Identify Administrative and Operational Units Version

Contents

Overview

Organization and department records for your medical center are set up in the system based on your materials management process. From time to time, you may need to change information in the system's records as you add new departments or reorganize. This topic explains how to identify your site's organizations and departments to the application.

Medical center departments have continuing supply needs that the system handles through asset locations. An asset location is a processing center for supply transactions and supply records. It contains item inventory data, vendor and contract information, requisitions and issues to departments, purchase orders, and so on. For example, if a hospital prefers to handle supplies according to the surgical and patient care functions, it might set up an asset location for an OR and another for nursing stations.

At some hospitals, asset locations may have actual physical inventory. Others sites may use asset locations in a stockless supply environment. Asset locations can be associated with actual warehouse areas, but are also central to item management in stockless environments. You will need to define one or more asset locations and assign items to them, as explained in the following sections.

Your medical center structure may include multiple organizations, each with some autonomy in managing supplies. An organization may have only one asset location, or several asset locations. Medical centers that contain multiple organizations and asset locations can perform requisitioning, purchase ordering, and other activities across the different organizations and asset locations. Inter-organizational permissions must be set for each organization, as described in this topic. Inter-organizational processing is covered in detail in Processing Items Across Organizations.

A Group Purchasing Organization (GPO) is a purchasing collective, often owned by member hospitals or hospital associations. The GPO negotiates purchase agreements for supplies, drugs, food, services, capital equipment, software, etc. If your medical center has a contract with a GPO for purchasing discounts on items, you can define the GPO to the system.

Suggestion for using this topic: The sections below contain a great deal of detailed information. It may be helpful to read the relevant discussion for an organization, asset location, department, or GPO — depending on your interest — before you begin to work with the application panels.

Security

To access organization, department, or asset location data, the organization, department, or asset location must be included in a user's data profile.

The ability for any user to view, change, and create values in tables is controlled by the "Tables" role object. The security setting to create or copy an organization must be set to Create or All. To edit an existing organization record, the setting must minimally be Modify.

The ability to create or edit asset locations is controlled by the "MMTables" role object. To create or copy an asset location, the minimum setting is Create.

Creating or editing departments is governed by the "DeptReq" role object. The minimum setting to create or copy a department is Create.

See Work with user roles for details on roles and role objects.

Creating a Data Record for an Organization

The process of creating a data record for an organization is described below. The same panels are used for editing existing organization records.

Critical First Steps

Create Accounts and Identify Default Chargeable and Non-Chargeable Expense Codes Accounts:

Setting up an organization involves assigning accounts to the organization. The following accounts are typically used by organizations:

• AP Liability Account
• AP Price Variance Account
• Freight Account
• Invoice Accrual Liability Account
• Payment Discount Account
• Use Tax Account
• Inventory Adjustment Account
• Inventory Account Markup Revenue Account
• Patient Revenue Offset Account
• PO Liability Account
• Retained Earnings Account
• and possibly other accounts

You may wish to look at the organization record for an existing organization to see which accounts are used at your site. Then, you must either create the accounts that you will need or verify that the accounts exist, and know the account codes.

Sales Tax Accounts:

Users must create Tax Rates before specifying the Sales Tax accounts on organization records because the rate is needed to set the account.

Patient Chargeable and Non-Chargeable expenses:

Organizations designate one account for patient chargeable expenses, and one account for non-chargeable expenses. The accounts are entered in the Expense Code table, and each is assigned an identifying code. The codes are then entered in the organization record. The instructions below explain how to create accounts and identify accounts for chargeable and non-chargeable expenses.

Create an Account

If you are using General Ledger:

1. From the GL main Contents, select Account Management > GL Accounts.
2. Click New to create an account.

If you are using Materials Management or Accounts Payable:

1. From the main Contents, select Tables > GL Accounts.
2. Click New to create an account.

As you set up the accounts, a message appears.

Click OK to save the accounts, even though the organization does not yet exist to the system.

Important: After you create an organization, you will need to reset your user permissions so that you can access the organization's data. If you are a system administrator, you can set user permissions through the User Administration facility. If you are not a system administrator, you will need to contact that person for assistance.

Identify Default Expense Codes

You need to associate an Expense Code with each GL account expense segment.

When you create purchase orders and requisitions, the application uses the expense segment to construct the complete GL account number that contains items' costs. See the Overview to the topic "Using General Ledger Account Validation." (The Overview should be helpful, even if your site does not use account validation.)

Expense codes are also used in creating a department's Expense Code Allowances in organizations that have selected the field Department Allowance Enabled on the MM Info tab of the organization record. (See the discussion on Department Expense Code Allowances.)

1. From the Materials Management main Contents, select Tables > Expense Code.
   The Expense Codes list appears, or No Data if none are defined.
   
2. Click New to enter an expense code and an associated GL expense segment.
3. Click Submit to create the expense code.
   The Expense Codes list appears.
4. Click Refresh to see the new expense code.
   Click the Menu next to any expense code to set it as the default chargeable or non-chargeable expense code for the organization.

Once you have created the accounts and associated expense codes with them, you use the expense code for chargeable expenses in the Patient Revenue Offset Account field on the GL Accounts panel for the organization.

Setting Up an Organization

1. From the main Contents in Materials Management, General Ledger, or Accounts Payable, select Tables > Organizations.
   The Organizations list appears.
2. Click New.
   The Organization panel appears (Figure 1).

Figure 1 - Create a New Organization Main Panel

This image shows the Organization Main edit panel for a customer with Consolidated Payments Exports enabled. For a customer without this feature, there would be no Security tab.

Entering Basic Information for the Organization

1. Complete the required fields (indicated with an asterisk*) on the header and tabbed panels.
2. Complete any non-required fields on the tabs as needed.
   
   Important: See Entering Organization Details below for detailed information about the tabbed panels and what you need to provide for each organization.

• If you use Accounts Payable, be sure to enter accounts payable information on the AP Information and Form 1099 Information panels.

• If you use Materials Management, enter materials management information on the MM Information panel.

• If you use General Ledger, complete the fields on the GL Information panel, as needed.

3. Click Save periodically as you work. When you save your work, you may receive messages about additional fields on the panels that you need to enter.
4. When you have entered all the required data, click Submit.
5. The Organizations table appears.
6. Click Refresh to see the organization that you added.

