Use these fields and options to set up enterprise-wide
organization settings for your enterprise.
Field | Description |
Number of Levels
|
This field displays the number of levels for the
organization. You establish
organization levels using
in the desktop application. You can use a maximum of five levels.
|
Delimiter
|
This field displays the delimiter used with
organizations. You establish delimiters using
in the desktop application. A delimiter must be a special character, not 0 to 9, A to Z, or |.
|
Length
|
This column displays the length of each level, with a maximum of 16. You establish level lengths using
in the desktop application.
|
Singular Label
|
Enter a descriptive singular label for this level, using up to 16 characters of free text. For example,
Office. You can give each level a reference name of your choice. The defaults are
Organization Level 1,
Organization Level 2, and so on. For example, in a one-level structure, you can label the level "Office."
In a three-level structure, you might choose the following labels:
Level
|
Label
|
1
|
Region
|
2
|
Office
|
3
|
Department
|
|
Plural Label
|
Enter a descriptive plural label for this level, using up to 16 characters of free text. For example,
Offices.
|
Maintain separate balance sheets by
Organization
|
Select this option to have
DPS keep track of every Balance Sheet transaction by
organization. This enables you to print a separate Balance Sheet for each
organization you have established. If you do not select this option, the Balance Sheet is consolidated.
With
DPS
Organization Reporting, all of your postings to revenue and expense
accounts flow to individual
organizations. You can print the Income Statement by individual
organization or consolidate it for the entire enterprise.
If you want to maintain separate Balance Sheets by
organization, you must identify the
organization in each transaction that affects Balance Sheet
accounts (those in 100.00 to 399.99 range) or non-operating
accounts (those in the 800.00 to 999.99 range).
DPS identifies the
organization from its association with the
project number that is entered during data entry, which means that you must enter a
project number with every Balance Sheet or non-operating
account.
Maintaining separate Balance Sheets also means that you must enter an
organization for each bank code through Bank Code Setup and for each
accounts payable liability code through AP Liability Code Setup.
If you always want to post to the
project's
organization, you need not enter separate liability codes.
If you do not want to maintain separate Balance Sheets, all implicit and explicit postings to Balance Sheet and non-operating
accounts will flow to the
Default
Organization.
Multicompany
If you have multiple companies,
DPS selects this option by default. This allows you to identify the company that "owns" an
account when an
employee enters a balance sheet transaction for an
account available to more than one company.
|
Default
Organization
|
If you choose to produce only a consolidated Balance Sheet, any postings that you make to Balance Sheet and non-operating
accounts will flow to the default
organization. This occurs because you will not have to enter a
project number to identify an individual
organization.
If you select the
Maintain separate balance sheets by
organization option,
DPS disables this field. Each Balance Sheet transaction requires a
project number.
If you do not select the
Maintain separate balance sheets by
organization option,
DPS requires that you enter the Default
Organization. You must also link each transaction posting to an
organization.
If you later decide to maintain separate balance sheets, all prior transactions will be assigned to this default
organization. You may want to reclassify charges to a different
organization.
|
Enable Multicompany
|
Click this option to enable the Multicompany feature. When you click this button, the Password Required dialog displays. This option is password protected to ensure that you consider the full implications of using this feature before you enable it.
Contact Deltek Customer Care for a password.
Warning: You cannot undo the
Enable Multicompany choice. Be sure to back up your
DPS database before you enable the feature.
|
Display CostPoint
Organization Code
|
Select this option to have the
Organization lookup use Deltek Costpoint
Organization codes instead of
DPS
Organization codes. When you select this option, Costpoint
Organization Code fields populate from the Costpoint reorganization function.
|
Approval Roles Grid
This grid applies for the approval process for Inventory item requests and any Purchasing application for which you use approval workflows (Approval workflows are configured in Approval Workflows Settings and specified for an application in Purchasing & Inventory Settings.) If you want someone at the
organization level to be assigned to approve records that are going through the approval process, use this grid to add approval roles, assign them to
organizations and assign an
employee to the approval role.
In addition to assigning approval roles and
employees to an
organization in this grid, you can also assign approval roles to each individual
organization directly in
in the desktop application. However, you must create the approval roles in
Organization General Setup. Configuring approval roles on the
Organization General Setup form allows you to configure the approval roles for all your
organizations from one screen without having to open each individual
organization in a separate screen in Individual
Organization Setup.
The approval roles that you assign to an
organization are available on the Workflow tab in
in the desktop application. You can select them from the drop-down list in the
Assigned To field in the Approval Steps grid.
Field | Description |
Grid Drop-Down arrow
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
Insert
|
Click this button to create a new approval role. A blank row is inserted into the grid.
|
Assign
|
After you add an approval role to the grid and give it a name, click this button to open the Assign dialog box, and assign one or more
organizations to use the approval role. You also assign one
employee to the approval role.
|
Delete
|
Click this button to delete a selected approval role.
|
Role Label
|
When you create a new approval role, enter a name for it in this field.
|