Defining Organizational Units

Organizational Units provide a mechanism to assign a hierarchical organizational unit structure to profiles and reconciliations. They provide value in filtering, reporting, transaction matching, and are the means by which holiday rules are applied to profiles. The procedure to add an organization describes how to add a unique organization and associate with certain metadata (such as calendars, viewers, etc.)

Note:

You can create an organizational unit using the same name that you used earlier and deleted. Any objects that were previously linked to the deleted object will be associated with the new object.

Add an Organization

To add an organization:

  1. From Home, click Application, then click Configuration, and then select the Organizations tab.
  2. Select the Organizational Units tab.
  3. Expand the hierarchy to the location to which you want to add a child or sibling.
  4. Click Add Child or Add Sibling, as required. The Properties tab is opened..
  5. On the Properties tab, enter the following informatiion:
    • Name

      Mandatory, cannot exceed 50 characters, and the name does not need to be unique. Administrators can change the name anytime.

    • Organizational Unit ID

      A unique ID used to identify the transaction for Migration purposes. Organizational Unit ID is mandatory and cannot be changed after an organizational unit is set.

    • Calendar

      Enables administrators to associate an organizational unit with a Period calendar. Selection of a Calendar is optional; if it is not selected, the organizational unit will use the Base calendar for each period.

      Administrators can change the calendar associated with an organizational unit. However, that change will be conditional. For example, if the calendar is changed such that the current period is no longer a monthly period, then existing monthly reconciliations will remain in the period, even though that frequency no longer matches the frequency of the calendar associated with the organizational unit. Reconciliations are unaffected by changes to the period start date, end date, and close date as a result of a change in the ARM calendar assigned to the organizational unit.

    • Parent Organization

      Enables Administrators to change the hierarchy.

    • Description

      Optional.

    • Holiday Rule

      Optional. Determines which list of holidays applies to the organizational unit.

      Note:

      Setting up a holiday rule is required if you want to use a Business Calendar instead of a base calendar when working with date tolerance ranges for matching transactions in Transaction Matching.
    • Work Days

      Determines which days of the week are workdays.

      Note:

      Setting up days of the work week for your organization is required if you want to use a Business Calendar instead of a base calendar when working with date tolerance ranges for matching transactions in Transaction Matching.
  6. The Access tab allows administrators to assign viewer and commentator access in a centralized location, rather than having to assign it to each task or reconciliation.

    To select a user:

    1. Select Actions, and then Add (+).
    2. In Select Viewers, enter the First Name and Last Name, or click Search Users icon, select either Users or Teams and then enter the name, or click Search.
    3. In Search Results, select Users or Teams, and add them to the Available column.
    4. Click OK.