New Organization

1. In the Tree Menu, select Organizations | New Organization.
2. In the Name text box, enter the name of the new Buying Organization.
3. If this is a Child Organization, select the Parent Organization.
4. Select the Currency type.
5. Select the Location and language in the Locale drop-down box.
6. Select a Default User Role from the drop-down list.

Choose a default role that all users in this organization have.

7. Select an Order Tolerance from the drop-down list.
8. Enter information for News.

Enter any information that you want to appear on the Procurement Home Page that is displayed after a user signs into the Procurement application (to a maximum of 255 characters).

9. Enter information for Default Member Spending Limit.

Enter the maximum amount that a user can spend, without approval.

The amount that you enter is for the currency assigned to this organization.

This spending amount applies to all members of the organization. If you wish to specify an individual spending for each member, see Users.

10. Select the following:
• Default Bill To address
• Default Ship To address
• Default Cost Center
11. Click [Save] to save the entered data and leave the form.

Specify Additional Organization Attributes

After you create new organizations, you can specify an association with several defined properties.

To do this, you must select each Buying Organization individually and add these properties to the organization.