Organizations

Purpose: Use the Organization screen to work with the default organization, or to create or work with additional organizations.

Setting preferences for an organization: Use the Organizations and Preferences screen in Classic View to advance to the screens you use to work with Order Orchestration, Drop Ship, or Store Connect preferences.

How to display this screen: Select Organizations from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Organization and Preferences authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
create a new organization	Select Add from the Actions menu or select the Add icon () to open the Add Organization window. Enter the description of the organization in the Organization Description field. The description can be from 1 to 35 positions long, and can include spaces and special characters. Enter the organization code in the Organization Code field. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Order Orchestration. Complete any additional optional fields. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below. Select OK or press enter to create the organization, or select Save and Add Another to continue creating organizations. Note: If you want to enter or change any data for a new organization immediately after you create it, you may need to advance to Classic View, and then return to Modern View and select the Organizations option again in order to update the new organization.
search for an organization	The existing organizations are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching organizations: Optionally, enter a full or partial organization description in the Organization Description field. When you tab through this field, the displayed organizations are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `1`, the organizations with descriptions starting with 123 or 157 are displayed. Optionally, enter a full or partial code in the Organization Code field. When you tab through this field, the displayed organizations are limited to those whose codes start with your entry, but that don’t need to match completely. Sort displayed organizations: You can also sort the displayed organizations by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an organization	Highlight a displayed organization. Select Edit from the Actions menu or click the Edit icon () to open the Edit Organization window. You can edit any fields except the Organization Code. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields. Select OK or press enter to save your changes.
view an organization	Highlight a displayed organization. Select View from the Actions menu or click the View icon () to open the View Organization window. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields.
delete an organization	Highlight a displayed organization. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the organization. Note: You cannot delete an organization that has an existing system defined. Also, you can not delete the only existing organization in Order Orchestration.

Fields at the Organizations screen

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.
Organization Code	The code identifying the organization. Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Field

Description

Organization Description

The description can be from 1 to 35 positions long, and can include spaces and special characters.

Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.

Organization Code

The code identifying the organization.

Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Fields at the Add Organization, Edit Organization, and View Organization Windows

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Required at the Add Organization and Edit Organization screen.
Organization Code	The code identifying the organization. Up to 10 positions. Required at the Add Organization screen; otherwise, display-only.
Locale	The language to use for the system-generated emails, reports, and forms listed below. The locale also defines the data formats used on reports and emails. Order Orchestration emails: The organization locale controls the format of information in the following system-generated emails: Incremental Inventory Import Status Email Polling Status Email Supplier Direct Fulfillment emails: The organization locale is used to format the following emails generated through the Supplier Direct Fulfillment module: Change notification emails to retailer Shipment or invoice upload error notification email to retailer Out-of-balance invoice notification email to retailer Emails to the vendor use the vendor’s language and data formats. Store Connect Emails: The organization locale determines the formats to use on all emails generated through Store Connect. Forms: The organization locale determines the formats to used on forms generated by the vendor in Supplier Direct Fulfillment, or by the associate through Store Connect. Reports: The organization locale determines the formats to use on generated reports. Settings that are not defined at the organization level: The locale defined for the organization does not control the language displayed on screens, which is defined by the locale appended to the URL (for example, `?locale=fr`). Also, the locale defined for the organization does not control the date, time, or number formats displayed on screens, which are controlled by the Data Formats defined for the user, store associate, or vendor. See the Users or New Vendor screens for more information. See Valid Locales and Associated Data Formats, below, for a list of valid locales and the data formats applied to reports and emails. Defaults to United States-English. Required.
Organization Address
Address Line 1 through Address Line 4	The organization’s address. Up to 50 positions per line. Optional.
Suite	The organization’s suite number. Up to 9 positions. Optional.
City	The organization’s city. Up to 35 positions. Optional.
State/Province	The organization’s state or province code. Up to 3 positions. Optional.
Postal Code	The organization’s zip or postal code. Up to 10 positions. Optional.
Country	The organization’s country code. 3 positions. Optional.
Phone	The organization’s phone number. Optional.
Fax	The organization’s fax number. Optional.
Return Address
Address Line 1 through Address Line 4	The organization’s return address. Up to 50 positions per line. Optional.
Suite	The suite number for the return address. Up to 9 positions. Optional.
City	The city for the return address. Up to 35 positions. Optional.
State/Province	The state or province code for the return address. Up to 3 positions. Optional.
Postal Code	The zip or postal code for the return address. Up to 10 positions. Optional.
Country	The country code for the return address. 3 positions. Optional.
Phone	The phone number for the return address. Optional.

