Maintaining Organization Structure—Exercises

Basic Data Setup

Organization Levels

Main Exercise(s)

Purpose: The purpose of this lesson is to learn how to create and maintain the organization structure.

Windows:
Graphical Organization Structure

Organization codes can also be created and maintained in the Organization Units window.

Create and Maintain Organization Codes 

Note: The exercise includes the creation of a new organization code for your production department.

  1. Populate the Graphical Organization Structure window.
  2. Select the Manufacturing department (organization code B-MFG). 
  3. Place the cursor in the Organization Code field and press F5 to create a new organization code.
    1. Enter an organization code ID using the format P-01… P-XX, where XX is the number of your production department.
    2. In the Org Name field, enter the following description: Production Department XX.
    3. Connect the new organization code to the Department organization level.
    4. Change the Valid From date to 01/01/2001.
    5. Connect the new organization code to Cost Center 410, or as specified by the instructor.
  4. If you cannot see your new organization code, right-click and then click Refresh Node.
  5. Drag your new organization code from the Manufacturing department to below the Production department (organization code B-MFG-1). Refresh Node and view the new structure.

Note: You can also view the changes in the organization structure in the Organization Structure window.