Create/Update a New Organization

Profiles created under the Financial Management section are for use by duty stations that will create and submit applications on behalf of applicants who do not have access to the PCIT web application.  Only one profile per company/organization is needed.  ACOs can create a new applicant organization by completing the following steps:

1.Select the Financial Management link at the left side of the screen.
RESULT:  The Applicant Organization Financial Transactions page appears.
2.Search for an organization by entering the name (or part of the name using wildcards “*”) and click the Search button.
NOTE:  To avoid adding possible duplicate industry organizations, please try searching with the wildcard character.  Click the search tips link for additional help.
RESULT:  After a search is performed, the Create Applicant Org. button appears.
3.Click the Create Applicant Org. button.
RESULT:  The Create an Applicant Organization page appears.
4.Complete the required fields of the Create an Applicant Organization page as follows:
a)Company/Org. Admin Name:  Name of the organizational/company administrator (including first name, middle initial and last name).
b)Company/Org. Name:  Name of the organization/company.
c)Street Address:  The organization/company street address.
d)City:  The organization/company city.
e)State/Territory:  State/Territory in which the organization/company is located.
f)Zip Code:  Zip code of the organization/company address.  The zip code can be five-digits or nine-digits.
g)Phone:  Ten-digit organization/company telephone number includes the area code.  In addition, you may enter an extension number.
h)Fax:  The organization/company fax number.  This is an optional field.

 

5.Click the Save button to return to the search screen.
RESULT:  The Applicant Organization Financial Transactions page appears.

 

6.To update the applicant organization information, first search for the organization by entering the name (or part of the name using wildcards “*”) and click the Search button.  Once you locate the Organization you wish you update, click the corresponding Update Org. button.
RESULT:  The Update Applicant Organization page appears.

 

7.Update the applicant organization information as appropriate and click the Save button to save your entry.

 

See Also

Financial Management