MarkView Administration > MarkView Administration menu > Module Admin > Configure organizations

Configure organizations

If you are not yet in a Business Module Admin window, select Administration > Module Admin and select Organizations.

  • To view or configure default settings for all organizations, click Organizations in the left-hand menu. See Set up Accounting Details reference mappings for all organizations for more information about accounting details.

  • To overwrite the existing configuration for an organization with the configuration for another organization, click Replace Configuration with new Template next to the organization to change.

  • To view or configure the settings for an organization, click Configuration.

  • To add an organization, click Add and follow these steps.

For the best results, configure global settings first, which lets you establish default settings for all organizations. Then, configure organization-specific settings to override global settings as needed.

  1. Log in to MarkView with administrative privileges.
  2. Select Administration > Module Admin
  3. From the menu on the left, select Organizations.

    The Org Admin window opens.

  4. Click Add.

    The Org Admin - Create a New Org Record form appears.


    Organization administration, create organization window

  5. From the Org Name list, select the organization to add.
    Note You cannot add an organization that is not defined in Oracle.
  6. Enter a new Org Short Name or accept the default Org Short Name, which MarkView populates with the name specified in Oracle. (If you use lowercase letters, MarkView converts them to uppercase.)

    MarkView uses the Org Short Name to more efficiently retrieve information. An Organization Name can have up to 260 characters with spaces and special characters, whereas the Org Short Name is limited to 8 alphanumeric characters with no spaces.

  7. (Optional) To use the configuration of an existing organization as the configuration for the new organization, select an organization under Copy Configuration From.

    For example, if your shared service center has 15 organizations that will follow the same workflow processes and have the same Sub Types, you can fully define and configure one organization and copy that configuration to the other 14 when you add them to MarkView.

  8. Click Insert.