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
In Users, click Organizations.
In the Organizations screen, select the organization profile you want to edit, and then click
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on the toolbar.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. In the Purchasing section, in the Purchasing Manager box, click the ellipsis [...] button to open the Select User dialog box.
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.
To save your edits and add additional organization profiles, click
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on the toolbar.
The organization profile is saved, and a new organization profile is created.