This tab is displayed after creating a new organization via the Create New Organization window.

The following fields are available when configuring your organization that is based on a template or another organization.

Organization Name

A unique name for the organization. This name may differ from the name in the ERP system.

This setting is mandatory when creating an organization and is disabled when editing an organization.

Description

Provide any important details about the organization.

This setting is optional, but recommended.

Organization Group

Select the name of the Organization Group that determines the Invoice Processing permissions for this organization. This group must exist before creating an organization.

This setting is mandatory.

Capture Profile

This setting is available only after an organization is created.

When an organization is created, a capture profile with the same name as the organization is created automatically. You can edit the settings for that profile in Settings > IP Configuration > Global settings > Capture Profile Settings.

If you do now wish to use this new capture profile, you can select a different profile from the list and then remove the new capture profile.

Export Profile

This setting is available only after an organization is created.

When an organization is created, an export profile with the same name as the organization is created automatically. You can edit the settings for that profile in Settings > IP Configuration > Global Settings > Export Profile Settings.

If you would prefer to use a different export profile, select it from the list. Optionally remove the new export profile.

Instruction Profile

Select the name of the instruction profile that you are using for this organization. This profile must exist before creating an organization. Otherwise, select the default profile and edit this organization once the instruction profile is created.

This profile is configured in Settings > IP Configuration > Capture Profiles > Instruction Settings

This setting is mandatory.

Vendor Partition

Select the vendor partition that you are using for this organization. If the vendor partition that you want is not listed, you can click New to create a vendor partition automatically, with the same name as the organization.

The vendor partitions are configured in Settings > IP Configuration > Global Settings > Partition Settings > Vendor Partition tab

This setting is mandatory.

Employee Partition

Select the employee partition that you are using for this organization. If the employee partition that you want is not listed, you can click New to create an employee partition automatically, with the same name as the organization you are creating.

The employee partitions are configured in Settings > IP Configuration > Global Settings > Partition Settings > Employee Partition tab

This setting is mandatory.

PO Partition

Select the purchase order partition that you are using for this organization. If the PO partition that you want is not listed, you can click New to create a PO partition automatically, with the same name as the organization you are creating.

The values in this list are configured in Settings > IP Configuration > Global Settings > Partition Settings > PO Number Partition tab

This setting is available after an organization is created only. Also, this option is available for an organization created using the Generic template only.

Tax Partition

Select the tax partition that you are using for this organization. If the tax partition that you want is not listed, you can click New to create a tax partition automatically, with the same name as the organization you are creating.

The values in this list are configured in Settings > IP Configuration > Global Settings > Partition Settings > Tax Partition tab

This setting is available after an organization is created only. Also, this option is available for an organization created using the Generic template only.

Force Validation

Select this option if you want to force all invoices that are from this organization to be sent to the invoice processing Validation activity.

This option is cleared by default.

Bypass Validation For Valid Documents

Select this option to make any invoices from this organization bypass the Invoice Processing Validation activity if the invoice is valid.

This option is cleared by default.

ERP Connection

Select the ERP connection from the list. If the ERP connection that you want is not listed, you can click New to create a new ERP connection automatically, with the same name as the organization you are creating.

Note If you create a new ERP connection, that connection is configured so that the Start Data Load From date is set to the current date. Also, the Use Default Null Values For Data Import option is selected by default.

If necessary, edit the newly created ERP connection so that its settings match the requirements for the organization.

This setting is mandatory. This option is available for organizations created using the following templates. This includes using an existing organization created using one of these templates.

• Generic with agnostic ERP

• PeopleSoft integration

• Lawson integration

• DAX integration

Use AP Workflow

If selected, invoices from this organization are sent to the AP Agility workflow and processed accordingly. Additionally, several business unit fields related to the AP Agility workflow are available as well as the Organizations - Field Configuration tab. These additional settings enable you to further configure the AP Agility workflow.

This option is cleared by default.

Active

Select to activate this organization.

This option is selected by default.

ERP Organization ID

The ID that the ERP system uses to identify the organization.

This setting is mandatory. This option is available for the following templates. This includes using an existing organization created using one of these templates.

• Generic with agnostic ERP

• PeopleSoft integration

• Lawson integration

• DAX integration

ERP Organization Name

The organization name used in the ERP system.

This setting is mandatory. This option is available for the following templates. This includes using an existing organization created using one of these templates.

• Generic with agnostic ERP

• PeopleSoft integration

• Lawson integration

• DAX integration

GL Coding Structure

The name of the GL Coding Structure that you want users to see for this organization, when they code an invoice. If the GL Account Structure that you want to use is not listed, you can click New to create a new GL Coding Structure automatically, with the same name as the organization you are creating.

After the organization is created, it is still necessary to edit the newly created GL Account Structures.

This option is available only when the Use AP Workflow option is selected above.

Depending on whether you are adding a new organization or editing an existing organization, the buttons at the bottom of the form can differ. The possible buttons are as follows.

Create Organization

Adds a new organization to the Organizations table.

If the Use AP Workflow option is selected, Organizations - Field Configuration tab is added.

A message is displayed to indicate a successful save or an error message is displayed so that you can make the necessary changes and then try again.

Save

Saves your changes for the existing organization.

A message is displayed to indicate a successful update or an error message is displayed so that you can make the necessary changes and then try again.

In addition to the above buttons is the following button.

Close

Closes the tab and returns to the Organizations table. Any changes that are not saved or updated are lost.