Entering Organization Details

For your organization to function properly with all of the application's features, you will need to enter information on several of the tabbed panels. The paragraphs below describe the Organization Edit panels. The panels are:

• Main
• GL Accounts
• Address
• MM Information
• AP Information
• Form 1099 Information
• Sales Tax
• GL Information
• Security Codes (This tab only appears if your organization has Consolidated Payment Exports enabled.)

Several other capabilities are available for organizations.

• You can restrict vendor buy-from locations by organization, and also vendor AP locations. See Restricting Vendor Buy-From Locations by Organization and Restricting Vendor AP Locations for an Organization for details.
• You can set organizational defaults for vendor AP locations. The defaults apply when the invoices are created for the organization. See Overriding Vendor AP Locations by Organization.

Fields on the Organization Main tabbed panel

Fields on the Main panel cover basic information about the organization, such as its description, how many licensed beds it has, and more. Table 1 is a summary of information provided by the Main panel. Notes follow the table.

Table 1 - Data on the Organization Main Panel

Notes on the Organization Main panel

For each year, be sure to set up new calendars, and enter a new Materials Current Year on the Main panel. Otherwise, error messages will appear when you create purchase orders in the new year. Similarly, be sure to reset the Financial Current Year.

Allowing Inter-Organization Transfers of Items and Defining Inter-Organization Accounts

If your organization transfers items to another organization, you need to set the appropriate permission, as described in Table 1 (above). (See also Processing Items Across Organizations for more information.) When you are finished entering information on the organization panels for the new organization, you must open the inter-organization payables and receivables accounts record to define the accounts.

• From the Materials Management main Contents, select Tables > Organizations.
• Next to the organization of interest, select Menu > Inter-Org Accounts.
• Specify either an account for payables and an account for receivables, or one account to handle both payables and receivables.

For asset locations that are part of your organization, you also need to set permission for inter-organizational processing. Each asset location involved in inter-organizational materials supply must be given permission, and accounts for payables and receivables set up. See the Asset Location discussion below.

Reporting Year and Reporting Period - Notes

The Reporting Year and Reporting Period fields (located on the Organization Main panel) specify the year and period that are used for reports for your organization based on your organization's financial calendar.

Prior Period Entry and Future Period Entry - Notes

These fields specify whether you can create records, such as payments, budgets, journal vouchers, etc. for periods other than the current period. If only the current period is allowed, the values in the Prior Period Entry and Future Period Entry fields are zero. Otherwise, the value in Prior Period Entry shows the periods before the current period for which records can be created for the organization. Future Period Entry shows the periods after the current period for which records can be created for the organization.

Fields on the Organization GL Accounts Panel

You will need to identify your organization's accounts when you create the organization.

• As you are creating a new organization, click the GL Accounts tab to enter accounts.

If your GL Accounts have been imported to the system during implementation, you will be able to access them when you create each organization. Otherwise, when you click each account prompt, you will get only the accounts that you set up in Critical First Steps. The fields located on the GL Accounts panel are listed in Table 2.

Table 2 - Data on the Organization GL Accounts Panel

Notes on the Organization GL Accounts Panel

If General Ledger account validation is enabled at your site, see Using General Ledger Account Validation for details about expense codes.

Fields on the Organization Address Panel

Click the Address tab for the organization's address. Fields on the Address panel are listed in Table 3.

Table 3 - Data on the Organization Address Panel

Fields on the Organization Materials Management (MM) Information Panel

Click the MM Information tab to enter materials management information for your organization. A summary of the fields is located in Table 4.

Table 4 - Data on the Organization Materials Management Information Panel

Notes on the Organization MM Information Panel

Some of the fields on this panel are for reason codes. A reason is associated with elements such as blanket purchase orders, edits to an approved purchase order, and others. Notes on other fields are below.

Entering Reason Codes for Your Organization

You can provide a reason for a requisition, purchase, purchase change, inventory adjustment, credit, debit, or approval rejection, and others. Each reason has an associated code. Reasons and reason codes are organization-specific, and you will need to define them for each new organization before you can use them.

1. From the Materials Management main Contents, select Reason Codes.
   A sub-menu opens to show you different types of reason codes.
2. Click on the type that you wish to define; for example, "Reason for Requisition."
   No Data appears.
3. Click New to create a new reason code.
   The Reason Code edit panel appears.
4. Enter the Reason Code and Description fields.
5. Click Submit when you are finished.
   The Reason Codes list appears.
6. Click Refresh to see your new reason code.

Organization restriction for contract price changes

When the field Restrict PO/Invoice Price Change on Contract Items is selected, members of the organization are prevented from changing the PO Unit Cost and the Next Estimated Receipt Unit Cost on a purchase order line for a contract item. The setting also restricts users from selecting the Invoice Correct field in clearing exception prices for contracted items. The restriction forces payment of an invoice at the PO price.

Price changes to contract items on purchase orders and invoices can be restricted for individual users, organizations, or for an entire site.

To use the restriction at the different levels:

Organization

Selecting the restriction field for an organization prevents any user in the organization from changing prices.

When this restriction is set...
- Modifying a PO Unit Cost or the Next Estimated Receipt Unit Cost on a purchase order for a contract item generates an error message.
- Selecting the Invoice Correct field in clearing exception prices for contracted items generates an error message.
Processing stops until the user acknowledges the message. The price cannot be changed.

Users

- If the restriction is not selected for a user profile, a user in the organization can change cost/exception prices as long as the restriction is not set at either the organization or system values level.
- If the restriction field is selected for the organization, no user in the organization can change prices, regardless of the user profile setting.
For details on restricting individual users, see User Restriction Against Changing Prices on Contract Items.

System

- If the field is not selected at the System level, price changes can be controlled at the organization level and/or the user level.
- If the restriction field is selected in System Values, no one at the site can change a PO price for a contracted item.
For details on restricting an entire site, see Restrict PO/Invoice Price Change on Contract Items for an Entire Site.

Fields on the Organization Accounts Payable (AP) Information Panel

Click the AP Information tab to enter materials management information for your organization. A summary of the fields is located in Table 5.

Table 5 - Data on the Organization AP Info Panel

Fields on the Organization Form 1099 Information Panel

If you use Federal 1099 codes, click the Form 1099 Information tab to enter 1099 information for your organization. A summary of the fields is in Table 6.

Table 6 - Data on the Organization Form 1099 Information Panel

Fields on the Organization Sales Tax Panel

Click the Sales Tax tab to enter sales tax information for your organization. A summary of the fields is in Table 7. See Using Sales Taxes for details.

