Working with the list of entities included in an organization
In the "Organization" component, you can:
About entity types in organizations
There are four different types of entities that can be included in an organization/hierarchy tree: payee, structure, department and territory.
Each of these entities is specifically identified in the hierarchy using the following convention:
Payee: icon
or payee picture
Structure: icon
, with the name of the structure, followed by the mention "STRUCTURE"
Department: icon
with the name of the department, followed by the mention "DEPARTMENT"
Territory: icon
with the name of the territory, followed by the mention "TERRITORY"
The following figures illustrate the integration of a "Structure" entity in both list view and chart view:
Entity types in list view
Entity types in chart view
Viewing the List of Entities included in an organization
Upon opening, the "Organization" component displays the default hierarchy defined for your user. You can change the default hierarchy tree assigned to your user using the procedure described in Defining your individual preferences .
To view the list of payees included in the hierarchy tree, proceed as follows:
Open the "Organization" component by clicking
in the navigation bar. The component opens by default on the list of payees corresponding to the default hierarchy tree (see "User" component overview).
If you wish, change the selected hierarchy in the Hierarchy drop-down list. The list of payees in the organization is displayed below the search field, as illustrated in the following figure:
Payee list
Searching for an entity
While working in the list or the chart view, you can easily search for an entity from your organization, as detailed in the procedures below.
From the list view
To search for an entity in the list view of an organization, proceed as follows:
Open the organization in which you want to search for a payee (see ).
In the Search field, type the name (or part of the name) of the entity you want to retrieve. You can also enter the payee code. The entities corresponding to the entered search string are displayed in the list, below the field, as illustrated in the following figure:
Entity search from the list
From the chart view
To search for a specific entity in the chart view, proceed as follows:
Click the
icon, in the top right corner of the application window. The Search pane, which contains all the entities in the hierarchy, is opened, as illustrated in the following figure:
Payee search pane
This is an note/information message.
You notice that the number of payees under the direct management of an individual entity is also displayed in the "Search" pane.
Enter the name of the entity (or part of its name) in the Filter field, in the top part of the pane. The search is performed as you type in the field.
Click an entity in the list of results. The Search pane is closed and the selected payee is brought to focus in the organization.
Viewing the details of a payee
Upon opening your organization, whether you are working in the list or chart view, you can access the details of any payee.
This is an note/information message.
Entities such as departments, territories and structures do not have a detail pane.
Accessing the details of a payee from the list view
To view the details of a payee from the list view, proceed as follows:
Locate the payee whose details you want to view (see Searching for an entity).
Hover the cursor of your mouse over the tile corresponding to the payee; do not click the tile.
Click in the far right of the tile, as illustrated in the following figure:
Details access
The payee details pane opens on the right of the application screen.
Accessing the details of a payee from the organization chart
To view the details of a payee from the organization chart, proceed as follows:
Locate, in the chart, the payee whose details you want to (see Searching for an entity).
Click the box corresponding to the payee in the chart. The payee details pane opens on the right of the application window, as illustrated in the following figure:
Payee details pane