Organization’s Usage Tutorial

Screen Path: Entity> Organization

Organization Search

Search is used to find and view an organization’s information. Pressing the Search button on the Organization screen without filling in the fields would view all organization records.

 

Organization - Logiwa WMS

 

While searching according to the specific criteria, Display Criteria is clicked. The searching process can be done through any of the eight organization’s elements:

 

  Code    Search according to the Organization’s Code
  Description    Search according to the Organization’s Description
  Tax Office    Search according to the Organization’s tax office
  Tax Code    Search according to the Organization’s tax code
  Client(True, False)    Search among organizations assigned as Client
  Customer(True{False)    Search among organizations assigned as Customer
  Sender(True{False)    Search among organizations assigned as Sender
  Vendor (True/False)    Search among organizations assigned as Vendor

 

The search screen is shown below:

 

Organization - Logiwa WMS

Creating a New Organization

To create a new organization, New button is clicked on the Organization screen. Code, Description fields must be filled in.

 

Organization - Logiwa WMS

 

After these fields are filled, Save button is clicked and the transaction is completed.

 

Changing Organization’s Information

To change organization information, the desired organization is selected and the Organization tab is opened directly.

 

Organization - Logiwa WMS

 

After the organization tab is opened and Edit button is clicked. After this transactions, organization information can be changed.  The desired information is changed and Save button is clicked.

Deleting Organization

An organization can’t be deleted.

Organization’s Address

Organization’s address is the address information of the organization.

Assigning an Address to Organization

 

Organization - Logiwa WMS

 

To create a new address information to the organization, the desired organization is selected, Address tab is opened and New button is clicked. Code, Description, and Address Type address fields must be filled in.

 

  Code     The name of the address
  Description   Information about the Address
  Address Type    Specifying the type of the address. EX: Store or Warehouse Etc
  Country    The country of the address
  City    The city of the address
  Town    The town of the address
  Shipment Area    To which shipment sector shall shipments of this organization assigned to
  Email    The Email address of the organization’s address
  Phone    The Phone number of the organization’s address
  Postal Code    The Postal Code of the Organization’s address
  Address    The full Organization’s Address
  Directions    The direction of the organization’s address

 

After these fields are filled in, Save button is clicked and the transaction is completed.

Changing an Assigned Address

To change the address the direction of the organization’s address information, Address tab is opened and the desired address is selected.

 

Organization - Logiwa WMS

 

After the Address tab is opened, Edit button is clicked. After this transactions, address information can be changed.  The desired information is changed and Save button is clicked.

Deleting an Assigned Address

To delete an address from an organization, after the organization is selected, Address tab is opened and the desired address is selected.

 

Organization - Logiwa WMS

 

After the address is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the address information is deleted.

Organization’s Contact

Contact is the record of a company’s personal contact information.

 

Assigning a Contact Information to Organization

To create a new contact information for the organization, the desired organization is selected, Contact tab is opened and New button is clicked.

 

Organization - Logiwa WMS

 

Code and description fields must be filled in.

 

  Code    The Contact’s title
  Description    The Contact’s description
  Name    Contact’s  name
  Last Name    Contact’s last name
  Title    Contacts personal title
  Email    Contact’s Email
  Phone    Contact’s phone
  Mobile Phone    Contact’s mobile phone
  Mobile Phone2    Contact’s mobile phone
  Fax    Contact’s fax

 

After these fields are entered, Save button is clicked and the transaction is completed.

 

Changing an Assigned Contact Information

To change the contact information, Contact tab is opened, after selecting the desired organization, and then the desired contact information is selected.

 

Organization - Logiwa WMS

 

After the Contact tab is opened, Edit button is clicked.  After this transactions, contact information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Contact Information

To delete a contact information from an organization, after the organization is selected, Contact tab is opened and the desired contact information is selected. When the contact information screen is opened, Delete button is clicked.

 

Organization - Logiwa WMS

 

After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the record will be deleted.

 

Organization’s Relation

Assign an Organization Relation to Organization

To create a new Organization relation to the organization, the desired organization is selected, Organization Relation tab is opened and New button is clicked. The Related Organization should be chosen.

 

Organization - Logiwa WMS

 

 

Organization Relation Information

 

  Related Organization    The related organization chosen from the available parties

 

After the Related Organization is chosen, Save button is clicked and the transaction is completed.

 

Changing an Assigned Organization Relation

To change the Organization relation information, Organization Relation tab is opened and the desired Organization Relation information is selected.

 

Organization - Logiwa WMS

 

After the Organization Relation tab is opened, Edit button is clicked. After this transactions, Organization Relation information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Organization Relation

To delete an Organization Relation from an organization, after the organization is selected, Organization Relation tab is opened and the desired Organization Relation is selected.

 

Organization - Logiwa WMS

 

After the Organization relation is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization relation information will be deleted.

Organization’s Access

Assigning an Organization Access to Organization

To create a new Organization access to the organization, the desired organization is selected, Organization Access tab is opened and New button is clicked. User field must be filled in.

 

Organization - Logiwa WMS

 

User Organization Access Information

 

  User    Assign the user to have the access to the organization
  Access All?(True/False)    Assign user to have full access to the organization

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing Organization Access

To change the Organization access information, Organization Access tab is opened and the desired Organization access information is selected.

 

Organization - Logiwa WMS

 

After the Organization Access tab is opened, Edit button is clicked. After this transactions, Organization Access’s information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Organization Access

To delete an Organization access from an organization, after the organization is selected, Organization Access tab is opened and the desired Organization Access is selected.

 

Organization - Logiwa WMS

 

After the Organization access is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization access information will be deleted.

Related Issues: Organization

 

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