MAINTAIN ACCOUNT/ORG LINKS

Use this screen primarily to change the Active flag and period information for the established account/ organization (or "org") combinations. You can use Query in this screen to quickly view the Account/Org table.

You must link accounts and organizations before they can be used in any transaction or setup screen.

Note: Org security can be applied to this function. Use this optional feature to grant or remove rights for an individual user to view and/or update specific organizations. In order to do so, you must first set up the necessary org security screens in Costpoint System Administration. You can then activate org security through the use of the Maintain Users and System Settings screens. For more information about org security and how to apply it, see System Administration Special Topic SA-5, "Organizational Security," and the documentation for the Organizational Security menu in Costpoint System Administration.

Table Window

Account

If you are adding account/organization combinations, enter the account you want to add, or use Lookup to select one. To change an existing combination, first select it using Query.

Account Name

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

Organization

If you are adding account/organizations, enter the organization you want to add, or use Lookup to select one. To change an existing combination, first select it using Query.

Organization Name

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

Active

When an account or organization is initially entered or brought in using Lookup, the active status is set to "Y," unless either the organization or the account is currently inactive. "Y" indicates that this account/org combination can be charged in transaction screens. You can change this flag to "N" to make this account/org combination inactive.

FY Start and End, PD Start and End

You can use the starting and ending Fiscal Year and Period when an account/organization is only valid during a particular period of time. For example, if you were to change your usage of accounts and/or organizations at the end of Fiscal Year 2003, you would enter the final period of 2003 as the ending fiscal year/period for the old account/orgs and the first period of 2004 as the starting fiscal year/period for the new account/orgs.

Leave these fields blank to indicate that the account/org can be used regardless of the accounting period. If you want to limit the time period during which an account/org combination can be charged, enter starting and ending fiscal years and periods.

Hint: Remember that the Subquery toolbar button is available to assist you in "drilling down" to the rows you want to work with. Refer to the Basic Functions documentation for more information on Subquery.