Resolution Process for Adding a New Organization

1. On the Search Organization window, click the New button.  The Organization Resolution dialog box opens.
2. Select at least one reason.  More than one reason can be selected.  When either of the first two reasons is selected, the EIN/SSN and Tax ID Type are required.
3. Enter the EIN/SSN.  The Tax ID Type defaults to EIN; change to SSN if needed.
4. Click OK.  The organization resolution process runs behind the scenes.
   1.  If  no other organizations use the Tax ID, the Detail Organization window opens in Add mode. Finish adding the organization
   2. If   at least one other organization uses the Tax ID, the Organization Resolution  window opens.  The information entered in the dialog box is carried forward at the top of the window.  Research organizations on the list.
5. Click on a row.  The DBA Name and Address display.  The Open button enables. You can open the selected organization to view more information.
6. If the organization is already in N-FOCUS, click on the Use Existing Organization button.  A confirmation message opens.
7. Click on Yes to open the Detail Organization window for the selected organization.
8. The Add New Organization button is disabled.  The Add New Organization button will be enabled for N-FOCUS Production Support. If there is a valid reason to create a new organization with the same Tax ID used by other organizations, contact N-FOCUS Production Support for assistance.

(12-2011)