Chapter x – Organization Setup
Maintain Organization Parameters
This section dwells on the Organization Setup business component and its activity Maintain Organization Parameters.
Maintain Organization Parameters – A summary of the activity
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This activity is enabled to manage business transactions between related/group/sister concerns. The relationship between such companies are established in this activity and account postings for the same are controlled/enabled through process parameters defined for specific trading type.
Applicable Relations: Under this, the user identifies the companies and establishes the trading relationship among them for transacting business.
Set Options Under this, the user can set/enable automatic accounting/posting for the group company on whose behalf the transacting company (another group company) conducts business.
Maintaining options for partner transactions
Ø Select the “Maintain Organization Parameters” link under the Organization Setup component.
The “Maintain Options for Partner Transactions” page appears.
Ø Select the “Application Relations” tab to define trade relations between transacting and group companies
Ø Select the “Set Options” tab to define values for process parameters
Ø Click the “Save” pushbutton.
Recording “Application Relations” tab.
Ø Select the “Application Relations” tab.
Ø Enter the following in the multiline:
Defn. for – Company |
Use the drop-own list box to select the code of the transacting company (another group company) that conducts trade on behalf of another group company. |
Defn. for – Partner ID |
The system-generated partner ID for the transacting company (another group company) that executes transactions on behalf of another group companies. Note: The partner ID uniquely identifies an installation / site of the company, if the company has operational bases in multiple locations. |
Transacting with – Company |
Use the drop-down list box to select the code of the group company on whose behalf transactions are executed by the transacting company. |
Transacting with – Partner ID |
The system-generated partner ID of the transacting company. Note: The partner ID uniquely identifies a specific installation / site of the company, if the company has operational bases in multiple locations. |
Options |
The type of trading that the transacting company conducts on behalf of the group company. |
Setting process parameters for trading option
Ø Select the “Set Options” tab.
Ø In the “Search by” group box, specify following criteria to retrieve process parameters for which you want to set a value.
Defn. for – Company |
To retrieve process parameters associated with a specific transacting company, use the first drop-down list box to select the company identification reference. The drop-down list box displays Company Code and Partner ID. In the next drop-down list box, enter code or partner ID of the transacting company. |
Transacting with |
To retrieve process parameters associated with the group company on whose behalf the transacting company conducts trade; use the first drop-down list box to select the group company identification reference. The drop-down list box displays Company Code and Partner ID. In the next drop-down list box, enter code or partner ID of the group company. |
Option Category |
To retrieve process parameters relevant to a specific trading type, use the drop-down list box to select the trading type. The drop-down list box displays Related Company – Customer and Related Company – Supplier. |
Ø Click the “Search” pushbutton.
The multiline displays the following details of the records retrieved by the search.
Defn. for – Company |
The company code of the transacting company. |
Defn. for – Partner ID |
The partner ID of the transacting company. |
Transacting with – Company |
The company code of the group company on whose behalf the transacting company conducts trade. |
Transacting with – Partner ID |
The part ID of the group company on whose behalf the transacting company conducts trade. |
Process Parameter |
The process parameters defined for the selected ‘Defn. for – Company’ and ‘Transacting with – Company’. |
Permitted Values |
The permitted values for the process parameter. |
Ø Enter the following:
Value |
The value defined for the process parameter. |
The multiline displays the following:
Status |
The status indicating whether process parameter is defined or not. The system displays “Defined” or Not Defined”. |
Error Message |
An error message displayed by the system, if the value for the parameter entered by the user is not valid. |
Options Category |
The type of trading that the transacting company conducts on behalf of the group company. Related Company Customer or Related Company Supplier. |
Last Modified by |
The login user that most recently updated the process parameter value. |
Last Modified Date |
The date on which the login user most recently updated the process parameter value. |
Ø Click the “Save” pushbutton.