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You are viewing an old revision of this post, from June 7, 2021 @ 10:28:49. See below for differences between this version and the current revision.

Organization - Organization Unit

  Path: Admin>Master >Organization >OrganizationUnit Organizations have several Organization Units (OU) and This screen is used to create different organization units .and various information like its branch, company, division, etc., can be entered here.
  1. Code: Enter the code of the organization unit.
  2. Name: Enter the name of the organization unit.
  3. Short Name: Enter a short name for the organization unit.
  4. Company: Select the company name from the picklist.

5. Branch: Select the branch of the OU from the picklist.

6. Division: Select the division of the OU from the picklist.

7. Currency: Select the currency used in the Organization unit.

8. Calendar: Select the created calendar name from the picklist. Based on locations, the calendar may differ, each with its own holidays, weekly offs, etc.

9. Logo 1: Select the logo for the organization unit.

10. Click the Choose File button to select the logo file.

11. Logo 2: Select additional logo if required.

12. Display Name: Enter the display name of the organization unit.

13. Period Group: Select the appropriate radio button of the periods.

14. BONUSPER: Enter the value of BONUSPER.

15. Click the Save button.

16. Wait till the message pops up on the screen  to confirm that the calendar is connected with the organization.

 

Revision Differences

June 7, 2021 @ 10:28:49Current Revision
Title
Deleted: Organization - Organization UnitAdded: Organisation Unit
Content
 Added:  
Deleted: <strong>Path: Administration-Master- Organization - OrganizationUnit</strong> Added: <strong>Path: Admin&gt;Master &gt;Organization &gt;OrganizationUnit</strong>
Deleted: Organizations have several Organization Units (OU) and information like its branch, company, division, etc., can be entered here. Added: Organizations have several Organization Units (OU) and This screen is used to create different organization units .and various information like its branch, company, division, etc., can be entered here.
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/organization- unit_01.png"><img class="alignnone size-full wp-image-13529" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/organization- unit_01.png" alt="" width="1166" height="550" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/organization- unit_01.png"><img class="alignnone size-full wp-image-13529" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/organization- unit_01.png" alt="" width="1166" height="550" /></a>
Unchanged: <ol>Unchanged: <ol>
Unchanged: <li><strong>Code:</strong> Enter the code of the organization unit.</li>Unchanged: <li><strong>Code:</strong> Enter the code of the organization unit.</li>
Unchanged: <li><strong>Name:</strong> Enter the name of the organization unit.</li>Unchanged: <li><strong>Name:</strong> Enter the name of the organization unit.</li>
Deleted: <li><strong>Short Name:</strong> Enter the short name of the organization unit.</li> Added: <li><strong>Short Name:</strong> Enter a short name for the organization unit.</li>
Unchanged: <li><strong>Company: </strong>Select the company name from the picklist.</li>Unchanged: <li><strong>Company: </strong>Select the company name from the picklist.</li>
Unchanged: </ol>Unchanged: </ol>
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/01/organization- unit_02.png"><img class="alignnone size-full wp-image-13534" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/01/organization- unit_02.png" alt="" width="337" height="141" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/01/organization- unit_02.png"><img class="alignnone size-full wp-image-13534" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/01/organization- unit_02.png" alt="" width="337" height="141" /></a>
Unchanged: <p style="padding-left: 30px;">5. <strong>Branch:</strong> Select the branch of the OU from the picklist.</p>Unchanged: <p style="padding-left: 30px;">5. <strong>Branch:</strong> Select the branch of the OU from the picklist.</p>
Unchanged: <p style="padding-left: 30px;">6. <strong>Division</strong>: Select the division of the OU from the picklist.</p>Unchanged: <p style="padding-left: 30px;">6. <strong>Division</strong>: Select the division of the OU from the picklist.</p>
Unchanged: <p style="padding-left: 30px;">7. <strong>Currency</strong>: Select the currency used in the Organization unit.</p>Unchanged: <p style="padding-left: 30px;">7. <strong>Currency</strong>: Select the currency used in the Organization unit.</p>
Unchanged: <p style="padding-left: 30px;">8. <strong>Calendar</strong>: Select the created calendar name from the picklist. Based on locations, the calendar may differ, each with its own holidays, weekly offs, etc.</p>Unchanged: <p style="padding-left: 30px;">8. <strong>Calendar</strong>: Select the created calendar name from the picklist. Based on locations, the calendar may differ, each with its own holidays, weekly offs, etc.</p>
Unchanged: <p style="padding-left: 30px;">9. <strong>Logo</strong> <strong>1</strong>: Select the logo for the organization unit.</p>Unchanged: <p style="padding-left: 30px;">9. <strong>Logo</strong> <strong>1</strong>: Select the logo for the organization unit.</p>
Unchanged: <p style="padding-left: 30px;">10. Click the <strong>Choose File</strong> button to select the logo file.</p>Unchanged: <p style="padding-left: 30px;">10. Click the <strong>Choose File</strong> button to select the logo file.</p>
Unchanged: <p style="padding-left: 30px;">11. <strong>Logo 2</strong>: Select additional logo if required.</p>Unchanged: <p style="padding-left: 30px;">11. <strong>Logo 2</strong>: Select additional logo if required.</p>
Unchanged: <p style="padding-left: 30px;">12. <strong>Display</strong> <strong>Name</strong>: Enter the display name of the organization unit.</p>Unchanged: <p style="padding-left: 30px;">12. <strong>Display</strong> <strong>Name</strong>: Enter the display name of the organization unit.</p>
Unchanged: <p style="padding-left: 30px;">13. <strong>Period</strong> <strong>Group</strong>: Select the appropriate radio button of the periods.</p>Unchanged: <p style="padding-left: 30px;">13. <strong>Period</strong> <strong>Group</strong>: Select the appropriate radio button of the periods.</p>
Unchanged: <p style="padding-left: 30px;">14. <strong>BONUSPER</strong>: Enter the value of BONUSPER.</p>Unchanged: <p style="padding-left: 30px;">14. <strong>BONUSPER</strong>: Enter the value of BONUSPER.</p>
Unchanged: <p style="padding-left: 30px;">15. Click the <strong>Save</strong> button.</p>Unchanged: <p style="padding-left: 30px;">15. Click the <strong>Save</strong> button.</p>
Deleted: <p style="padding-left: 30px;">16. The popup will appear on the screen with a successful message to confirm that the calendar is connected with the organization.</p> Added: <p style="padding-left: 30px;">16. Wait till the message pops up on the screen  to confirm that the calendar is connected with the organization.</p>
Unchanged: &nbsp;Unchanged: &nbsp;
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Calendar_ 03.png"><img class="alignnone size-full wp-image-13525" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Calendar_03.png" alt="" width="486" height="64" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Calendar_ 03.png"><img class="alignnone size-full wp-image-13525" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Calendar_03.png" alt="" width="486" height="64" /></a>

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