The Organization dialog window is displayed whenever a user adds or modifies an organization. Information about the organization is maintained through the use of this dialog window.
Information about an organization is broken down into five sections: General, Address, Contact, Documents and Manifest Operations. Information provided in these areas is used in different aspects of WorldLink. Not all fields are required to have data.
General Information
Organization Code - This is the code by which you want the organization to be referenced in the WorldLink system. Certain functions of WorldLink will present the user with this code as reference to the organization.
Organization Name - The name of the organization.
Tax ID Number - This is provided for those instances where the tax number of an organization is required.
Tax ID Type - Select the representation of the number provided in the previous field. Options are either 'EIN Number' or 'Social Security'.
Note: A Tax Id Type of 'VAT' is available for countries and organizations that do not use either EIN Number or Social Security Number.
Address Information
Address - Three lines are provided for the address of the organization.
City - The city in which the organization resides.
State - The state in which the organization resides. This is a two-character abbreviation of the state name.
Zip - The postal zip code of the organization.
Country - The country in which the organization resides. A drop-down box is provided for selecting the country. 'United States' is the default value for this field.
Contact Information
Contact Name - A point-of-contact for the organization.
Email Address - The email address of a point-of-contact for the organization.
Phone - The phone number for the organization.
Fax - The fax number for the organization.
Documents
The reports are printed by the default printer for the workstation that invoked the report. The # of Copies value indicates how many copies of the report to print.
Comm. Invoice - The Crystal Report Template (*. RPT) for the Commercial Invoice is entered here.
Bill of Lading - The Crystal Report Template (*. RPT) for the Bill of Lading is entered here.
NAFTA - The Crystal Report Template (*. RPT) for the NAFTA Certificate is entered here.
SED - The Crystal Report Template (*. RPT) for the SED is entered here.
CO(Cert. of Origin) - The Crystal Report Template (*. RPT) for the Certificate of Origin is entered here.
SLI - The Crystal Report Template (*. RPT) for the SLI is entered here.
DHL DG - The Crystal Report Template (*. RPT) for the DHL Dangerous Goods report is entered here.
TNT DG - The Crystal Report Template (*. RPT) for the TNT Dangerous Goods report is entered here.
Manifests
Auto Open - Allows the configuration of WorldLink to automatically open a manifest to enable shipping. Options are ' N.A.', 'Only Host Shipments', or 'All Shipments'. This will enable the automatic creation of manifests based on the act of shipping.
Auto Select - Allows the configuration of WorldLink to automatically select a manifest to enable shipping. Options are ' N.A.', 'Only Host Shipments', or 'All Shipments'. This will enable the automatic creation of manifests based on the act of shipping.
Available functions are:
OK - Click on this button to accept the changes made.
Cancel - Click on this button to cancel out of the Organization dialog window and discard any changes made.