Account Mappings

Use this subtask to assign Costpoint accounts to the selected Resource Planning Account row in the main screen. You must have already established your Costpoint accounts in order to assign them to Resource Planning accounts.

Resource Planning Account

Account

This non-editable field displays the RP Account and Name selected in the main screen.

Status

This non-editable field displays the Status of the RP Account selected in the main screen.

Detail

This non-editable field displays the Detail option for the RP Account selected in the main screen.

Costpoint Accounts

This window displays all unassigned Costpoint accounts.

Search

Enter a Costpoint account. The Costpoint account table will scroll to the closest match.

Account

This column displays the unmapped account IDs from the Costpoint Chart of Accounts. If an account ID has already been assigned to another Resource Planning account, that account will not appear in this window, but will display in the Selected Costpoint Accounts list.

Name

This field displays the Account name.

Select

Select this pushbutton to transfer the highlighted row(s) from the Costpoint Accounts table to the Selected Costpoint Accounts table. 

Deselect

Select this pushbutton to transfer highlighted row(s) from the Selected Costpoint Accounts table to the Costpoint Accounts table.

Selected Costpoint Accounts

This window displays the Costpoint accounts that have been selected for mapping to the Resource Planning account.  Select the OK pushbutton to save the account mapping or select Cancel to return to the main screen without saving.

Account

This column displays the Costpoint accounts assigned to the Resource Planning account.

Name

This column displays the Account name.

Error Messages and Conditions