Sales tax and rates:

If you are using sales tax, be sure to set up your tax rates before you try to enter up tax accounts on this panel. You need the tax rate to set up the account. The Use Tax liability account is on the GL Accounts tab (Table 7).

Table 7 - Data on the Organization Sales Tax Panel

Notes on the Organization Sales Tax Panel

The application calculates and displays estimated tax amounts when requisitions or purchase orders are created. You can enter tax information for organizations, as described, for vendor buy-from locations, and for asset locations. You can also specify that individual items are subject to tax. For details about sales taxes, see Using Sales Taxes.

Fields on the Organization General Ledger (GL) Info Panel

If the organization uses the system's General Ledger, click the GL Information tab to enter information. A summary of the fields is in Table 8.

Table 8 - Data on the Organization GL Info Panel

Fields on the Organization Security Codes Panel

This tab is only visible for customers with Consolidated Payment Exports enabled. The fields are Security Code 1, Security Code 2, and Security Code 3. Security Codes can only be entered/changed by an administrator with the appropriate permissions.

Creating a Data Record for an Asset Location

This section includes setup instructions for asset locations. Asset locations are automatically defined as departments.  You can search for asset locations in the Departments list.

Asset locations and multi-sourced items: All items in the item catalog have one item record which is used by the default asset location for the item. (This record is called the PUBLIC record.) The PUBLIC item record can be assigned to other asset locations as well.

Multi-sourced items have multiple item records. With multi-sourcing, multiple asset locations may contain some of the same items, but the items are sourced differently. The multi-sourced item records may have different vendors at different asset locations, or may have alternate UOMs or other characteristics used in ordering. Thus, each asset location has different item records for each single, multi-sourced item.

Important: After you create an asset location, you will need to reset your user permissions so that the asset location is included in the departments that you can access. If you are a system administrator, you can set user permissions through the User Administration facility. If you are not a system administrator, you will need to contact that person for assistance.

Deleting an asset location:
An asset location can only be deleted if there are no elements in the application, such as purchase orders, requisitions, item imports, etc. that refer to the asset location.
An error message appears if the asset location cannot be deleted.

Security: Before any user can edit existing asset location records, the asset location must be included in the user's data profile. Additionally, the user must have permission to maintain the asset location. See "Restricting Users from Editing Asset Location Records."

To identify an asset location:

1. From the Materials Management main Contents, click Tables > Asset Locations.
   The Asset Locations list appears.

2. Click New.
   The Asset Location edit panel appears (Figure 2).

Figure 2 - Create a New Asset Location: Main Panel

3. Complete the required fields (indicated with an asterisk * ) on the header and tabbed panels. 
   Detailed information on the fields is in the table below. Also, you can click Help for more information on the fields. Here are some additional notes:
   
   Multi Source Allowed - When selected, the asset location can contain multi-sourced items. For details on multi-sourcing, see Multi-Sourcing an Item.
   
   Cart Hours Delay Between Issues - Specifies the length of time that must elapse between the processing of par cart counts. Zero lets you process par cart counts as often as you wish. See Par Cart Delay for details.
   
   Print On Hand Quantity on Put List - When selected, this field prints two additional columns on the "Put List" report. See Printing PO Delivery Documents for details on printing put/pick lists.
   

4. Complete any non-required fields, as needed, on the tabbed panels.

Important: See Entering Asset Location Details below for detailed information about the tabbed panels.

5. Click Save periodically as you work to save information. (When you save your work, messages appear if additional information is needed for the asset location.)

6. When you have entered all the required data, click Submit.

7. The application returns you to the Asset Locations list.

8. Click Refresh to see the asset location that you added.

Entering Asset Location Details

The Asset Location Main panel contains basic information about the asset location, such as whether it is supplied by (or supplies) another asset location, the contact person at the asset location, and more.

Fields on the Asset Location Main Panel

Table 9 summarizes Asset Location Main panel information. Notes follow the table.

Table 9 - Data on the Asset Location Main Panel

Notes on the Asset Location Main panel

Allowing Inter-Organization Transfers of Items and Defining Inter-Organization Accounts for Asset Locations

• From the Materials Management main Contents, select Tables > Asset Locations.
• Next to the organization of interest, select Menu > Inter-Org Accounts.
• Specify either an account for payables and an account for receivables, or one account to handle both payables and receivables.

The organization must also have permission for inter-organizational processing. See the organization discussion above

Par Cart Hours Delay Between Issues

Some sites set a delay for reissuing par cart items. If a par cart item has been issued to a given department within the hours specified, e.g., "4," the item quantity previously issued will not be reissued until the delay hours have passed.

The quantity issued can also be affected by whether a quantity of the item is "in transit" or otherwise allocated from a released requisition or backorder. Below are two examples of how par cart delay can affect the issued quantity.

In the first example (Figure 3), an in-transit quantity of 1 is en route to a department whose par count for an item is down by one. Since par is counted twice a day, the item cannot be reissued until the next day's count.

Figure 3 - Par Counted Once Daily and In Transit Quantity - Affect reissue and quantity issued

In the second example (Figure 4), par is counted twice a day. A quantity of a par item is in transit during both par counts. The department's first request of the day for 1 of the item is not filled, because 1 is in transit. The department's second request for two is filled by only 1 of the item, because one is in transit.

Figure 4 - Par Counted Twice Daily - In-Transit Amount Affects the Amount Issued

Below are some typical questions and answers about par cart scheduling.

Fields on the Asset Location GL Accounts Panel

The Asset Location GL Accounts panel is similar to the Organization GL Accounts panel. If your GL accounts have been imported to the system during implementation, you can access them when you create each asset location. Otherwise, when you click each account prompt, you will get No Data. In this case, enter the account code in each field by keying in the code from your keyboard. You can also use the GL Accounts panel to create accounts. See Table 2.

Fields on the Asset Location Address Panel

This panel is for the asset location's address. You must enter one line of address information, the city, state, and zip code for the asset location. This information will be used on purchase orders when a delivery address to the asset location is required.

Fields on the Asset Location Sales Tax Panel

The Asset Location Sales Tax panel is the same as the Organization Sales Tax panel. See Data on the Organization Sales Tax Panel.

Note: If you are using sales tax, be sure to set up your tax rates.

