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New Organization

Vendors - Vendor Tab 

Administration Checklists

Administration FAQs

New Organization Wizard - Field Lengths Panel

Access this panel with Administrative user rights using File>New Organization.

Use this panel to view and/or alter the default field lengths for the organization. The lengths entered here indicate the maximum number of characters allowed for various elements within your organization.

Note: The field lengths cannot be changed after the organization is created.

 

Module: The system displays the customizable fields for the modules you installed.

Category: The system displays the category assigned to this field, such as Title or ID.

Field Name: The system displays the name of the field, as it appears in the system.

Field Length: Either change the length, or accept the default for each of the fields listed in the table.

  • If you create an organization with a Vendor ID length of less than 10 characters, you cannot use the "UNASSIGNED" Vendor ID. This ID was designed so you can enter purchase orders to generate encumbrances with an unknown Vendor ID. For more information about using this ID, see Maintain>Accounts Payable>Vendors - Vendor Tab.
  • It is a good idea to evaluate your needs, and shorten and lengthen fields as appropriate. For example, you might want to enter distribution codes that are longer than 12 characters, or you may want to limit G/L transaction descriptions to less than 60 characters.
  • The Document Number must be 14 character or longer in order to be consolidated (Organization>Consolidate Transaction History).
  • The list displays all of the customizable field lengths for this organization. Fields not listed are not customizable.
  • The Getting Started guide contains information about analyzing your chart of accounts structure.