1. Party Configurations User Guide
  2. Configurations
  3. Organization Maintenance

1.8 Organization Maintenance

This topic describes the systematic instructions to initate and view the Organization maintenance.

Organization Maintenance functionality allows user to add, delete and modify Organizations Codes and respective description of the Organization.

Initiate Organization Maintenance

  1. On Home screen, click Party Services. Under Party Services, click Maintenance.
  2. Under Maintenance, click Organization. Under Organization, click Create Organization.
    The Create Organization screen displays.

    Figure 1-14 Create Organization


    Description of Figure 1-14 follows
    Description of "Figure 1-14 Create Organization"

  3. On Create Organization screen, specify the following attributes.
    For more information on fields, refer to the field description table.

    Table 1-9 Create Organization - Field Description

    Field Description
    Organization Code Specify the specific Organization code, which can be selected during Party onboarding and amendment process.
    Organization Description Specify the name of the organization.
  4. Click Save to save the Organization code.

View Organization Maintenance

Once the record is authorized by the checker, the user can view the Entity Maintenance.

  1. On Home screen, click Party Services. Under Party Services, click Maintenance.
  2. Under Maintenance, click Organization. Under Organization, click View Organization.
    The View Organization screen displays.

    Figure 1-15 View Organization


    Description of Figure 1-15 follows
    Description of "Figure 1-15 View Organization"

    Note:

    A records can be rejected by the authorizer for certain reasons. In such cases, the maintenance will be available to maker for updates and subsequent approval by the authorizer. For more information, refer to Getting Started User Guide.