Developing and Deploying Siebel Business Applications > Installing Software, Adding Users, and Creating the Company Structure > Process of Creating the Company Structure >

Creating an Organization


This task is a step in Process of Creating the Company Structure.

Creating an organization is optional. If you do not create an organization, then Siebel CRM automatically assigns objects to a default organization. For the NREC example, you create one parent organization for NREC and then a child organization for each partner real estate agency. This structure lets NREC logically group different user groups and partition data.

To create an organization

  1. Navigate to the Administration - Group screen, and then the Organizations view.
  2. Add a new record using values from the following table.
    Field
    Description

    Name

    Enter NREC Organization.

    This value must be a unique name for the organization. To provide a visual clue, it is recommended that you include the word organization in the name.

    Siebel CRM automatically creates a division when you create an organization. For example, when you create the NREC Organization, Siebel CRM automatically creates the NREC division. Note that you cannot delete an organization that you create.

  3. Examine the division that Siebel CRM created for your organization:
    1. Click the Internal Divisions tab.
    2. In the Divisions list, click Query, enter NREC Organization in the Division Name field, and then click Go.

      You created NREC Organization in Step 1.

    3. Examine the values defined for the division.

      A division belongs to an organization. It stores addresses, maintains default currencies, and defines the country of operation. A Siebel application must include at least one division. NREC only requires one division.

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