Fields on the Asset Location Lot Tracking Panel

The Lot Tracking panel "switches on" lot tracking for an asset location and lets you specify what information is tracked: lot number, serial number, expiration date, and combinations or all three. These settings are the defaults for the asset location. See Using Lot Tracking for Items.

Fields on the Asset Location AP Info Panel

The AP Info panel lets you "switch on" tax calculations for invoices associated with the asset location.

If you select AP Tax Enabled for an asset location, ERP looks in the field Default Tax Group for the tax group. If none is specified, ERP looks for a Default Tax Group according to the hierarchy Vendor AP Location > Asset Location > Organization. For details, see How ERP identifies the correct tax rate to use to calculate AP tax.

If no tax group is found anywhere in the hierarchy, an error message informs you and directs you to enter a tax group in the Default Tax Group field.

When new asset locations are created, the AP Tax Enabled field defaults to the same setting as the organization, you can update the AP Tax Enabled field if needed.

The Invoice Exception Owner Receipts field is used to assign a person to work with the invoice if it contains a receipt exception.
When the invoice contains a receipt exception, and a receipt exception owner is assigned either at the organization
or asset location level, this field on the invoice is pre-populated with the receipt exception owner.

Mass Assignment of Items to Asset Locations

Once you have created asset locations, you can use Mass Item Assignment to identify and copy item information records to the asset locations. You can also assign an item to be sourced from other asset locations besides the Default Supplying Asset Location.

Mass Item Assignment has two parts:

1. Item record and asset location definition. This step identifies:
   
   • The items whose item information you want to copy.
     - You can select items using multiple selection criteria; for example, all items of a certain Item Class, from a given Vendor, with a Minimum Stock Quantity value, from a certain Inventory Group, from the same Commodity Code, or Supply Type.
     - Other selection criteria are available, such as selection by the UNSPSC codes assigned to items (if used at your site).
     - You can also select items by individual Item Number, if you wish.
   • You can change some item record values in the new asset location: e.g., Patient Non Chargeable Expense Code, Supply Type, Stock Status, Item Override Charge, and Item Override Lot Tracking.
   • The asset location whose item inventory records you are copying.
     You can override values of fields in the inventory records for items if you wish, and assign the item new values when it is copied.
   • The asset location that gets the copied item records.
     
2. Item record copying.
   This step performs the copy. You can make the copy of the item records immediately, or schedule the copy process to run as a batch job.

A report object -- "Audit Item Assignment" -- lets you create reports that track item catalog assignments to asset locations.

To use the Mass Item Assignment feature:

1. From the Materials Management main Contents, select Inventory > Mass Item Assignment.
2. Click New to select items for mass assignment.
   The Mass Item Assignment panel appears (Figure 5).

Figure 5 - Mass Item Assignment Setup Panel

3. Complete the fields on the panel.

• Provide an Assignment Name and Description for the mass item assignment.
• The field Select Catalog Items that Match has three options:

Catalog Items lets you select items to assign from the complete item catalog.

Item Inventory Items restricts the list of available item catalog items to only those found in the item inventory for the organization and asset location specified in the fields Use Item Inventory Settings from Organization and Use Item Inventory Settings from Asset Location. Only non-deleted, active items are available for selection.

Order Guide Items lets you restrict the list of available items for assignment to those in a specified order guide.
When you use this option, you must also select the order guide.
- Click the prompt in the Order Guide field. The Order Guide prompt only shows order guides that are valid for the user's data profile departments.
Only non-deleted, active inventory items from the order guide's supplying organization and asset location are available for selection.

4. Click Next. The Mass Item Assignment “Select Items to Copy page appears.
   The panels across the top display the different groups of items. The panels are Item Catalog Selections, Class Selections, Inventory Group Selections, Commodity Code Selections, UNSPSC Code Selections, and Supply Type Selections. (Figure 7)
   • Note: Click Help for information on panels' fields.
     

• If you want to filter selections, use the Make Selections panel. You can filter based on, e.g. Vendor Number, Buy From Location, Manufacturer, Contract Number, Consignment, Patient Chargeable, Implant, Reusable, Inactive, and Deleted. (Figure 6)
  • For example, you can filter based on the Vendor Number, and Buy From Location.
• When you are finished, choose between three actions, Update List, Select All, and Unselect All.
• Click Go.
• The results list displays in Item Catalog Selections. This list shows the items filtered, based on your filter or filters.

Figure 6 - Make Selections Panel and Item Catalog Selections Panel

• When you click a different panel at the top, the panel at the bottom of the page changes also. The area at the bottom is where you make selections to copy records. (Figure 7)
• You can choose multiple ways of grouping and identifying the items and reassigning them to a new asset location. (Table 10)
  

Table 10 - Mass Item Assignment - Select Items to Copy Panels

• For example, when you select the Class Selections panel, you can choose from a list of item classes in the bottom panel, Item Class Selections. (Figure 7)

Figure 7 - Class Selections Panel

5. In the Item Class Selections panel, select a checkbox next to each item to copy. Click Next Page on the right to see more records.
6. When you are finished, on the upper right-hand side of the page, click Save, and then click Next.
• Note: If you receive a warning, click Cancel, and review the items in your Item Class Selections panel list. You can use the Item Inventory - All Locations list to make sure the items have the same selection criteria. For example, the same Patient Non Chargeable Expense Code. Then go back and unselect the items in Item Class Selections, and then repeat step 6 above.

• The Mass Item Assignment - Select Assign TO Asset Locations page appears. Find the Assign TO Asset Location(s) panel, and go to the TO Asset Location Selections panel at the bottom of the page. Select the asset location(s) you wish to reassign the items to.

7. When you are finished identifying all the items to assign and finished selecting the new asset locations, click Save. Then do one of the following:
   • Click Finish Now to copy the item information to the asset location's inventory records.
   • Click Finish Later to copy the item information later. You can then schedule the job to run at another time.
8. After you click Finish Now, the Assign These Items? pop up screen appears. This screen displays the Item Assignment Name, Description, Status, Select Catalog Items that Match, Created By User, and Create Date fields.
9. Click Submit.

• The Mass Item Assignment page appears. Click Refresh, and your record displays with a list of records. The list of records shows the Item Assignment Name, Description, Status, Selection Type, Create User, and Create Date.
• You can click i next to a record, and the record opens. You can check that the new asset location is displaying in Asset Location Selections.

