Page 18 - Administering the System Participant Guide (SDL)

Check your understanding

You create an organization in the system and need to allow transactions as
well as associate this new organization to the correct Financial Organization
Parent that is already in your system; however, those boxes are currently
grayed out. What do you need to do to allow edit for these fields?

a) Check the box for “Financial Organization”
b) Change the Organization Type to “Financial” or “Internal”
c) Choose the Organization Parent on the Profile tab

You now realize that you mistakenly checked the Financial Organization box
on an organization and posted transactions to it. However, this new
organization will be used for customer billing, and it will not represent one of
the departments, regions, or divisions of a Legal Entity. How can you correct
the organization record?

a) Once checked and saved, this box cannot be unchecked
b) Edit the organization profile to uncheck the box and save
c) Submit a Support ticket to have this corrected

Refer to Appendix A for answers to the Check Your Understanding questions

Lesson 1: Managing Organizations ©2021 Unanet. All rights reserved.
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