Entering Organization Classifications

To determine the purpose and use of each organization you create, you give it one or more classifications. The setup information you enter for an organization depends in large part on its classification.

See: Organization Classifications

Note: If you classify an organization as a business group, it is not reversible.

arrow icon   To enter organization classifications:

  1. Enter the classification for your organization in the Name field.

  2. Enable the classification by checking the Enable box. This allows you to use and enter the essential additional information for your organization.

  3. Save the classification details.

  4. You can either enter additional information for the classification type or enter another classification.

    Note: Save each classification after entering and enabling it.