Changing your Default Organization Information

Before You Start . . .

There may be times when the organization information on a purchasing document (DPO, DRO, PR) needs to be updated. If it needs to be updated for just one specific order, the changes can be made directly on your purchasing document. However, if you need to permanently update the organization information, follow the steps below. Since changing the organization defaults will affect all users in that organization, make sure you discuss what needs to be updated with your supervisor or account manager before proceeding.

Step-by-Step . . .

Select the Organization document from the Chart of Accounts Maintenance documents group.

Enter a tracking number in the Tracking Num field (optional). For example, entering the organization code makes it easy to identify the document from a document search.

Enter a Description of the purpose of your document in the header area.

Enter your COA and Org in the New section of the document and tab out of the field.

Note: If you do not know your organization code, you can double-click on the blank Org field to do a lookup.

A message will appear indicating that you are modifying an existing organization. Click Yes to continue. Do not proceed unless this is your organization.

Click the Copy button to copy the information from the Current section to the New section.

A prompt will ask whether you want to copy the street address. Click Yes.

Make any necessary changes in the New section, including the name of the Purchasing Contact and/or Purchasing Contact Phone.

Click on the More button to access the Organization Addresses screen.

Update the organization, shipping, and billing address information as necessary.

Click OK to return to the main screen of the document.

Click OK to route the document for approval. Your document will then route to any existing review hierarchies for approval.

Select the Organization document from the Chart of Accounts Maintenance documents group.
Enter a tracking number in the Tracking Num field (optional). For example, entering the organization code makes it easy to identify the document from a document search.
Enter a Description of the purpose of your document in the header area.
Enter your COA and Org in the New section of the document and tab out of the field. Note: If you do not know your organization code, you can double-click on the blank Org field to do a lookup.
A message will appear indicating that you are modifying an existing organization. Click Yes to continue. Do not proceed unless this is your organization.
Click the Copy button to copy the information from the Current section to the New section.
A prompt will ask whether you want to copy the street address. Click Yes.
Make any necessary changes in the New section, including the name of the Purchasing Contact and/or Purchasing Contact Phone.
Click on the More button to access the Organization Addresses screen.
Update the organization, shipping, and billing address information as necessary.
Click OK to return to the main screen of the document.
Click OK to route the document for approval. Your document will then route to any existing review hierarchies for approval.