Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Link Accounts/Organizations Screen

Use the fields and options to configure the Link Accounts/Organizations screen.

Contents

Field Description
Account

If you are adding account/organization combinations, enter, or click to select, the account you want to link to an organization. To change information for an existing combination, use Query to select it.

Account Name

This non-editable field displays the name of the selected account.

Organization

If you are adding account/organization combinations, enter, or click to select the organization you want to link to an account.

Organization Name

This non-editable field displays the name of the selected organization.

Active

When you add an account/organization combination initially, the Active check box is selected, unless either the organization or the account is currently inactive. Clear this check box to make the account/organization combination inactive.

FY Start, PD Start, FY End, PD End

You only use the starting and ending fiscal years and periods for an account/organization combination that is valid only for a particular period of time. For example, if you decide to discontinue use of an account/organization combination at the end of fiscal year 2011, you specify the final period of 2011 as the ending period for that combination. If you are replacing it with a new account/organization combination, you also specify the first period of 2012 as the starting period for that new combination. When you set up an account/organization that you want to use immediately and continuously for the foreseeable future, leave these fields blank.