To use the Mass Item Assignment Override feature:

1. Complete steps 1 - 3 from the section above, "To use the Mass Item Assignment feature:"
2. Click Next. The Mass Item Assignment – Select Items to Copy page appears.
• The panels across the middle display the different groups of items ... item record parameters that you can override. The panels are Item Override Definition, Item Override Stock Status, Item Override Charge, and Item Override Lot Tracking. Table 11 below explains each override panel, and what you can edit.
3. There are two ways you can override items.
• By overriding for all items at once. Go to 4.
• By overriding each item, one at a time. Go to 5.


4. Overriding all items at once:
   1. On the override tabs, select one or more fields you wish to edit override. For example, go to the Item Override Definition panel, and add a new Patient Non Chargeable Expense Code. You can change this field for one or more items in the item catalog, and copy them to a new asset location.
      Note: Before you make the edits and enter override values, you can go to Inventory > Item Inventory and find the item or items you wish to edit. Then you can check all the fields.
   2. Click Save, and Next. The Mass Item Assignment - Select Assign TO Asset Locations page opens.
   3. In the TO Asset Location Selections panel, select one or more asset locations you wish to move the items to.
   4. Click Save. Then do one of the following:
      • Click Finish Now to copy the item information to the asset location's inventory records.
      • Click Finish Later to copy the item information later. You can then schedule the job to run at another time.
   5. After you click Finish Now, the Assign These Items? pop up screen appears. This screen displays the Item Assignment Name, Description, Status, Select Catalog Items that Match, Created By User, and Create Date fields.
   6. Click Submit.
   7. The Mass Item Assignment page appears. Click Refresh, and your record displays with the new asset location.
      

5. Overriding each item, one at a time:
   1. Next to each item in the Item Catalog Selections, you can click the Overrides link. (Figure 8)
   • Note: This is a good way to make different overrides for each item you select.

   

   Figure 8 - Overrides Link

   2. The Item Overrides page opens. On the Overrides panel, you can make one or more edits. You can see what each field is currently set to, and edit the field in the Override Item Value column. (Figure 9)



Figure 9 - Overrides Panel

3. When you are finished with edits, click Save, then Submit. The Mass Item Assignment - Select Assign TO Asset Locations page opens.
4. Click Save. Then do one of the following:
   • Click Finish Now to copy the item information to the asset location's inventory records.
   • Click Finish Later to copy the item information later. You can then schedule the job to run at another time.
5. After you click Finish Now, the Assign These Items? pop up screen appears. This screen displays the Item Assignment Name, Description, Status, Select Catalog Items that Match, Created By User, and Create Date fields.
6. Click Submit.
7. The Mass Item Assignment page appears. Click Refresh, and your record displays with the new asset location.

Table 11 - What you Can Override in Mass Item Assignments

Working with Department Data Records

This section describes how to view department records, and how to create records for new departments.

• You should use these instructions for creating new charge-to departments only if general ledger account validation is not set for your site.
  
• If general ledger account validation is set, you must begin creating a a charge-to department using the instructions in Creating a Charge-To Department.
  You can, however, create ship-to departments using the steps below.
  

See Using General Ledger Account Validation.

To view all departments:

1. From the Materials Management main Contents, select Requisitioning > Departments.
   The Departments Quick Click menu appears.

2. On the Quick Click menu, select View the Departments List.

3. Click Show All. The Departments list appears.
   Note: You can also create, edit, and view department information from the General Ledger main Contents. Select Tables > Departments.

To view and edit information about a department:

1. From the Materials Management main Contents, click Requisitioning > Departments. The Departments Quick Click menu appears.

2. On the Quick Click menu, under I would like to..., check Edit. 

3. Enter the department code in the For... field. Click Go. The Department edit panel appears (Figure 10).

4. View the information, and click Cancel when you are finished.

5. To edit the information, change any fields as needed.

6. Click Submit when you are finished.
   The system makes the changes and returns you to Quick Click.

To create a  new department:

1. From the main Contents, click Requisitioning > Departments.
   The Departments Quick Click menu appears.

2. On the Quick Click menu, next to Create a New Entry, click New.
   The Department General edit panel appears (Figure 10).

Figure 10 - Department General Edit Panel

3. Complete the required fields (indicated with an asterisk * ) on the header and General tab. If the department receives materials from a different organization, or sends materials to a different organization, see the discussion of cross-organizational processing for the setup procedures.
4. Complete any applicable fields on the Address tab.
   • If you are setting up requisition approvals by department; that is, approval limits and approvers for all requesters in the department, click the Approvals tab.
   • On the Approvals tab, select the Approval Profile. (Approval profiles must be defined in advance.)
     Select either a Direct Approver or Approver Group. (Approver groups must be set up in advance.)
   • See Specifying Approval Item Types and Dollar Limits for details.
5. Click Submit.
   The system returns you to the Quick Click menu. 

 After you create a new department, don't forget to add it to the user profiles of users who will need to access its information.

Entering Department Details

Use the Department edit panel to enter department information. This panel has several tabs.

Fields on the Department General Panel

The Department General panel contains the department name, code, and head, among other data. Table 12 contains an explanation of fields on the Department General panel.

Table 12 - Department General Panel

Notes on Department General Panel Fields

The Priority Field

This field sets up an overall priority for requisitions from a department. The priority setting (one is highest) is used by the warehouse to determine which requisitions to fill when not enough stock is available to fill all requests immediately. For example, in the table below, imagine three departments each request an item, and each department has a different priority setting:

To fill the requests, the warehouse needs 18 boxes of the item on hand. Suppose the warehouse only has 8 boxes of the item on hand. The priority setting determines which departments are issued the item immediately:

• Emergency – highest priority – is issued 6 boxes, its full request.
• OR – the second highest priority in the group of requests – is issued the remaining 2 boxes.
• Home Care is not issued any of the item until the item is replenished in the warehouse.

The Department Allowance Panel

This panel is visible for departments within an organization that has enabled department allowances on the MM Information tab of the organization's record. (See Table 4 - Data on the Organization Materials Management Information Panel.) When enabled for the organization and set up for the department, allowances apply to requisitions, and are visible on the approval version of each requisition.

Security: The role object DeptAllowance controls the user's access to all Department Allowance panels. (Figure 11)

Figure 11 - Department Record, Allowances Tab

This panel displays the expense codes for which allowances have been defined for all periods within the year. Spend thresholds are also defined; warning messages will be displayed upon creation of requisition lines that will cause the threshold (or the allowance) to be exceeded. Warning messages are not errors; they do not stop the processing of the requisition. Thresholds can be changed.

