This service tracks information about the organization and its subsidiaries or divisions that are using the Aptify system. This record includes contact information, employees of the organization, subsidiaries, and inter-company general ledger (GL) accounts.
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Top Panel
Name (Required)
Name of the organization.
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Name of the organization’s parent organization, if applicable. The parent organization is considered to be of a higher level within an organizational structure. This field links to the Organizations service.
Accounting Tab
Functional Currency
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When an organization’s phone or fax number changes, the system automatically flows down the information to all linked employees and subsidiaries. The update to the employee’s or subsidiary’s record only occurs if the employee’s or subsidiary’s phone or fax number exactly matches the prior number for the organization.
Main Email
Primary The primary email address for the organization.
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Divisions and Subsidiaries Tab
This These tab displays display organizations that are considered to be divisions or subsidiaries. A division or subsidiary organization links to its parent organization through the Parent field on the Organizations form.
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The Organization tab specifies financial information for the Organizations record and specifies Order Entry Permissions that can apply to the organization’s employees.
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Fed Tax ID
Federal Employer ID for the United States, or equivalent number for International organizations.
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Date of the organization’s fiscal year-end.
Number of Employees
Number The number of employees of in the organization.
Order Entry Permissions Section
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Allows every employee of this organization to select a price from a list for of that product during order entry. Selecting this option overrides settings at the employee level and the product level.
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If selected, this option allows the every employee of this organization to override products that are configured with prerequisites. When an employee has override permissions, a confirmation dialog displays so that an order taker can choose to add the product to the order as needed. See Managing Basic Products for more details.
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