The Organizations tab opens by default when you select the Master Data option of the Rural Sourcing Management Web interface. Use this tab to edit existing organizations and add new organizations.
Context
The current structural organization list is displayed on the Organization tab. To edit the details of an existing organization, select it from the list and click Edit to make any necessary changes on the Edit Organizations Details screen.
To create a new organization, take the following steps.
Procedure
- Click in the first column of the Organization Name table to enable the Add and Edit buttons.
- Click Add.
The New/Edit Organizations screen displays.
- Complete the applicable fields for the new organization. Only the Parent Organization, Name, and Code are required.
- Parent organization - select from the drop-down list
- Type - this field is automatically populated based on your initial master data input
- Name - this is the name of the organization
- Code
- Phone number
- E-mail
- Longitude
- Latitude
- Set the Operation Status. The default is Active, indicated by the green check mark. To make the person Inactive, slide the Operation Status selector to the left to see the red "x".
- Click Save to create the new organization or click Cancel to leave the New Organization Details screen without saving your changes
Results
The organization you added should now be displayed on the organization list. If you do not see the new organization in the list, click the
Refresh icon to update the list.