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[{TableOfContents }]
!!!Define Organization Levels
!!!'Define Organization Levels'
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Organizations can be used for divisions, regions, budget levels, etc. Departments “roll up” to organization levels.\\
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For example, an organization divides North America into sales regions based on time zones, so its office in Toronto, Canada is in the 'Eastern Sales Region' from a sales perspective. For marketing purposes though, the organization divides North America into two marketing strategies, a 'U.S. Marketing Strategy' and a 'Canadian Marketing Strategy'; the office in Toronto, Canada, therefore falls under the latter.\\
Organizations can be used for divisions, regions, budget levels, etc. Departments “roll up” to organization levels.
For example, an organization divides North America into sales regions based on time zones, so its office in Toronto, Canada is in the 'Eastern Sales Region' from a sales perspective.\\
\\
For marketing purposes though, the organization divides North America into two marketing strategies, a 'U.S. Marketing Strategy' and a 'Canadian Marketing Strategy'; the office in Toronto, Canada, therefore falls under the latter.\\
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;[Org Level Type|ORG_LEVEL_TYPE]:This field categorizes the organization level into a specific user-defined type.
;[Org Level|ORG_LEVEL_CODE]:This field displays a user-defined code that uniquely identifies the organization level within the system.
;[Description|DESCRIPTION]: This field displays the user-defined description of the org level code, its purpose and use, etc.
;[Parent Entity|ENTITY_CODE]: If the organizational level being defined is the top level of the organizational structure, the entity to which the org level is associated will be entered in this field.
;[Parent Org Level|ORG_LEVEL_CODE]: If the organizational level being defined is NOT the top level of the organizational structure, this field defines its parent level. That is, the org level one step above the org level being defined.
;[Managing Position|POSITION_CODE]: This field displays the position code of the manager of the organization level. This field may be completed later when positions have been created.
;[Org Level Type|ORG_LEVEL_TYPE]:This field categorizes the organization level into a specific user-defined type. Org_Level_Type is a mandatory user-defined lexicon [X_ORG_LEVEL_TYPE] you must manually enter or use the drop down list to choose their option.
;[Org Level|ORG_LEVEL_CODE]:This field provided a user-defined code that uniquely identifies the organization level within the system. Org_Level_Code is a 16-character alphanumeric mandatory field.
;[Description|DESCRIPTION]: This field displays the user-defined description of the org level code, its purpose and use, etc. Description is a 50-character alphanumeric optional field.
;[Parent Entity|ENTITY_CODE]: If the organizational level being defined is the top level of the organizational structure, the entity to which the org level is associated will be entered in this field. Entity_Code from [P2K_CM_ENTITIES] is a 16-character alphanumeric optional field.
;[Parent Org Level|ORG_LEVEL_CODE]: If the organizational level being defined is NOT the top level of the organizational structure, this field defines its parent level. That is, the org level one step above the org level being defined. Org_Level_Code from [P2K_CM_ORG_LEVELS] is a 16-character alphanumeric optional field.
;[Managing Position|POSITION_CODE]: This field displays the position code of the manager of the organization level. This field may be completed later when positions have been created. Position_Code from [P2K_CM_POSITIONS] is a 16-characters alphanumeric optional field.
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Org level details connect the departments, which roll up into the organization level.
;[Department|DEPARTMENT_CODE]: This field defines the departments which are involved in the organization level.
;[Department Name|DEPARTMENT_NAME]: This field provides the name of the department code.
;[Entity|ENTITY_CODE]: This is the entity to which the organization level belongs.
Org level details connect the departments, which roll up into the organization level.//
;[Department|DEPARTMENT_CODE]: This field defines the departments which are involved in the organization level. Department_Code is a 16-character alphanumeric mandatory field.
;[Department Name|DEPARTMENT_NAME]: This field provides the name of the department code. Department_Name from [P2K_CM_DEPARTMENTS] will default when the department is entered.
;[Entity|ENTITY_CODE]: This is the entity to which the organization level belongs. Entity_Code from [P2K_CM_ENTITIES] will default when the department is entered.
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![Notes|Edit:Internal.IDOL]
[{InsertPage page='Internal.IDOL' default='Click to create a new notes page'}]
This page (revision-9) was last changed on 26-Nov-2021 10:22 by JMyersTop