Organization Options

Overview

The Organization Options table is used to set up a billing organization so that users within that organization can create Accounts Receivable documents appropriate to the billing function. Any user whose primary department is defined on their Person document or who is qualified for the AR module on role KFS-SYS User (role 54) will be able to create invoices.

This table also allows you to define other data elements that carry forward to the customer invoice, such as payment terms, print options, organization messages appropriate for display on the invoice, remittance information, and the billing organization's phone number(s).

Document Layout

Organization Options

• The Processing Chart and Organization will default based on the Chart and Organization associated with the Person's primary department or KFS-AR qualification on role 54. 
• Refer to Billing and Processing Organizations for additional information. 

Invoice Information

• Organization Postal Code and Organization Postal Country Code: Used by the Sales Tax service on the Customer Invoice to determine if an item is taxable. 
• Remit To: REMIT_TO_IND parameter controls when this field is editable. Refer to the table following the Remit To Address for additional information. 
• Message Text: Displays on the Customer Invoice and can be edited by Invoice initiator.
• Print Options: A default can be selected for display on the Customer Invoice and can be changed. Refer to Customer Invoice Generation for additional information. Available options are: 
  • Send to Bill Queue
  • Do Not Print
  • Send To PROC Queue
  • Send to User Queue

Remit To Address

If completed on the System Information (Processing Org), the Organization Remit To Address will flow into Organization Options. Parameters REMIT_TO_IND and REMIT_TO_ADDRESS_IND determine if the values in this section can be edited. 

REMIT_TO_IND	REMIT_TO_ADDRESS_IND	Remit To field editable	Remit To Address editable	Remit To populated from System Information
Y	Y	No	Yes	After Save/Submit
Y	N	No	No	Yes
N	N	Yes	No	Yes
N	Y	Yes	Yes	After Save/Submit, if blank

Phone

Fields on this tab are self explanatory.