In this subtask, you can set up valid accounts to which the organization can charge. If you have not selected the Validate Accounts for Organizations checkbox in the G/L Settings screen, it is not necessary to link the accounts here, because it is done automatically for all existing accounts when the organization is saved.
Also, consider using the Mass Link Account/Orgs screen, which provides a streamlined way to select a group of account and organizations to be linked together at one time.
In order to access this subtask, you must first use Find or Query to populate the Maintain Org Elements screen. The Link to Accounts subtask can be used only to create new links for organizations. To delete an organization's link to an account or accounts, use the Maintain Account/Org Links screen.
Accounts must already be set up in the Maintain Accounts screen before you can link them to organizations in this subtask.
The selected organization, organization level number, and organization description from the main screen display in these non-editable fields.
Enter an account number in this field, or use the Lookup pushbutton to select a valid account. You can also enter "wildcards" in this field to link many accounts simultaneously to the same organizational element. 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).
Organizations can be linked only to detail accounts. If you try to create a link to an account to which the organizational element is already linked, the system ignores this duplicate link.
The name of the account displays in this non-editable field.
If you do not know what account(s) you want to link, use the Lookup pushbutton to view and select an account.
This box displays information on the ways you can use "wildcards" to link many accounts to the same organizational element simultaneously. Enter any of these options in the Account field.
When you have selected the account(s) to link, select this pushbutton to create the account/organization links for the selected organization element. 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.