Organisation Details

note

To return to the search screen, click Organisation Details next to Welcome at the top-right corner of the page.

The Organisation Details screen is the master record for company-level configuration. It controls legal identity, numbering prefixes, production timing rules, mail settings, invoice behavior, and the optional sub-tabs for people, addresses, and reference numbers.

1. Search Organisation Details

Open Design & Development -> Masters -> Organisation Details.
The search screen loads existing organisation data automatically.
If a record exists, the grid shows Organisation Name, PAN Number, and a View/Edit action.
If no record exists, the Add Organisation button is shown.
Search results are retrieved from the organisation details master and the page shows a success or info toast based on whether records are found.

2. Add Organisation Details

Only an admin can create organisation details. After the first record is saved, the same screen becomes an edit screen for that organisation.

2.1 General

Organisation Legal Name [Text Field] (Mandatory): Enter the full legal name of the organization.
Organisation Trade Name [Text Field] (Mandatory): Enter the trade name used by the organization.
PAN Number [Text Field] (Mandatory): Enter the Permanent Account Number (PAN) of the organization.
GST Number [Text Field] (Mandatory): Enter the Goods and Services Tax (GST) Number of the organization.
IE Code [Text Field] (Mandatory): Enter the Importer Exporter (IE) Code of the organization.
Organisation Short Name [Text Field] (Mandatory): Enter a short and recognizable name for the organization.
Email [Text Field] (Mandatory): Enter the official email address of the organization. Multiple email IDs can be entered separated by commas if required.
GST District Code [Number Field] (Mandatory): Enter the district code related to the organization's GST registration.
GST State Code [Number Field] (Mandatory): Enter the state code associated with the organization's GST registration.
Financial Year Starts [Dropdown] (Mandatory): Select the month from which the organization's financial year begins.
Base Currency [Dropdown] (Mandatory): Select the base currency used for financial transactions within the organization.
Phone Number [Number Field] (Mandatory): Enter the official phone number of the organization.
Serial Number Bulk Generation [Read Only]: Displays whether bulk generation is active or inactive.
Material Planning Action Type [Dropdown] (Mandatory): Select the action type to be followed in the material planning process.
GRN Date Back Limit [Number Field] (Mandatory): Enter the maximum number of days for which a GRN date can be backdated. This limit is used to ensure that GRN dates are not set too far in the past, maintaining data integrity.
TIN No [Text Field]: Enter the TIN number if applicable.
CST No [Text Field]: Enter the CST number if applicable.

2.2 General Settings

Is Financial Year Format [Checkbox] enables financial-year-based numbering.
Is MFA Enabled [Checkbox] enables multi-factor authentication.
Is Round Off Enabled [Checkbox] enables round-off handling in calculations.
Link DC to Invoice [Checkbox] shows the DC dropdown on invoice entry.
Restrict Invoice Creation [Checkbox] blocks invoice creation when stock is not available.
Enable ECN [Checkbox] enables ECN flow at organisation level.

2.3 CMM

Print Number Column [Text Field]: Enter the print-number column mapping used in CMM integration.
Actual Value Column [Text Field]: Enter the actual-value column mapping used in CMM integration.
Geometry Value Column [Text Field]: Enter the geometry-value column mapping used in CMM integration.

2.4 Production

Shift Start/End Grace Time (Minutes) [Dropdown] (Mandatory): Select the allowed time window for shift start and shift end logging.
Hourly Production Entry Time (Minutes) [Number Field] (Mandatory): Enter the time interval used for hourly production entry.
Shift Auto-Close Buffer Time (Minutes) [Number Field] (Mandatory): Enter the extra time allowed to close the shift manually after shift end.

The production settings define how early or late a shift can be logged, how often hourly production is expected, and how long the system waits before auto-closing a shift.

2.5 Prefix

The prefix values define the auto-generated numbering format for different screens.

