Use the
Organization Key Format utility to create the number of
organization levels your firm uses, specify the delimiter for the
organization code, and specify the length of the
organization label.
In addition to the general term "organization,"
Vision uses labels to describe the categories of subcodes. Examples of labels you can supply include company, region, branch, discipline, and
principal. You can change the labels at any time in Configuration.
If your company uses the Multicompany feature, you cannot add or change the first level of the organization.
Prerequisite: Back up yourVision database.
To createorganization levels and specify a format, complete the following steps:
-
From the
Vision Navigation menu, click
.
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Complete the fields on the Key Convert
Organization Format form.
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Review the
Sample Value field to see the format as it will be after the key conversion is run.
-
Click
Run to run the key format conversion.
You can now assign a label to this level.