Link Organizations Subtask
Use this subtask to specify the organizations that can use a business unit.
Query an existing record or add a new record on the main screen of Manage Opportunity Business Units to display this subtask. You can link multiple organizations to a single business unit, but you cannot link a single organization to multiple business units. To simultaneously link multiple organizations to the business unit, use wildcard options to select organizations. All linked business unit/organization combinations are stored in the BUSINESS_UNIT_ORG table. You can view them on the Business Unit/Org Links subtask.
If you are using wildcards and one or more organizations are already linked to a business unit, Costpoint links the organizations that are not yet linked to another business unit and displays a message informing that some organizations could not be linked.
Only organizations that belong to the company of the logged-in user can be linked to a business unit.
An alternative method of linking business units and organizations is by using the Business Unit/Org Links subtask (also on the Manage Opportunity Business Units screen).
Organization Details
Use this group box to specify the organizations to be linked to the business unit.
| Field | Description |
|---|---|
| Org ID |
Enter, or click
You can also enter wildcards in this field to link many organizations simultaneously to the same business unit. The wildcard search options are listed in the Wildcard Options group box. If you use a wildcard option, enter at least one alphanumeric character to search for. If Costpoint displays a "Zero rows created" message when you click the Create Links button, make sure you did not enter an invalid wildcard character. |
| Org Name | This field displays the name of the organization. |
| Create Links | After you select the organizations to which you want to link the business unit, click this button to create the business unit/organization links for the selected business unit. You can view the business unit/organization combinations you create on the Business Unit/Org Links subtask. |
to select, a valid organization.
Wildcard Options
This group box displays information about the wildcards that you can use to link many organizations to the same business unit. Enter any of these options in the Org ID field.