Vendor Prefix [Text Field] (Mandatory): Enter the prefix to be used for the vendor.
Supplier PO Prefix [Text Field] (Mandatory): Enter the prefix to be used for supplier purchase orders.
Miscellaneous Payment Prefix [Text Field] (Mandatory): Enter the prefix to be used for miscellaneous payments.
GRN Prefix [Text Field] (Mandatory): Enter the prefix to be used for the GRN.
Job Order Prefix [Text Field] (Mandatory): Enter the prefix to be used for job orders.
Supplier DC Outward Prefix [Text Field] (Mandatory): Enter the prefix to be used for supplier jobwork outward DC.
Returnable DC Outward Prefix [Text Field] (Mandatory): Enter the prefix to be used for returnable DC outward.
Organisation Website URL [Text Field]: Enter the organization website URL.
NDA Prefix [Text Field] (Mandatory): Enter the prefix to be used for NDA.
Non-Returnable DC Prefix [Text Field] (Mandatory): Enter the prefix to be used for non-returnable DC.
Calibration Prefix [Text Field] (Mandatory): Enter the prefix to be used for calibration.
Inward Batch No Prefix [Text Field] (Mandatory): Enter the prefix to be used for inward batch number.
WorkOrder Prefix [Text Field] (Mandatory): Enter the prefix to be used for inward inspection work order.
Returnable DC In Prefix [Text Field] (Mandatory): Enter the prefix to be used for returnable DC inward.
Debit Note Prefix [Text Field] (Mandatory): Enter the prefix to be used for debit note.
Credit Note Prefix [Text Field] (Mandatory): Enter the prefix to be used for credit note.
Route Card Prefix [Text Field] (Mandatory): Enter the prefix to be used for route card.
Service PO Prefix [Text Field] (Mandatory): Enter the prefix to be used for service PO.
Gate Entry In Prefix [Text Field] (Mandatory): Enter the prefix to be used for gate entry in.
Gate Entry Out Prefix [Text Field] (Mandatory): Enter the prefix to be used for gate entry out.
RFQ Prefix [Text Field] (Mandatory): Enter the prefix to be used for RFQ.
Purchase Request Prefix [Text Field] (Mandatory): Enter the prefix to be used for purchase request.
Asset Prefix [Text Field] (Mandatory): Enter the prefix to be used for asset.
Restrict Setting Piece [Toggle] (Optional): Enable this option to control access to the Setting Entry screen.

2.6 Templates

Invoice Template [Dropdown] (Mandatory): Select the template for invoice PDF generation.
Tally Template [Dropdown] (Mandatory): Select the template used for tally-related output.
Country Of Final Destination Applicable [Dropdown] (Mandatory): Select Yes or No for country of final destination applicability.

If Yes is selected for country of final destination, that value becomes read-only in invoice flows and is fetched from the plant.

2.7 Default Terms and Conditions

Supplier PO Terms and Conditions [Rich Text Editor]: Enter the default terms and conditions to be used in supplier PO documents.

2.8 Automated Mail

Automated From Mail [Text Field] (Mandatory): Enter the mail ID from which automated and other mails from the organization are sent. Multiple email IDs can be entered separated by commas if required.
From Mail Password [Password Field] (Mandatory): Enter the password for the mail account.
Host [Text Field] (Mandatory): Enter the mail host.
Port [Text Field] (Mandatory): Enter the mail port.

Email values are validated before save. The screen also validates the automated mail address separately.

2.9 Dashboard Config

Part Statuses [Multi-Select Dropdown]: Select multiple production part statuses for dashboard configuration.
The values are stored as a comma-separated configuration list.

3. Edit Organisation Details

Click View/Edit from the search grid to open the organisation record.
The edit screen shows the saved values and the same configuration sections listed above.
Changing the organisation name is checked for duplicates before save.
Saving updates the existing organisation record and keeps the same organisation ID.

4. Sub-Tabs

The sub-tabs shown on the organisation screen depend on user asset access.

Responsible Person appears when the user has PEOPLE access.
Address appears when the user has ADDRESS access.
Reference Number is always available on the organisation screen.

4.1 Responsible Person

First Name [Text Field] (Mandatory): Enter the first name of the responsible person.
Last Name [Text Field]: Enter the last name of the responsible person.
Middle Initial [Text Field]: Enter the middle name or initial of the responsible person.
Phone Number [Number Field] (Mandatory): Enter the phone number of the responsible person. The mobile number should be 10 digits.
Email [Text Field] (Mandatory): Enter the email of the responsible person.

The list shows the saved responsible persons with View/Edit support.

4.2 Address

Address Type [Dropdown] (Mandatory): Choose an address type from the dropdown menu. The available options are controlled from address type master configuration.
Line One [Text Field] (Mandatory): Enter the first line of the address.
Line Two [Text Field] (Mandatory): Enter the second line of the address.
Line Three [Text Field]: Enter the third line of the address.
Line Four [Text Field]: Enter the fourth line of the address.
Country [Dropdown] (Mandatory): Choose the country from the dropdown.
Province/State [Dropdown] (Mandatory): Select the state or province for the selected country.
City [Dropdown] (Mandatory): Select the city for the selected state or province.
Postal Code [Text Field] (Mandatory): Enter the postal code for the address.
Status [Dropdown] (Mandatory): Choose whether the address is active or inactive.

4.3 Reference Number

Docs / Record Type [Dropdown] (Mandatory): Select the required document or record type from the dropdown list.
Docs / Record Identification [Text Field] (Mandatory): Enter the document or record identification number.
Rev No / Date [Text Field] (Mandatory): Enter the revision number and date related to the selected document or record.

Rules for reference numbers:

A document type can be created only once per organisation.
During edit, only Docs / Record Identification and Rev No / Date can be changed.
The selected document type is read-only in edit mode.

5. Notes

The organisation screen uses the save/update APIs from the HR organisation-details service.
Current toast messages include organisation add, update, duplicate-name, invalid email, and invalid automated-mail validation messages.
The screen supports dashboard part-status selection through the production part-status picklist.