Organization Detail - Summary
Tab Fields
Org
Number: Unique number assigned to this organization
Org Name:
Organization Name
Parent Org:
Upon setup in BuildPro, a default ”top-level” organization
is assigned to you called ”YourCompanyName &endash; Org.”
If you are viewing an existing organization, this field shows your parent
org and cannot be changed. To add a child organization, select the parent
organization in which the child organization is assigned.
Org Type:
Division, Region, or Other
Contact
Name: Point of contact for this organization
Email Address:
Email address for the contact person
Phone Number:
Phone number for the contact person
Fax Number:
Fax number for the contact person.
Billing Address
Address:
Street address where invoices should be sent
City: City
where invoices should be sent
State: State
where invoices should be sent
Postal Code:
ZIP code where invoices should be sent
Shipping Address
Address:
Street address where items should be sent
City: City
where items should be sent
State: State
where items should be sent
Postal Code:
ZIP code where items
Authorization Information
EPO Authority
Amount: Shows the dollar amount of approval authority for the organization
Warning:
This determines whether the user gets a
warning when going over the limit of an EPO. If checked, the user only
gets a warning and the EPO is sent to the vendor without approval.
Locked:
If Locked
is selected, it will not allow the EPO to be sent to the vendor without
approval.
Approval
Notification Time Limit: This reflects the time between notices
sent to the first, second, and third levels of approval. After all three
levels have been notified once, an email is sent to all three levels every
hour during the selected hours until the EPO is approved.
Approval
Notification Start Time and End time: This shows the hours that
the approval notifications will run. For example: if an EPO is sent for
approval at 4:30 p.m. and the start and end time are set for 8:00 a.m.
and 5:00 p.m. and the time limit is set for 1 hour, the first notification
is sent out immediately, but the second would not be sent until 8:00 a.m.
the next morning. These notifications are sent out regardless of weekends
or week days.
Approval
Notification Level 1, 2 and 3: These fields are the e-destinations
of the person(s) that must approve the EPO. The first email is sent to
Level 1, the second email is sent to Levels 1 and 2, the third email is
sent to Levels 1, 2, and 3. After all three levels have been notified
once, an email is sent to all three levels every hour during the selected
hours until the EPO is approved.
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If a subdivision does not
have approval notification settings selected, the division's approval
notification settings will be used to send approval emails. |
Defect
Management
Use Position
or Defect # for Defect Entry: Choose whether a user entering a
new defect uses Position or Defect #. See the Corporate
K.B. Position page or the Division
K.B. Position page for more information.
Legal Information
Legal Text
for PO Format: Enter legal text in this field, and it will appear
in the Legal Information section of the PO formatter. Only users with
certain PO formatters and with division-level access will see this section.
Legal Text
for WA Format: Enter legal text in this field, and it will appear
the Legal Information section on the EPO
Work Authorization formatter. This text box will only appear if the
Work Authorization Functionality module is turned on and if the organization
is a division-level org.
Vendor Loading
Maximum
Days for Alert: This field is used for calculating when to
notify you in case of an overload condition . This is defined from the
current date through the current date plus the maximum days parameter.
The default is 0 days, which will not show any alerts on the home page.
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