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.