Table 13 - Fields on the Department Allowances Tab

Department Allowance Summary

A summary of the department's expense allowances for the year and for the period is available through the menu for the department on the department list (AP > Tables > Departments > Menu > Allowance Summary) (Figure 12).

Figure 12 - Department Allowance Summary Panel

The Department Allowance Summary panel displays the yearly allowance, the amount on requisitions pending approval (Pending), the amount on approved requisitions (Approved), the amount on order (Ordered), the actual spend (Actual), and the amount remaining in the allowance for the year (Remainder).You can drill down to requisition lines for any of the amounts in the Pending, Approved, Ordered, or Actual columns by clicking the i (inquiry). Clicking the Details link displays the allowance amounts by period.

Fields on the Department Address Panel

This panel is for the asset department's address. You must enter one line of address information, the city, state, and zip code for the department. This information will be used on purchase orders when a delivery address to the department is required.

Fields on the Department Approvals Panel

Use this panel to assign approvers and an approval profile to the department, if desired. This approach lets you avoid maintaining approval data for multiple individual requesters in a department who all have the same approval settings. See Specifying Approval Item Types and Dollar Limits for details. Also, see Check Request Processing.

Fields on the Department Sales Tax Panel

These fields set tax rates for purchase orders that are separate PO by department when the ordering location and the delivery location (the department) are in different tax jurisdictions. The fields are the same as those on the Sales Tax tab for the Organization. See Setting Up Sales Tax for a Department for details.

Fields on the Department AP Info Panel

The AP Info panel lets you "switch on" tax calculations for invoices associated with the department. Departmental AP tax can only be calculated for invoices associated with POs when the department is specified "separate PO by department."

If you select AP Tax Enabled for a department, ERP looks in the field Default Tax Group for the tax group. If none is specified, ERP looks for a Default Tax Group according to the hierarchy Vendor AP Location > Department > Asset Location > Organization. For details, see How ERP identifies the correct tax rate to use to calculate AP tax.

If no tax group is found, an error message informs you and directs you to enter a tax group in the Default Tax Group field.

When new departments are created, the AP Tax Enabled field defaults to the same setting as the organization, you can update the AP Tax Enabled field if needed.

Field on the Department Fin Reporting Panel

Your site may use financial reporting fields to associate types of financial information with requisition lines, invoice lines, etc.

Financial reporting fields are site-specific, and can be set up in System Values. Financial Reporting Fields, along with Project Code and Fund Code let you generate reports on non-account code fields.
Your site may define one to three financial reporting fields.

• Click the ellipse ... to select a value for the field.
  

Approval Settings for Departments

Approval profiles let you define how requisition lines qualify for approvals on a departmental basis, independently of individual users' settings. Approval profiles contain the item types (stock, non-stock, non-file) and dollar limits for requisitions. Once created, an approval profile can be assigned to an entire department for the department's requesters. Direct approvers or approver groups can also be assigned to departments. In this way, you can avoid maintaining approval data for multiple individual requesters who all have the same approval requirements because they belong to the same department.

Notes:
- If a user belongs to a department that has an approval profile assigned, the approval profile takes precedence over the individual user's settings.
- You must be a system administrator to access requester limits information.

To create an approval profile:

1. From the Materials Management main Contents, click Requisitioning > Approval Profiles.
   The list of approval profiles appears (Figure 13), if any have been created. Otherwise, No Data appears.

Figure 13 - Approval Profiles List

2. Click New.
   The Approval Profile edit panel appears (Figure 14).

Figure 14 - Approval Profile Edit/Create Panel

3. Complete fields on the Approval Profile edit panel as needed. The fields, except for Approver Group, are the same as the fields on the User Profile Requester Limits panel.
   • Click Help for field information.
4. If all members of the approval group must approve the requisition, regardless of the requisition's total cost,
   and the maximum dollar amount assigned to any individual approver, select Approver Group - All must approve.
5. Click Submit.
   The system displays the Approval Profiles list.
6. Click Refresh to view the newly created approval profile.

You can now assign the approval profile to a department.

Assign Approval Profiles to Departments

You can assign an approval profile to a department from the Approval Profiles list (Figure 13) or from the Department Approvals edit tabbed panel (as described subsequently). On the Department Approvals edit panel, you can also designate a direct approver or an approver group for all the requesters in a department.

If a user belongs to a department that has an approval profile assigned, the approval profile takes precedence over the individual user's settings.

To assign an approval profile from the Approval Profiles list:

1. From the Materials Management main Contents, click Requisitioning > Approval Profiles.
   The list of approval profiles appears (Figure 13).
2. Next to the approval profile that you wish to assign, click Menu > Assign to Departments.
   A panel appears with a summary of the approval profile's limits, and a list of departments for selection.
3. Click the Select box next to the department or departments for the approval profile.
   • Normally, the list of departments is prefiltered to the departments for the Organization in your Current Settings.
     However, you can click Show All to view all departments.
   • You can use the Search to filter or refine the list of departments.
4. Click Submit when you finish selecting the department(s).
   The approval profile is assigned to the department(s).

To assign department approvals on the Department Approvals edit panel:

1. From the Materials Management main Contents, click Requisitioning > Departments.
   The list of departments appears.
   Click the edit icon next to the department of interest. The Department edit panel appears.
2. Click the Approvals tab (Figure 15).

Figure 15 - The Department Approvals Panel

3. Click the prompt to select values for fields on the Department Approvals tabbed panel. The fields are similar to the fields on the User Profile Requester Limits panel.
   • Select a Requisition Approval Profile. (See the previous discussion about Approval Profiles. Approval profiles must already be set up, or the select list will be empty.)
   • Select a Requisition Approver Group or a Requisition Direct Approver (but not both).
4. Click Submit.
   Approvals settings for the department are complete.

Importing Approvers and Approver Groups for Departments

This feature lets you link an existing approver group or direct approver to an organization and department within your ERP application.  The link is implemented via a download of a department's current approval setup parameters (approval profiles), followed by upload of approver groups and direct approvers.  This capability supports acquisition of new units at a medical center, and quarterly audit compliance. The feature uses the standard import.

Prerequisites:

Approval Groups must exist before you can assign users to them via the mass import. The department must also have associated Approval Profiles.

Users assigned as direct approvers or members of approver groups must have the correct authorizations in their User Profiles, the appropriate security objects set in their roles, and the organization/department permitted in their Data Profiles.

