In this subtask, you can indicate the valid organizations that can use the account. If you have not chosen to validate accounts for organizations (see the G/L Settings screen), it is not necessary to link the organizations, as this is done automatically for all existing organizations when the account is saved.
Also consider using the Mass Link Account/Orgs screen, which provides a streamlined way to select a group of accounts and organizations to be linked together at one time.
In order to access this subtask, you must first populate the Maintain Accounts screen with data using Find or Query. The Link to Organizations subtask can be used only to create new links to organizations. To delete links to organizations, use the Maintain Account/Org Links screen.
The selected account and account name from the main screen display in these non-editable fields.
The selected entry group and account type from the main screen display in these non-editable fields.
Enter an organization number in this field, or use the Lookup pushbutton to select a valid organization. You can also enter "wildcards" in this field to link many organizations simultaneously to the same account. The wildcard search options are detailed in the Options group box on this screen. If you use the wildcard option, enter at least one alphanumeric character to search for. If the system displays a "Zero rows created" message when you select the Create Links pushbutton, check the wild card option you entered for invalid characters (options not detailed in the Option group box). If you try to create a link to an organization already linked to this account, the system ignores this duplicate link.
The name of the organization displays in this non-editable field.
If you do not know what organization(s) you want to link, use the Lookup pushbutton to view and select an organization.
This box displays information about the use of "wildcards" to link many organizations to the same account simultaneously. Enter any of these options in the Organization field.
When you have selected the organization(s) to link, select this pushbutton to create the account/org links for the selected account. You can view the account/org combinations you create in the Maintain Account/Org Links screen. In that screen, you can also edit the Active flags and the starting and ending fiscal year and accounting period for the account/organization combinations you create.