OrgAndPreferences

Organizations and Preferences

Purpose: Use the Organizations and Preferences screen to review or work with organizations and to advance to the Preferences, Drop Ship Preferences, or Store Connect Preferences screen for an organization.

What is an organization? The highest level of the Locate data hierarchy, an organization includes the systems and products that can integrate with each other for the purposes of locate items searches. If there is more than one organization within Locate, searches do not cross from one organization to another.

Location relationships: See Organization, System, and Location for an overview of the relationships among Locate elements, including organizations.

How are organizations created? You need to create each organization as part of Setting Up Data for the Order Broker Module.

In this topic:

• Options at this screen

• Fields at this screen

How to display this screen: Select Organizations and Preferences from the Home Screen or from the Locations Menu.

Note: Only users with Organization and Preferences authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
create a new organization	1. Enter the organization code in the Organization field. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Locate. 2. Enter the name for the organization in the Name field. The name can be from 1 to 35 positions long, and can include spaces and special characters. 3. Click NEW. If: • the organization already exists, Locate clears your entries from the screen and positions the results fields to the existing organization. • you did not enter a Name, or if your entry exceeded 35 positions, Locate displays an error message. • the organization was created successfully, it is displayed below in the results.
search for an organization	Use one or both of the fields at the top of the screen to restrict the search results to matching organizations: • Enter a full or partial organization code in the Organization field to restrict your results to organizations starting with your entry. • Enter a full or partial name in the Name field to restrict your results to organizations whose names contain your entry. • Click SEARCH.
work with Order Broker preferences	Available if Use Order Broker is selected at the Tenant screen. Click the Order Broker Preferences icon () for an organization to advance to the Preferences screen, where you can work with Order Broker settings and other controls available at the organization, location type, or location level.
work with Drop Ship (Supplier Direct Fulfillment) preferences	Available if Use Vendor Portal is selected at the Tenant screen. Click the Drop Ship Preferences icon () for an organization to advance to the Drop Ship Preferences screen, where you can work with Supplier Direct Fulfillment preferences related to the Vendor Portal and related emails.
work with Store Connect preferences	Available if Use Store Connect is selected at the Tenant screen. Click the Click the Store Connect Preferences icon () for an organization to advance to the Store Connect Preferences screen, where you can work with preferences related to the Store Connect module. Note: The Store Connect Preferences screen is available only if you have flagged a system as the Store Connect Default. See the Systems screen or Setting Up Data for the Store Connect Module for more information.
change the name of an organization	Select the edit icon () to open the Organization window.
delete an organization	Select the delete icon () next to an organization to delete the organization from Locate. This option is available only if there is not an existing system for the organization.

Fields at this screen

Field	Description
Search/new fields:
Organization	See organization. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Locate. Required to create an organization.
Name	The name of an organization. The name can be from 1 to 35 positions long and can include spaces and special characters. Required to create an organization.
Results fields:
Organization	See organization.
Name	The name of an organization. Display-only. To change the name, click the edit icon () to open the Organization window.
System	The default system for the organization. Display-only.
Order Broker Preferences	Click the Order Broker Preferences icon () for an organization to advance to the Preferences screen, where you can work with Order Broker settings and other controls available at the organization, location type, or location level.
Drop Ship Preferences	Click the Drop Ship Preferences icon () for an organization to advance to the Drop Ship Preferences screen, where you can work with Supplier Direct Fulfillment preferences related to the Vendor Portal and related emails.
Store Connect Preferences	Click the Store Connect Preferences icon () for an organization to advance to the Store Connect Preferences screen, where you can work with preferences related to the Store Connect module. Note: The Store Connect Preferences screen is available only if you have flagged a system as the Store Connect Default. See the Systems screen or Setting Up Data for the Store Connect Module for more information.
Edit	Click the edit icon () to open the Organization window, where you can change the organization name.
Delete	Click the delete icon () next to an organization to delete the organization from Locate. This option is available only if there is not an existing system for the organization.

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