Related topics

Creating a New Organization

Book Defaults Tab

Short Years Tab

Book Overrides Tab

Contact Information Tab

Notes Tab for Organization Information

Understanding Organizations

New Organization Window

Follow the guidelines provided below to complete the New Organization window.

The New Organization window is divided into the following three sections:

Items in this window

Item Notes
Name (Required Field) Enter a unique name for the organization you are creating (up to 32 characters). This name appears in the title bar of windows and reports. You can change the organization name, if desired.
Start Date (Required Field) Indicate the start date of your organization. The application displays the date in MM/YYYY format. The date entered in this field cannot be later than the placed-in-service date of the organization’s oldest asset. For information on changing the date, see Entering Dates in Date Fields.

Note: If you have entered assets in an organization, changing the Start Date affects your short yearscalendar(s), which in turn may affect depreciation calculations. You may need to reset depreciation to the beginning date and recalculate depreciation for all three books. If you change the Start Date, the system displays a warning message. Click the Yes button to change the Start Date; otherwise, click the No button.
Starting System Number Assign the Starting System Number to the first asset.
Transfer By Select the general information field you want the system to use to conduct the transfers of your assets. For instance, the most common type of transfer is by location. If you want to conduct transfers based on location, select the Location field here. You can only conduct transfers by the field selected in the organization setup. If you need to conduct a transfer by another field at a later date, you can re-enter the organization setup and change this field.
Database Select the database in which you want to store the organization you are creating. You can select a database only when you first create an organization.
[New Database] Click this button if you want to create a new database to store the organization you are creating. The system displays the New Database window. This button is available only when you first create an organization.
[Copy Setup] Click this button to display a window that allows you to copy the organization setup information from another organization to this organization. For information on copying an organization setup, see Copying an Organization Setup.