Notes:

If a site wants an AP check request approver group at the department level, they select one from the invoice or requisition approver types.

Assigning departmental approvers has two steps:

- Downloading the department's approval settings. The download generates a template that you can use to enter approvers and approver groups.
- Entering approvers in the template, save it, and upload it to ERP.

To download department templates,

1. From the Materials Management main Contents, select Imports/Exports and Financials > Department Approval Template.
   The Department Approval Template list appears with organizations and departments (Figure 16). The organizations and departments that appear are based on the department/organizations allowed in your data profile.
   - Use the Quick Filters and the column sort to filter the list so that it displays only the department of interest.

Figure 16 - Department Approval Templates List

2. Click the organization/department of interest. (The row turns blue.)
3. Click Spreadsheet (Figure 16). An Excel spreadsheet template opens.
4. Save the spreadsheet to a local network folder where you can work on it.
5. On the spreadsheet, enter the direct approver names, or the approver groups as needed. Figure 17 is an example.

Figure 17 - The Department Approval Template Spreadsheet

6. When you have entered all the approvers that you need, save the spreadsheet to a local file. Be sure to save the spreadsheet as a .csv file. The last cell in the spreadsheet (following your data) must be <EOF>.

To import the Departmental Approvals Spreadsheet

1. From the Materials Management main Contents, select Imports/Exports and Financials > Department Approval Import. The Department Approval Import appears.
2. Follow the instructions in the section below General Upload Instructions.
   When the file imports, you can open the Department record (Materials Management > Requisitioning > Departments > Edit ) and display the approvers or approver groups that you have added. Figure 18 is an example from the data in Figure 17.

Figure 18 - Imported Departmental Approvers/Groups on Department Record

General Instructions for Importing .csv Files Using the Standard ERP Upload

1. Open the list of imported files: Imports/Exports and Financials > Department Approval Import.
2. On the list of imports, click New (upper right). An Import Panel appears (Figure 19).

Figure 19 - The User Maintenance Upload Panel

3. Enter the file that you wish to import in the File to Upload field.
   - Click Browse to locate the file on your network, then click the file to select it.
4. At this step, you have a choice. You can work through the import process in either one stage or two stages.
• If you have uploaded files to the application before, use the one-stage approach, as follows:
  - Click Submit. The system attempts to upload your file and validate it. The appropriate imports list appears.
  - Click Refresh to see your file listed.
• For users working with import files for the first time, we recommend the two-stage import approach. The two-stage approach first loads the file and validates it. Click Load and verify, no import. Once the file has successfully loaded, you can process it manually from the Imports panel Menu.
- Click Help on the Imports panel for details on the processing step.
• On the list of imports, each import has a Menu that lets you Reprocess, View Details, Download or Delete an import file. Clicking Menu > View Details lets you display messages and edit the import record.
• Uploaded files that process completely with no errors have the Import Status of Complete.

Handling Import Errors

Valid rows on the spreadsheet will import into the application. If some rows are valid, and other are not, the invalid rows will not be imported.

When the Import Status of the uploaded user record file is not Complete, the import encountered errors.
To work with errors, you need to review the import details, make corrections, and reprocess the data.

1. Next to the import, click Menu > View Import Details to display any errors or warnings that may have occurred.
   - On the Import Details panel, each imported record appears. The Messages column contains Yes if errors or warnings exist for any record.
   - Click Menu > View Messages.
   - Click Menu > Edit to edit any unprocessed data and correct it.
2. After making corrections, from the import list, click Reprocess to rerun the process for any imports that do not have an Import Status of Complete.

Add Missing Departments to the System's Department Table

The Department Segment Utility lets you create missing departments in the system's Department Table from GL department account segments. A report object “Account Dept Segments Missing Depts” shows department segments for account codes that do not have a corresponding record in the department table. You can run this report to determine if a department is not listed in the table -- based on its account segment -- and then add the missing department using the utility.

To use the Department Segment Utility:

1. From the General Ledger main Contents, select Account Management > Department Segment Utility.
   The panel Create Missing Departments for Account Segments appears (Figure 20).
   This panel lists GL department segments that are not associated with a department in the Department table.

Figure 20 - Creating Missing Departments for Department Segments

2. Click the Select box next to an account code segment that you wish to assign to a department.
3. Accept or edit the associated value in the New Department column for the account segment.
4. Enter the department name in the New Department Name field, or accept the existing value.
5. Click Submit.

Mass Import for Departments

You can import department data to ERP to create new department records, to change department records, or to delete departments.

Administrators can control who has access to this feature with a security setting.

The first step is to export existing department data to an Excel worksheet. Then, using the worksheet as a template, make changes as needed to department data (Action code: C), or add new department information (Action code: A). You can also specify departments to delete (Action code: D). Save the worksheet as a .csv file, and finally upload it to the application.
The upload is the standard upload process. A new panel lets you work with uploaded department records.

The following steps upload department data.

Export data from one or more existing departments.

1. From the Materials Management main Contents, select Requisitioning > Departments.
   The Departments list appears (Figure 21).
2. Use list Search and filters to locate a department whose data you wish to change, or delete, or that is similar to a department that you wish to add. You will create and download an Excel document of that has this department's data at the top.

Figure 21 - The Departments List

3. Click Spreadsheet to download an Excel spreadsheet containing fields for all the departments on the filtered list. You can select how many records you wish to download.
   - A message appears asking you how many records you wish to download (Figure 22).
   Click a value.

Figure 22 - Select the Number of Excel Lines to Download

- A line appears at the bottom of the display asking how you would like to handle the Excel spreadsheet (Figure 23).

Figure 23 - Selecting the Disposition of the Excel Spreadsheet to Download

4. Click Open to open the spreadsheet, work with it, and then save it as a .csv file to a local network folder.
   Or click Save to save the spreadsheet, work with it later, and then save it as a .csv file.
   Note: The file that you will upload with the new/changed department data must be a .csv file.

Figure 24 is an example of the Excel spreadsheet, filtered.

Figure 24 - Department Lines on the Downloaded Excel Spreadsheet

5. Using the exported file as a template, edit worksheet column values to change or delete existing lines, to add new lines, or to add a new record with new lines.
   Spreadsheet lines can be copied and edited to create new departments.

The first column -- Action -- contains the action that the application should perform. Enter an action:

A - New line. Add a new department. 
D - Current line: delete the department record.
C - Current line: update the department record.
Leaving the Action column blank (no code entered) causes an error.

