Organization Fields

The Picture field is used to add the organization’s logo, or a picture of the main office building.

Click on the picture to enlarge it or to change it.

The Name field is used to enter the full name of the organization.

The Disabled box is checked when the organization may no longer be related to other records.

The Remarks field is used to add any additional information about the organization that might prove useful.

This field allows basic text formatting.

The Attach file… link is used to attach a file to the organization. Multiple attachments can be added to an organization.

The Business unit box is checked when the organization needs to be treated as a separate entity from a reporting perspective. This checkbox is available only for internal organizations.

The Region field is used to specify which region the organization belongs to. It is possible to select a previously entered region name or to enter a new one. An internal organization, which is not itself a business unit, inherts the region of the business unit of which it is a descendent.

Examples of commonly used region names are:

• Asia Pacific (APAC)
• Europe, Middle East & Africa (EMEA)
• North America (NA)

The Parent organization field is used to select the organization’s parent organization.

It is not possible to select an organization that is already selected as one of the organization’s child organizations or is a child organization somewhere lower in the organizational hierarchy.

The Financial ID field is used to enter the unique identifier by which the organization is known in the financial system that is integrated with the Xurrent account in which the organization is opened.

The Manager field is used to select the manager of the organization.

This field is used by Xurrent to look up the approver of an approval task when it is being generated based on a task template in which the Requester’s manager box is checked. When the Manager field of the requester’s Person record is empty, or when it contains a disabled person, then Xurrent will use the person selected in the Manager field of the requester’s organization instead.

The Substitute field is used to select the person who acts as the substitute of the organization’s manager.

The Order template field is used to select the request template that relates this organization with the Xurrent Shop.

The End user privacy box is checked when end users from this organization should be prevented from seeing information of other end users. Organizations with this setting are always marked as external.

The Telephone fields are used to enter the organization’s telephone and fax numbers.

Skype names can also be entered in Telephone fields. Prefix Skype names with skype: or callto: to ensure that they are correctly hyperlinked in View mode.

The Email fields are used to enter the organization’s general and service desk email addresses.

The Website fields are used to enter the organization’s general and service desk website URLs (Uniform Resource Locators).

The Address fields are used to enter the street, mailing and billing addresses of the organization.

The Risks table field lists the risks that have been identified for the organization.

The Child organizations table field lists the organizational units that are part of the organization.

The People table field lists the people who work for the organization as employees or long-term contractors.