Add or Edit an External Organisation

Add an organisation to Field View so you can assign it to a project, or edit an organisation that already exists. Each organisation name must be unique..

Use the search feature to ensure that the organisation you want to add doesn't already exist.

If you want to make changes to an organisation that was migrated from the systems library and is shared between multiple organisations, you must first copy that organisation into your enterprise library and then make the changes. These organisations are displayed with a building icon.

Fastpath: Main Menu Business SetupEnterprise LibrariesExternal Organisations
  1. Select the menu icon in the upper left corner, then choose Business Setup. Select Enterprise Libraries.
  2. Select External Organisations.
  3. If needed, search for the organisation to ensure it is not already in the enterprise library.
  4. Select Create New Organisation or select the organization you want to change.
    The Field View application displays either the Create New Organisation or the Edit Organisation window.
  5. In the Name field, enter or change the organisation's name.
    The name must be unique.
  6. Optionally, enter or change the organisation's alias name.
    This allows users to find the organisation if it's known by another name. You can enter more than one name.
  7. In the Registration Number field, enter or change the organization's registration number or tax ID.
  8. Select Save.
Field View adds the new external organisation to your list or updates the selected organisation, and you can choose the organisation for your project.