in a different part of the application.
	Work order options action	Configure the options that your organization uses for work orders. For example, configure editing rules and configure prompts for failure and downtime reporting.
	Inventory options action	Configure the options that your organization uses for inventory. For example, specify options for breakpoints, negative balances, and reorder rules.
	Drill down options action	Configure the appearance of drill down menus.
	Safety plan options action	Specify that the system displays the hazards of a work asset in the select hazards dialog box.
	PO options action	Configure purchase order options for your organization. For example, specify the options for converting purchase requisitions to purchase orders.
	Contract options action	Associate terms and conditions with contract types.
	Tax options action	Configure tax options for your organization, including how multiple taxes are calculated.
	PO labor options action	Configure options for the rules of your organization for outside labor costs, including reporting of actuals and requirements for purchase orders.
	Labor options action	Configure options for labor costs in your organization, including reporting of actuals and requirements for purchase orders.
	Workflow options action	Configure options for workflow processes in your organization, including reporting automated generation of work orders and purchase orders.
	Autonumber setup action	Configure auto-numbering for items that are numbered at the organization level, such as assets. For example, you can configure starting numbers and prefixes. This action facilitates moves from one site to another.