Maintain Organization Master Window

This window is used to associate an ID Number with an organization code (CEEB, FICE, IPEDS, etc.) so that an organization can be tracked in the database. Typically, the organization code is predefined and is used to specify a particular college or institution.

Columns

Use this drop-down column to track whether organizations are nonprofit. Among other uses, this is important for the Texas College Work Study (TCWS) report, which requires the profit or nonprofit status of organizations for which students worked.

Choices are Yes, No, and Unknown.

Options

If you attempt to delete a row from the Organization Master table, the row can be deleted if there are no dependent data; however, you cannot delete a row if associated dependent data exist.

Buttons

· The Name Entity button opens the selected organization in the Name Entity window where you can view or edit that organization's details.

· The Add Name button opens the Name Entity window where you can add individuals or organizations.

· The Add Address button opens the Maintain Address window where you can add addresses or change existing ones.

· The User Defined button opens the available and assigned user-defined columns available for the Organization Master table.

How To

1. Open the Maintain Organization Master window.

2. Click the Add Name button.

3. The Name Entity window opens.

4. The Business/Organization radio button in the Name Option group box is selected.

5. Type/Select the name and other information on the Business/Organization tab.

6. Type/Select additional information as desired on the Addresses, Relationships, Attributes, and/or Notepad tabs.

7. Save.

1. Open the Maintain Organization Master window.

2. You can edit the Organization Name, Organization Type, School Type, and Nonprofit Org? columns.

3. Save.

1. Open the Maintain Organization Master window.

2. Click the Add Name button. The Name Entity window opens.

3. The Business/Organization radio button is the default for the Name Option.

4. Enter the organization name in the Name column.

5. Save. This creates an ID Number for the organization. (Note the ID Number.)

6. Close the Name Entity window.

7. In the Maintain Organization Master window, choose Add Row or Insert Row from the right-click menu.

8. Type in ID Number, and press the Tab key.

9. The Organization Name column is populated. Type in Organization Code, Organization Type, School Type, and Nonprofit Org.

10. Save.

11. Click the Add Address button. The Maintain Address window opens.

12. Enter the ID Number of the organization, and select the Address Code from the drop-down list. Enter other information as needed. If you want to enter data and/or fax phone numbers, click the Phone button, which will access the Address Phones window. If you are entering international numbers, pressing CTRL + will move the cursor to the point where the area code is entered.

13. Click OK to save the phone numbers and close the window.

14. On the Maintain Address window, save and close.

15. Repeat steps 4-15 to add additional organizations.