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Reviewing the Details of an Organisational Unit

This article explains how you can view the number of projects, products, enquiries and organisational users added for a particular organisational user.

In the details page of an 'Organisational Unit', you can see a set of buttons in the toolbar. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No. Name Description
1 Back Use this button to return to the list page of organisational unit
2 Edit Organisation Click to edit the organisational unit
3 Archive Organisation Click to archive the organisational unit
4 Logo The logo of the added organisational unit
5 Organisational Unit Name The name of the added organisational unit
6 Address The address of the organisational unit
7 Telephone Number The telephone number of the added organisational unit
8 Fax Number The fax number of the added organisational unit
9 Orders Click to view the list of orders the organisational unit is linked to
10 Fiscal Year Click to view the list of fiscal years added for the organisational unit and to add past fiscal years
11 Payments Click to view the list of payments the organisational unit is linked to
12 Payments Settings Click to select payment methods for the organisational unit and the corresponding ledger to be associated with it
13 Ledger Click to view and add ledger for the organisational unit
14 Sales Enquiry Click to view the list of sales enquiry the organisational unit is linked to
15 Products Click to view the list of products the organisational unit is linked to
16 Projects Click to view the list of projects the organisational unit is linked to
17 Users Click to view the list of users the organisational unit is linked to
18 Tickets The list of tickets added for the organisational unit
19 Latest Activities The latest activities of the organisational unit will auto-populate here

Edit Organisational Unit

Clicking on the 'Edit Organisation' button from the view Organisational Unit details page will open up the 'Edit Organisational Unit' pop-up window as shown in Figure 2. Edit the requisite information and click on the 'Submit' button to save the information as shown in Figure 2.

Figure 2
Figure 2

If the Fiscal Year for the Organisational Unit is changed, then the current Fiscal Year will be closed and the changes will be applicable for the new Fiscal Year.

Archive Organisational Unit

To archive the 'Organisational Unit', click on the 'Archive' button present in the toolbar as shown in Figure 3.

Figure 3
Figure 3

Upon doing so, the 'Archive Organisational Unit' pop-up window with two buttons 'Proceed' and 'Cancel' will appear as shown in Figure 4. Click on the 'Proceed' button to archive the Organisational Unit. Click on the 'Cancel' button to close the pop-up window.

Figure 4
Figure 4

Clicking on the 'Orders' button from the view Organisational Unit details page will open up the list page of 'Orders' as shown in Figure 5.

Figure 5
Figure 5

In the list page of 'Orders', you can view the list of Orders the Organisational Unit is linked to. By clicking on the 'Reset' button as shown in Figure 6, you will be redirected to the 'Orders' Module. For more details about 'Orders', refer to the 'Orders' Module.

Figure 6
Figure 6

Clicking on the 'Payments' button from the view Organisational Unit details page will open up the list page of 'Payments' as shown in Figure 7.

Figure 7
Figure 7

In the list page of 'Payments', you can view the list of Payments added to or deducted from the Organisational Unit.

Figure 8
Figure 8

Clicking on the 'Enquiry' button from the view Organisational Unit details page will open up the list page of 'Enquiry' as shown in Figure 9.

Figure 9
Figure 9

In the list page of 'Enquiry', you can view the list of Enquiries the Organisational Unit is linked to. By clicking on the 'Reset' button as shown in Figure 10, you will be redirected to the 'Enquiry' Module. For more details about 'Enquiry', refer to the 'Enquiry' Module.

Figure 10
Figure 10

Clicking on the 'Products' button from the view Organisational Unit details page will open up the list page of 'Products' as shown in Figure 11.

Figure 11
Figure 11

In the list page of 'Products', you can view the list of Products the Organisational Unit is linked to. By clicking on the 'Reset' button as shown in Figure 12, you will be redirected to the 'Products' Module. For more details about 'Products', refer to the 'Products' Module.

Figure 12
Figure 12

Clicking on the 'Projects' button from the view Organisational Unit details page will open up the list page of 'Projects' as shown in Figure 13.

Figure 13
Figure 13

In the list page of 'Projects', you can view the list of Projects the Organisational Unit is linked to. By clicking on the 'Reset' button as shown in Figure 14, you will be redirected to the 'Projects' Module. For more details about 'Projects', refer to the 'Projects' Module.

Figure 14
Figure 14

Click on the 'Users' button from the view Organisational Unit details page to view the list of Users linked with this Organisational Unit as shown in Figure 15.

Figure 15
Figure 15

Upon doing so, you can view the list of Users present in the Organisational Unit. By clicking on the 'Reset' button as shown in Figure 16, you will be redirected to the 'People' Module. For more details, refer to the 'People' Module.

Figure 16
Figure 16

Click on the 'All' link from the 'Tickets' widget appearing on the view Organisational Unit details page to view the list of Tickets linked with this Organisational Unit as shown in Figure 17.

Figure 17
Figure 17

Upon doing so, you can view the list of Tickets added for the Organisational Unit. By clicking on the 'Reset' button as shown in Figure 18, you will be redirected to the 'Tickets' Module. For more details, refer to the 'Tickets' Module.

Figure 18
Figure 18

Click on the 'All' link from the 'Latest Activities' widget appearing on the view Organisational Unit details page to view the list of Activities added for this Organisational Unit as shown in Figure 19.

Figure 19
Figure 19

Upon doing so, you can view the list of Activities added for the Organisational Unit as shown in Figure 20.

Figure 20
Figure 20

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