Valid Locales and Associated Data Formats

Locale Code	Locale Description	Default Date Format	Default Time Format	Default Thousands separator	Default Decimal separator
zh-CN	Chinese-China	YYYY/MM/DD	AM/PM	Comma	Period
zh-SG	Chinese-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
zh-HK	Chinese-Hong Kong	DD/MM/YYYY	AM/PM	Comma	Period
zh-TW	Chinese-Taiwan	YYYY/MM/DD	AM/PM	Comma	Period
nl-BE	Dutch-Belgium	DD/MM/YYYY	24 Hour	Period	Comma
nl-NL	Dutch-Netherlands	DD-MM-YYYY	24 Hour	Period	Comma
en-AU	English-Australia	DD/MM/YYYY	AM/PM	Comma	Period
en-CA	English-Canada	YYYY-MM-DD	AM/PM	Comma	Period
en-IN	English-India	DD/MM/YYYY	AM/PM	Comma	Period
en-IE	English-Ireland	DD/MM/YYYY	24 Hour	Comma	Period
en-MT	English-Malta	DD/MM/YYYY	24 Hour	Comma	Period
en-NZ	English-New Zealand	DD/MM/YYYY	AM/PM	Comma	Period
en-PH	English-Philippines	DD/MM/YYYY	AM/PM	Comma	Period
en-SG	English-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
en-ZA	English-South Africa	YYYY/MM/DD	24 Hour	Space	Comma
en-GB	English-United Kingdom	DD/MM/YYYY	24 Hour	Comma	Period
en-US	English-United States	MM/DD/YYYY	AM/PM	Comma	Period
fr-BE	French-Belgium	DD/MM/YYYY	24 Hour	Space	Comma
fr-CA	French-Canada	YYYY-MM-DD	24 Hour	Space	Comma
fr-FR	French-France	DD/MM/YYYY	24 Hour	Space	Comma
fr-LU	French-Luxembourg	DD/MM/YYYY	24 Hour	Period	Comma
fr-CH	French-Switzerland	DD.MM.YYYY	24 Hour	Space	Comma
de-AT	German-Austria	DD.MM.YYYY	24 Hour	Space	Comma
de-DE	German-Germany	DD.MM.YYYY	24 Hour	Period	Comma
de-LU	German-Luxembourg	DD.MM.YYYY	24 Hour	Period	Comma
de-CH	German-Switzerland	DD.MM.YYYY	24 hour	Apostrophe	Period
it-IT	Italian-Italy	DD/MM/YYYY	24 Hour	Period	Comma
it-CH	Italian-Switzerland	DD.MM.YYYY	24 Hour	Apostrophe	Period
ja-JP	Japanese-Japan	YYYY/MM/DD	24 Hour	Comma	Period
pt-BR	Portuguese-Brazil	DD/MM/YYYY	24 Hour	Period	Comma
pt-PT	Portuguese-Portugal	DD/MM/YYYY	24 Hour	Space	Comma
ru-RU	Russian-Russia	DD.MM.YYYY	24 Hour	Space	Comma
es-AR	Spanish-Argentina	DD/MM/YYYY	24 Hour	Period	Comma
es-BO	Spanish-Bolivia	DD/MM/YYYY	24 Hour	Period	Comma
es-CL	Spanish-Chile	DD-MM-YYYY	24 Hour	Period	Comma
es-CO	Spanish-Colombia	DD/MM/YYYY	AM/PM	Period	Comma
es-CR	Spanish-Costa Rica	DD/MM/YYYY	24 Hour	Space	Comma
es-DO	Spanish-Dominican Republic	DD/MM/YYYY	AM/PM	Comma	Period
es-EC	Spanish-Ecuador	DD/MM/YYYY	24 Hour	Period	Comma
es-SV	Spanish-El Salvador	DD/MM/YYYY	24 Hour	Comma	Period
es-GT	Spanish-Guatemala	DD/MM/YYYY	24 Hour	Comma	Period
es-HN	Spanish-Honduras	DD/MM/YYYY	24 Hour	Comma	Period
es-MX	Spanish-Mexico	DD/MM/YYYY	24 Hour	Comma	Period
es-NI	Spanish-Nicaragua	DD/MM/YYYY	24 Hour	Comma	Period
es-PA	Spanish-Panama	MM/DD/YYYY	AM/PM	Comma	Period
es-PY	Spanish-Paraguay	DD/MM/YYYY	24 Hour	Period	Comma
es-PE	Spanish-Peru	DD/MM/YYYY	24 Hour	Comma	Period
es-PR	Spanish-Puerto Rico	MM/DD/YYYY	AM/PM	Comma	Period
es-ES	Spanish-Spain	DD/MM/YYYY	24 Hour	Period	Comma
es-US	Spanish-United States	DD/MM/YYYY	AM/PM	Comma	Period
es-UY	Spanish-Uruguay	DD/MM/YYYY	24 Hour	Period	Comma
es-VE	Spanish-Venezuela	DD/MM/YYYY	AM/PM	Period	Comma
sv-SE	Swedish-Sweden	YYYY-MM-DD	24 Hour	Space	Comma