dspCompose

Create Org Units

All Org Units are global and defined at the configuration level.

Once added, an Org Unit cannot be edited. If changes need to be made to an Org Unit, delete the record and add a new Org Unit.

To create an Org Unit:

  1. Select Configuration > Org Units in the Navigation pane.

  2. Click Add.

    View the field descriptions for the Org Units page.

  3. Enter a name in ORG UNIT field.

    NOTE: This name describes the Org Unit, such as plant or division. It can contain all letters, 0-9 and underscores only.

    NOTE: The Org Unit name must be unique. If the user attempts to save an Org Unit with a name that belongs to an existing Org Unit, an error message displays. The user must delete this Org Unit and re-enter it.

  4. Select an option from the LIST DATA SOURCE ID list box.

    NOTE: This data source contains the table or view that stores the Org Unit values and must be registered in the Platform.

  5. Select an option from the LIST SOURCE list box.

    NOTE: The list source is a table or a list that contains all the possible values for Org Units. There can only be one row per value in the VALUE FIELD. For example, the list source cannot require a Where clause or be language dependent.

  6. Select an option from the VALUE FIELD list box.

    NOTE: The value field is a column from the list source. This list could be a list of plants, divisions or other related working groups and will be used in a request to allow users access to request data.

  7. Select an option from the DESCRIPTION FIELD list box.

    NOTE: This value is the field that contains the description for the VALUE FIELD. Description field is optional, but should be chosen if it exists in the List Source.

  8. Enter text in COMMENT.
  9. Click Save.