Master Organization form

Configuration Organizations Master Organizations Master Organizations view Master Organization form

The Master Organization form enables you to add and edit an organization and assign it a business role such as line operator, railroad operator, trucking company, or agent. A master organization can have multiple business roles.

For your initial setup, we recommend that you add the standard list of master organizations. For more information, see Set-up Database view (on page 1).

To add or edit a master organization:

  1. In the Id field, enter an ID for the master organization.

After you save an organization, you cannot edit the role or the ID for the organization.

  1. From the Business Role drop-down list, select a business role, such as Line Operator, Agent, or Trucking Company for the master organization.

If the combination of the Id and and the Business Role is unique, you can use the same ID for multiple master organizations.

  1. Specify other optional information for the master organization.

  2. Click Save.

The following table lists the various optional fields in the Master Organization form:

Field Label

Description

Name

Enter the name of the master organization.

SCAC Code

Enter the Standard Carrier Alpha Code for the master organization.

Is Operator

Select the check box if the master organization is also an equipment operator.

Is Owner

Select the check box if the master organization is also an equipment owner.

BIC Code

Enter the Bureau International des Containers et du Transport Code for the master organization.

The SCAC and BIC codes are used to identify the master organization in EDI messages.

Contact Name

Enter the name of the contact person for the master organization.

Contact Address Line1

Enter the first line of the mailing address.

Contact Address Line2

Enter the second line of the mailing address.

Contact City

Enter the mailing address city.

Contact Country

Select the country for the mailing address.

Contact State

Select the state for the mailing address. The lookup list displays the states defined for the selected country.

To add a state, use the States tab (on page 1) in the Country form (on page 1) for the selected country.

Contact Mail Code

Enter the Mail/Zip code.

Contact Telephone

Enter the telephone number.

Contact Website URL

Enter the URL for the website of the master organization.