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The following describes the fields on the Detail tab of the Organization Management screen.
Controlling Parent
Parent company of this organization.
AKA Organization Name
Also known as name of organization.
Standard Address & Phone # Fields (several)
Organization’s main address and phone number information.
Web Site
Relevant organization’s web site.
Relevant organization’s email address.
Previous Client – Checkbox
Indicates organization was a previous customer.
Current Client – Checkbox
Indicates organization is a current customer.
Customer – Checkbox
Indicates if this organization record has been extended with a customer record.
Vendor – Checkbox
Indicates if this organization record has been extended with a vendor record.
Organization (Only) – Checkbox
This checkbox determines if the organization is also available in other modules of CMiC Enterprise, such as Accounts Payable and Accounts Receivable, or if it only exists within the OM module. If it is checked, this organization is only available in the OM module. If this checkbox is unchecked at a later time and the record is saved, this organization will become available in the other modules of CMiC Enterprise; also, this checkbox becomes disabled and the organization cannot be deleted through the OM module.
There is a checkbox, ‘OM Only Default’, on the OM System Option screen that controls whether this checkbox is checked or unchecked by default. This screen is reached through this standard Treeview path: Opportunity Management > Setup > Company Control, and by then clicking the [System Options] button. Refer to the Set Up OM Module section for details.
Also, when the ‘Organization (Only)’ checkbox is unchecked, the organization becomes a business partner and follows the registration code rule as per ‘System Wide Unique Registration Code’ checkbox located on the System Options screen in the System Data module (standard Treeview path: System > Setup > System Options – Global tab). If checked, the system will throw a validation message upon usage of same registration code. When unchecked, the system allows the user to create organizations with duplicate registration codes, but gives a soft warning in a pop-up, informing the user with a list of business partners with duplicate registration codes.
Top X Account – Checkbox
Indicates organization is one of the top sources of revenue.
Active Flag – Checkbox
Indicates current, active dealings with organization.
National Account – Checkbox
Indicates organization is a national account.
Source
Marketing campaign and source of the prospect. The available options for this field are maintained by the Sources maintenance screen (standard Treeview path: Opportunity Management > Setup > Sources).
Class
If organization is a vendor, select the Vendor Class to which it belongs. Maintenance screen’s standard Treeview path: Accounts Payable > Setup > Global Tables > Vendor Class Codes.
Registration
This field may be required if this organization is a vendor, such as an independent contractor, from which services or products are purchased, and the company wants their tax registration number entered in the OM module.
In the US, this number is a Taxpayer Identification Number (TIN). If, however, the vendor is an independent contractor whose TIN is his or her Social Security Number, then this TIN number is specifically a Social Security Number (SSN). To indicate that this TIN number is specifically an SSN, the ‘SSN’ box is checked. If the ‘SSN’ checkbox is not checked, this number is a TIN number, if it is, this number is an SSN number. This number is required on 1099 tax forms.
In Canada, this field is used for the GST/HST Registration Number.
1099
If this organization is an independent contractor whose services need to be reported on 1099-MISC tax forms (USA only), enter the code that most applies to them here.
Legal Entity
Legal entity category.
SSN – Checkbox
The ‘SSN’ checkbox indicates what type of tax number the Registration field is. When this checkbox is checked, the number in the Registration field this the vendor’s SSN number (individual) not TIN number. If unchecked, the number in the Registration field this the vendor’s TIN number.
Ethics Policy – Checkbox
Not standard. Disregard if not used by the company.
Company Types
The Company Types section contains a table that lists the company types that apply to the organization (business partner, vendor, independent contractor).
To add a company type, click the [Insert] button on the corresponding Block Toolbar. To delete an entry, select its corresponding row and click the [Delete] button.
Market Sectors
The Market Sectors section contains a table that lists the market sectors that apply to the organization.
The following describes the column headers of the market sectors table for this opportunity.
Ctrl. Market Sector
Name of market sector’s group. When the group is selected from this field, its market sector types will be available in the corresponding Name field.
Market sector groups and their types are created on the Market Sector Maintenance screen (standard Treeview path: Opportunity Management > Setup > Opportunity Market Sector).
Name
Particular market sector type, belonging to a particular market sector group. The group is chosen from the Ctrl. Market Sector field. The values available in this drop-down list are dependent on the value chosen for the Ctrl. Market Sector field.