Adding Organizations

Enterprise Admin roles can create and add new organizations for your enterprise from the NEO UI.

Complete the following steps to add organizations:

1. L og in to the ONE system.

2. Click Menus/Favs > Administration > Organization > New Organization.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The New Organization screen appears.
   
   

   

3. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Enterprise	Use the picker tool to select an enterprise.
   * Name	Enter a name.
   Display Name	Enter a display name.
   * Description	Enter a description of the new organization.
   Bill To Address	Enter the Bill To Address of the new organization.
   DUNS Number	Enter a DUNS number for the new organization.
   Order No. Prefix	Enter an order number prefix for the new organization.
   Shipment No. Prefix	Enter a shipment number prefix for the new organization.
   Contact	Enter a contact name.
   Contact Phone	Enter a contact phone number.
   Contact E-Mail	Enter a contact email number.
   Order Print Template Name	Enter a template name for the order.
   Documents	You can add documents after the organization is saved.
   Active	Select this checkbox if the organization is active.
   Allow New Partner Request	Select this checkbox to allow new partner requests.
   Company Logo	Click the Upload link to upload a company logo.
   Requisition Management Org	Enter a requisition management organization. This helps the system automatically populate the organization's value when a new requisition request is created for an external item.

4. In the Customs tab, enter an Importer of Record, Bond Type, and Bond Number.

5. In the Invoice Org tab, enter an Invoicer Mgmt Org and Invoicee Mgmt Org.

6. Click the PDF Print Template tab. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   Purchase Order	Enter PDF print template details for purchase orders.
   Deployment Order	Enter PDF print template details for deployment orders.
   Sales Order	Enter PDF print template details for sales orders.
   Return Order	Enter PDF print template details for return orders.
   Invoice	Enter PDF print template details for invoices.
   Contract	Enter PDF print template details for contracts.
   Requisition	Enter PDF print template details for requisitions.

7. To create the new organization, click Create.
   A success message appears.