BT> Maintenance> Organization

Organization Maintenance

Summary

 

The Organization Maintenance window is used to create and maintain organizations. An organization is a user-defined code used to describe the organizational structure of a business. A few examples of organization types would be Corporation, Sole Proprietorship or LLC Partnership.

 

Organizations can be attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Organization field).

 

Related Links

 

Click here for information on Business Maintenance.

 

Step by Step

 

1    View existing organizations. 

 

  • Open the Organization Maintenance window (BT> Maintenance> Organization).
  • The left section of the window will display all of the organizations that have been created in the application. Select an organization in the left section of the window and the information attached to it will populate in the Maintenance section to the right.
  • Highlight an organization and press DELETE or click the Delete icon to delete an organization.
    • You cannot delete an organization that is attached to a business (BT> Maintenance> Business> Open a business> General tab> Organization field). If you try to delete an organization type that is attached to a business, an information window will open to inform you that the selected organization type is attached to a business.
  • Press INSERT or click the Create icon if you would like to create a new organization. This will create a new line item in the left section of the window and the fields in the Maintenance section to the right will be enabled to enter the organization information.

 

2    Create or modify an organization. 

 

  • The Type field is used to identify a unique organization. The organization type can be up to 20 characters long.
    • This is the only required field in the window. All other fields are optional.
    • You will not be able to edit an existing organization type field once the organization has been saved.
  • The Description field is used to enter a description on the business type. The description can be up to 60 characters long.
  • Press ENTER or click the Save icon to save the organization.