- EOF must be the last data element in the worksheet.

6. Save the worksheet as a .csv file to a local network location.
7. Import the .csv file that you saved on your network to the application.

Figure 25 is a summary of the fields on the downloaded Excel spreadsheet. (The image in Figure 24 is truncated on the left, for space.)

Figure 25 - Department Record Fields

Uploading Department Records and Using the Department Imports List

Department imports use the standard process, as outlined below.

1. From the Materials Management main Contents, select Imports/Exports and Financials > Department Imports.
   The Department Imports panel appears (Figure 26). This panel lists uploaded files and helps identify errors.

Figure 26 - The Department Imports Panel

2. On the list of imports, click New (upper right). An Import Panel appears (Figure 27).

Figure 26- The Department Upload Panel

3. Enter the file that you wish to import in the File to Upload field.
   - Click Browse to locate the file on your network, then click the file to select it.
4. At this step, you have a choice. You can work through the import process in either one stage or two stages.
• If you have uploaded files to the application before, use the one-stage approach, as follows:
  - Click Submit. The system attempts to upload your file and validate it. The appropriate imports list appears.
  - Click Refresh to see your file listed.
• For users working with import files for the first time, we recommend the two-stage import approach. The two-stage approach first loads the file and validates it. Click Load and verify, no import. Once the file has successfully loaded, you can process it manually from the Imports panel Menu.
- Click Help on the Imports panel for details on the processing step.

On the list of imports, each import has a Menu that lets you Reprocess, View Details, Download or Delete an import file.

• Reprocess - Reprocess any unprocessed import lines
• View Import Details - View a list of lines for the import. You can also display messages and edit the import record.
  - When you open import details for a file that did not successfully process, you can then edit the details for any unprocessed lines, and then reprocess.
• Download - Download a copy of the raw import file
• Delete - Delete the import

Uploaded files that process completely with no errors have the Import Status of Complete.

Security for Department Imports

To be able to import department data, users must have the role object "Department Import" (DeptImport) in their roles set to All, Create, or Modify, depending on what they are doing. (All allows deletion.)

The menu option Imports/Exports and Financials > Department Imports does not appear for users with "DepartmentImport" set to None.

Creating a Data Record for a GPO

To identify a Group Purchasing Organization:

1. From the Materials Management main Contents, click Tables > Group Purchasing Organization. 
   The Group Purchasing Organizations list appears.

2. Click New.
   The Group Purchasing Organizations Edit panel appears.

3. Complete the required fields - GPO Code and GPO Name (indicated with an asterisk * ). 

4. Complete the URL field, if needed.
   The URL contains the Internet address of the home page (or other key page) (Worldwide Web) for the GPO. This field value begins with http://

5. Click Submit.
   The system returns you to the Group Purchasing Organizations list.

6. Click Refresh to see the group purchasing organization that you added.

Organization Imports

This feature allows user to avoid changing organization records or creating organizations one-at-a-time, manually. You can create and change organizations via an import. This process is similar to importing department data.

The first step is to export existing organization data to an Excel worksheet. Then, using the worksheet as a template, make changes as needed to organization data (Action code: C), or add a new organization (Action code: A).

Next, save the worksheet as a .csv file, and finally upload it to the application.
The upload is the standard upload process. A new panel lets you work with uploaded organization records.

Note: Currently, this feature only handles add and change. Delete (Action code: D) is not yet supported.

Security: The user importing organization data must have the role object "OrgImport" minimally set to Modify.

Below is a summary of the steps.

Download a spreadsheet of existing data, edit it for new/changed organizations, and save it.

1. From the Materials Management main Contents, select Tables > Organizations.
   The Organizations list appears.
2. Use the list Search and filters to locate an organization whose data you wish to change, or that is similar to an organization that you wish to add. Set that organization to the top of the list. You will create and download an Excel document with that organization's data at the top.
3. Click Spreadsheet to download an Excel spreadsheet containing fields for all the organizations on the filtered list. ERP may ask how many records you wish to download. If so, a message appears.
   - Click a value for the number of downloads.
4. Click Open to open the spreadsheet, work with it, and then save it as a .csv file to a local network folder.
   Or click Save to save the spreadsheet, work with it later, and then save it as a .csv file.
   Note: The file that you will upload with the new/changed department data must be a .csv file.
5. Using the exported file as a template, edit worksheet column values to change or delete existing lines, to add new lines, or to add a new record with new lines. A list of fields is in the detailed online documentation.
   Spreadsheet lines can be copied and edited to create new organizations..

The first column -- Action -- contains the action that the application should perform. Enter an action:

A - New line. Add a new department. 
C - Current line: update the department record.
Leaving the Action column blank (no code entered) causes an error.

- EOF must be the last data element in the worksheet.

6. Save the worksheet as a .csv file to a local network location.
7. Import the .csv file that you saved on your network to the application.

Upload the Organization records

Organization imports use the standard process, as outlined below.

1. From the Materials Management main Contents, select Imports/Exports and Financials > Organization Imports.
   The Organization  Imports panel appears). This panel lists uploaded files and helps identify errors.

Figure 27 - The Organization Imports Panel

2. On the list of imports, click New (upper right). The standard Import Panel appears.
3. Enter the file that you wish to import in the File to Upload field.
   - Click Browse to locate the file on your network, then click the file to select it.
4. At this step, you have a choice. You can work through the import process in either one stage or two stages.
• If you have uploaded files to the application before, use the one-stage approach, as follows:
  - Click Submit. The system attempts to upload your file and validate it. The appropriate imports list appears.
  - Click Refresh to see your file listed.
• For users working with import files for the first time, we recommend the two-stage import approach. The two-stage approach first loads the file and validates it. Click Load and verify, no import. Once the file has successfully loaded, you can process it manually from the Imports panel Menu.
- Click Help on the Imports panel for details on the processing step.

On the list of imports, each import has a Menu that lets you Reprocess, View Details, Download or Delete an import file.
Uploaded files that process completely with no errors have the Import Status of Complete.

• Reprocess - Reprocess any unprocessed import lines
• View Import Details - View a list of lines for the import. You can also display messages and edit the import record.
  - When you open import details for a file that did not successfully process, you can then edit the details for any unprocessed lines, and then reprocess.
• Download - Download a copy of the raw import file
• Delete - Delete the import

Here are the fields for organization records that you can use for imports.

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