Organization Codes

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Last updated: Jan 05, 2022 by Pat ZeleiVersion comment
3 min read

Organization codes are used to identify which department, building, person, or office is responsible for an item.  It is located under CORE>Organizations.  The code can be up to 4 characters (numeric or alpha numeric).  The codes are for the district's use and are not required for GAAP. Usually they are used to identify different buildings in the district and are useful in generating an insurance values report or other reports that are broken out by buildings.

Create an Organization Code

  1. From the Core menu, select "Organization Codes" to display the grid.
  2. Click 
  3. Enter desired information into the organization code window
    1. Code: Required field that must be manually entered. This field will allow for a maximum of eight numeric or alpha numeric characters.  
    2. Description is the description entered to define the organization code.
  4. Click on to add the organization code.   Click on to cancel out without saving changes.

Search/View an Organization Code

The organization grid displays existing organization codes.  You can search for existing organization codes by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts numerically by Code.  Click on  to generate a quick extract (CSV or EXCEL format) based on what you filtered.  Click on any row of the search results to see a highlight view of the record.  Click the view icon  to view a particular organization code.  

Edit an Organization Code

NOTE: Only the description of the organization code may be edited. 

If you created a organization code by mistake or assigned the wrong code and there are no items associated with the organization code, you must delete the organization code and create a new one with the correct information.  

To edit an asset class:

  1. Query for desired organization code
  2. Click on the edit icon  
  3. Make desired description changes
  4. Click on  to post the changes to the system. Click on Close to close the window and return to the grid without saving changes.

Delete an Organization Code

Delete may be used to delete a organization code that does not have any associated Inventory items.  

  1. Query the desired organization code
  2. Click on the Delete icon 
  3. Confirm you want to delete by clicking on 

More Information on Organization Codes