Configuring organizations and sites

You can use the Org and Site Configuration tab in the Quick Configuration application to quickly specify objects, IDs, and descriptions, and enable these for use in Service Requests and other artifacts that reference organizations and sites.

Before you begin

Obtain the values for following parameters before running this configuration:

Property Property Name sample Property Value your actual Property Value
Org ID: sda.org.orgid SDAORG  
Org Description: sda.org.orgdescription SDA Organization  
Site ID: sda.org.siteid SDASITE  
Site Description: sda.org.sitedesc SDA Site  
Base Currency: sda.org.basecurrency USD  
Set ID: sda.org.setid SET1  
Company Set ID: sda.org.compsetid COMSET1  
GL Account: sda.org.clearingacct GLACCT  
Note: The currently logged in user must have the Users setting Can Access Inactive Sites? enabled, or an error might occur when configuring the organization. To verify this setting, go to the Users application (Go To > Security > Users) to view the setting for the current user. For the MAXADMIN user, this setting is enabled by default.For the MAXADMIN and SDADMIN users, this setting is enabled by default.

About this task

You will accomplish the following actions by completing this task:

  • Create the specified objects, IDs, and descriptions and enable these for usage in Service Requests and other artifacts that reference organizations and sites.
  • Configure the structural changes needed in the database in order to store the General Ledger (GL) account code in various artifacts.
CAUTION:
When you create an organization using this procedure, if you have not already created a GL Account, the GL Account Field Definition will be created with these properties:
  • name="GLACCT"
  • length=6
  • type=ALN
  • screen delimiter='-'
  • GL order=0
A GL Account also called "GLACCT" (single component) will be created and assigned to the new created organization. If you do not want the GL Account database field to be defined with these properties, do not use quick configuration to create an organization.

Procedure

  1. Open the Quick Configuration application (Go To > System Configuration > Platform Configuration > Quick Configuration) and open the Org and Site Configuration tab.
  2. Type the above Properties names, Property Values, and, optionally, Property Description.
  3. Click Submit, and then OK to start the configuration. This may take a minute or two to complete.
Parent topic: Quickly configuring your environment

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