Editing an Organization

You use the Organizations module to edit and update existing organization profiles. You can also associate existing users as administrative contacts and as receivers with an organization.

To edit an organization profile

1. In Users, click Organizations.
   
   
2. In the Organizations screen, select the organization profile you want to edit, and then click on the toolbar.
   
   
3. In the Update Organization screen, in the General information section, do the following:

   Use this	To do this
   Name	Edit the name of the organization.
   Trading partner number	Edit the trading partner number of the organization.
   Administrative contact	Click the ellipsis [...] button to change the administrative contact. For information about selecting an administrative contact, see To associate an organization profile with an existing user profile.
   Receiver	Click the ellipsis [...] button to change the receiver. For information about selecting a receiver, see To associate an organization profile with an existing user profile.
   Organization catalog set	Select a catalog set for this organization from the drop-down list.

   
   
4. In the Purchasing section, in the Purchasing Manager box, click the ellipsis [...] button to open the Select User dialog box.
   
   
5. In the Select User dialog box, do the following:

   Use this	To do this
   Choose an existing user	Select the name of the user you want to add as the purchasing manager, and then click OK.
   Logon name	Type the name of the user you want to add as the purchasing manager (if it does not appear in the Choose an existing user list), and then click Find Now. When the user appears in the Choose an existing user list, select the user, and then click OK.

   
   
6. To save your edits and add additional organization profiles, click on the toolbar.

The organization profile is saved, and a new organization profile is created.

See Also

About Users

Adding a User

Adding an Organization

Copying an Organization

Finding an Organization