Create an organisational customer
Organisational Customers are a subset of customers in the system that are used to hold the information of entities such as finance companies, originator groups and any other entities.
Users will only be able to view and edit the organisational customer details that they have access to, determined by the ownership group.(with the same ownership group as the user, or an ownership group lower in the hierarchy).
1. To create an Organisational Customer navigate to Configuration-> Organisational Structure
2. Click on Organisational customer under Organisational customers
3. Provide the customer details under Name tab and click on Next
ABN Status - Select the Status of the ABN from the drop down list.
ACN Number - Enter the Australian Company Number.
ABN Number - Enter the Australian Business Number of the company/customer.
Registered For GST - Default to unchecked and check the tick box if the customer has registered for GST .
Legal Name - Enter the Legal name of the company/customer.
Name - Enter the name of the company/customer
Short Display Name - Enter the Short Display Name of the company/customer
Trading Name/ business Name - Enter the business or trading name of the company/customer
Finance Company - Select the Finance company from the drop down list that the organisational company/customer belongs to.
Business Activity - Provide the details of the business activities that the company/customer is engaged with
Number of Employees - Enter the number of employees working under the business company/customer
Years with Current Owners - Provide the number of years that the business is engaged with the current owners.
Once the details have been provided Click on 
to continue.
4. Select the purpose of using the system and business type from the drop downs and click on next to continue:
Business Type - Select the type of the business from the drop down list
Once the details have been provided Click on to continue.
5. Provide the incorporation detail in the incorporation tab
Tax Number - Enter the tax number
Details of Membership class - Provide the details of the incorporation membership class details
Establishing Legislation Name - Provide the establishing legislation name
ARSN Number - Provide the Australian registered scheme number
Country of Incorporation - Select the country of the incorporation from the drop down list provided
Date Incorporated - provide the date incorporated
Registered Body - provide the registered body
Registered Number -Enter the registered number
Market /Exchange - Provide the market or exchange details
Parent Listed Company Name - provide the parent listed company name if there is any
Once the details have been provided Click on to continue.
6. Finally, provide the Contact details and click on Save to complete adding the Organisational customer.
Website - Provide the website address if there is any
Primary Contact Email - Enter the primary email address
Primary Contact Confirm email - Confirm the email address provided above
Once the details have been provided click on 
to complete creating the Organisational customer.
7. Once you have created the Organisational customer use the search bar in the bottom of the page to search for the Organisational customer that you recently created.
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