Wiki source code of 21.1.2 Organisation Levels
Last modified by Admin User on 2023/06/30 10:27
Hide last authors
| author | version | line-number | content |
|---|---|---|---|
 |
1.1 | 1 | === Organisation Levels === |
| 2 | |||
| 3 | Scroll down the page and assign the user to an organisation level. | ||
| 4 | [[image:PECOS Admin.WebHome@Fig 20.3 - User profile organisation level selection.png||height="90%" width="90%"]] | ||
| 5 | This organisation assignment is **very important** and will determine the following defaults: | ||
| 6 | |||
| 7 | a) From Organisation configuration: | ||
| 8 | |||
| 9 | * Purchase Order prefix | ||
| 10 | * Purchase Order template used | ||
| 11 | * Invoice Address | ||
| 12 | * Postal Address | ||
| 13 | * Default Time Zone and Country / Language (see also User Settings below) | ||
| 14 | * eMail notification message defaults | ||
| 15 | * eMail failure recipients | ||
| 16 | * Available tax treatments | ||
| 17 | * Default VAT treatment | ||
| 18 | * VAT and gross amount display rules | ||
| 19 | * Change order content | ||
| 20 | * Default Catalogue Collection for user defined suppliers | ||
| 21 | * Workflow Calendar and Holidays | ||
| 22 | * Budget policies (when implemented) | ||
| 23 | |||
| 24 | b) From Rule Group configuration: | ||
| 25 | |||
| 26 | * Organisationally defined Business Rule Groups: | ||
| 27 | ** Catalogue access | ||
| 28 | ** Financial tracking code access | ||
| 29 | ** Procurement card access | ||
| 30 | ** Default tax code | ||
| 31 | * Budgets (when implemented) | ||
| 32 | |||
| 33 | c) From Approval configuration: | ||
| 34 | |||
| 35 | * Organisationally defined Approval Rule Group: | ||
| 36 | ** Approval plan use | ||
| 37 | ** Owners of approval roles | ||
| 38 | |||
| 39 | d) From Supplier configuration: | ||
| 40 | |||
| 41 | * Supplier Profile (including override tax codes and matching rules) | ||
| 42 | ** To assign an organisation to a user follow these steps: | ||
| 43 | |||
| 44 | 1. Under ‘Organisation Levels for [Your Instance Name]’, click the **Select Organisation Assignment **button. | ||
| 45 | 1. When the** User Organisation Assignment** sub-window appears, **drill down **through the Organisation Explorer tree. Expand organisation levels by clicking the + symbol by the organisation folder icon. | ||
| 46 | 1. When you see the organisation level to which you want to assign this user, **click on the organisation name**. This organisation then appears in the box below. | ||
| 47 | 1. The user can only be assigned to one organisation level. | ||
| 48 | 1. Click **Finished **when you are done to return to the User Information screen. |