System Management
3-6
Issue 1 January 1997
Summary of Procedures (Organization Table)
1.
Select Organization from the Administration menu.
2.
To update entries in:
the Extension level, proceed to step 3.
the Personnel levels, select Personnel and proceed to step 4.
the Cost Center or higher levels, select Cost Center and proceed to step 5.
3.
For a new extension, select Add; otherwise, select the desired extension and use
Edit or Delete, as appropriate.
If Delete is disabled, it means that this entry is in use elsewhere in the database.
Use Edit and select [x] Delete at End of Accounting Period. The default entry
“??????????” may not be deleted.
a.
For additions or edits, complete the dialog box. If you need to make an
association with a Personnel or Cost Center that does not appear in the list
box, you must create it first. Select its button, complete its dialog box, then
return here to select it from the list box.
b.
Select Apply (Reset cancels changes). You may work on another extension
record or use Close to exit.
4.
For a new personnel record, select Add; for changes, select the desired name and
then Edit or Delete, as appropriate.
The default “??????????” name may not be deleted; however, it may be
changed to reflect its function (for example, to “Unassigned”).
When complete, select Apply (Reset cancels changes). You may work on
another personnel entry or use Close to return to the first level.
5.
For a new Cost Center, select Add; for changes, select the desired cost center
and select Edit.
The “Default” entry may not be deleted; however, you may change it to
another name reflecting its function (for example, “Unassigned”).
a.
Complete the dialog box.
If your system includes higher organization levels (for example, Department)
and you need to make an association with an entry that does not appear in the
list box, you must create it first. Select its button, complete its dialog box, then
return here to select it from the list box.
b.
Select Apply (Reset cancels changes). You may work on another cost center
record or use Close to return to the prior level.
See Site
Selection in
Chapter 8.
