Add Departments

Add departments for a client organization.
Note:
This task always adds a department to the lowest level (displayed in the Add to Level field).
Note:
You can use a .csv template to define the department structure and upload it to the client configuration.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Departments on the left navigation menu.
  4. Select the Departments tab.
  5. Click .
  6. Enter the Department Name.
  7. Select the Active check box to make the department available to the client organization.
  8. Enter the Department Number.
  9. Enter the Auxiliary department information.
    Note:
    The department number and the auxiliary number are used for billing information and reporting. You can configure the application to only display the department name, or the department number and auxiliary number. The Sort Departments By setting is in the client organization settings Settings > Configuration > Configuration tab. For more information about this setting, see Client Settings.
  10. In the Email field, enter the department's email address. This value is used when remitting invoices to a specific department. See Client Country Configuration.
  11. Select .
Modify a Department
You can modify an existing department structure for a client organization.
Note:
Adding a department to an existing structure follows the structure that you define for the client organization's level.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Departments on the left navigation menu.
  4. Select the Departments tab.
  5. Locate and click on the department name to access its page.
  6. Select to access the page in the edit mode.
  7. Make modifications to the department as needed.
  8. Select to save the modifications.
Add a Sub Department

Sub departments are configured under an existing department.

  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Departments on the left navigation menu.
  4. Select the Departments tab.
  5. Locate and click on the department name to access its page.
  6. In the Sub Departments section, select to access the Add Sub Department dialog.
  7. Enter the Department Name.
  8. Select the Active check box to set the department in the active state.
  9. Enter the Department Number.
  10. Enter Auxiliary information.
  11. Click .
Modify a Sub Department
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Departments on the left navigation menu.
  4. Select the Departments tab.
  5. Locate and click on the department name to access its page.
  6. In the Sub Departments section, locate and click on the sub department name to access its page.
  7. Click .
  8. Make modifications to the sub department information as needed.
  9. Click .