Organization Detail Field Descriptions
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 – 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.
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.
Approval
Notification Start Time and End time: This shows the normal business
hours that the approval notifications would 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.
Approval
Notification Level 1, 2 and 3: These fields are the e-destinations
of the person to approve the EPO.
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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