Link to Organizations Subtask
Use this subtask of the Manage Accounts to specify the organizations that can use the account.
Query an existing record or add a new record on the main screen to display this subtask. To link multiple organizations to the account, use wildcard options to select organizations. All linked account/organization combinations are stored in the ORG_ACCT table. You can view them on the Link Accounts/Organizations screen.
- If you selected the Validate Accounts for Organizations check box on the Configure General Ledger Settings screen, you must link an account to at least one active organization before you charge to it.
- If you did not select Validate Accounts for Organizations check box on the Configure General Ledger Settings screen, it is not necessary to link the account to organizations. In that case, Costpoint automatically links the account to all existing organizations when you save the account.
Contents
| Field | Description |
|---|---|
| Alternative Methods |
There are two other ways to link accounts and organizations in Costpoint. You can:
|
Organization Details
| Field | Description |
|---|---|
| Org ID |
Enter, or click
You can also enter wildcards in this field to link many organizations simultaneously to the same account. 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 |
The name of the organization displays in this non-editable field. |
| Create Links |
After you select the organizations to which you want to link the account, click the Create Links button to create the account/organization links for the selected account. You can view the account/organization combinations you create on the Link Accounts/Organizations screen. On that screen, you can also edit the Active flags and the starting and ending fiscal year and accounting period for the account/organization combinations. |
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 account. Enter any of these options in the Org ID field.