Use Organization to set up the organization’s name and address, default options, and interfaced applications.

Change the organization's information

Update the organization's name and address, change the default options, or add or remove the link to an interfaced application.

Do this...

1. Open Connect Cemetery Management > Organization > Organization.

2. Set up the organization information and options. Use the sections listed in this help topic to complete each field.

3. Click Save (CTRL+S).

The updated information is saved.

Location format

The >format is a mask, composed of a series of symbols and characters, to format the value that is stored in a field. The value that displays in the Format field is based on the mask the system will use to format the location number.

• Use * to represent a number (0-9) or character (A-Z).

• Use # to represent a number (0-9).

• Use the letters A to Z to represent a character or word. Example: Block, Lot, Sect, Loc

• Use a period (.), comma (,), dash (-), forward slash (/), or underscore (_) to separate segments.

• I want to use a format. Use the Format field to enter the mask for formatting the value stored in the Location field.  

• I do not want to format the location number. Remove the value from the Format field. The system will use AA12345 as the default format.
  

Organization contact information

The organization's name and contact information is stored in Organization. The application will print this name and address on reports, forms, lists, notices, bills, and so on.

Enter the organization’s information in the following fields:

• Primary and secondary name

• Address

• Telephone, Fax, and Email
  

Turn on/off the interface to General Ledger

Configure the Cemetery Management application to update information to an interfaced application.

Do this...

1. Open Connect Cemetery Management > Organization > Organization > General Ledger Interface tab.

2. Select the Interface.

An >interface is an application that allows other applications to share information.

How do you want to interface to the application?

• I want to use Caselle Connect to interface to Cemetery Management. Select Caselle 4.x. Use this option to update values to the interfaced application and look up account numbers.

• I want to use a non-Caselle application to interface to Cemetery Management. Select Other. This option is only available for General Ledger.

• I do not want to interface to Cemetery Management. Select None.

The >update method is the accounting method the application will use to post transactions to the General Ledger.

What is the method for updating amounts to the general ledger?

• Record amounts when income is earned. This is the default setting. Select Accrual as the Update Method.

• Record amounts when cash is received. Select Cash as the Update Method.

A GL account is an account in the General Ledger that records credits and debits. Use the fields in the section titled General Ledger Accounts to enter the default GL account for

• Cash clearing

• Unapplied payments

• Accounts receivable

• Purchase

• Open/close

• Perpetual care

• Late fee

• Write-off
  

User-defined fields

Do you want to add a field that collects information that is not collected elsewhere in the application? A user-defined field is the way to go. You can view user-defined information in the file it was saved in, in Inquiry, or on reports that allow you to print user-defined fields.

All user-defined fields are set up in Organization. In Organization, you can determine where you want the user-defined field to appear in the application, what type of user-defined field to create, and how the user will be allowed to enter the information the user-defined field is requesting.

Before you get started, you'll need this information:

• What's the name of the routine where you want to create the user-defined field? The name of the routine, for example, Setup New Customer, will also be the name of the Table that you'll be asked to select when you set up the user-defined field.

• What's the name of the user-defined field? It should be descriptive enough to tell the person filling in the field what they should enter.

• What type of information will the user-defined collect? Some user-defined types, like Dates and Numbers are very specific. When in doubt, choose a Text field because a Text field allows text as well as dates or numbers. If you'd rather add a checkbox instead of a field, choose the Yes/No option.

• Do you want to provide users with a list of values to choose from? You can create a drop-down list for your users. A drop-down list will show a list of options which the user can choose from. The drop-down list can limit the user to the list or it can allow a user to type in a different value.

• Do you want to the user-defined field to show a default value? Of course, you can edit the default value but if you already know the value most users will pick then it might save time to use it as the default value.

Now, you're ready to use the options on the User-defined tab to create a user-defined field.