LINK REFERENCE TO ACCT/ORGS

Use this subtask when the reference number will be used as an alternate reporting structure, but not for data entry. Use it to "map" accounts and organizations into alternate hierarchies by assigning them to specific reference elements.

Reference No

These non-editable fields display the ID and the name for the selected reference number.

Table Window

Account

Enter a valid account. In order to be accepted, the account must also already be linked to the appropriate organization. You can also use Lookup to select a valid account.

Organization

Enter, or use Lookup to select, a valid organization. To be accepted, the organization must already be linked to the previously entered account.

Hint: Use the Subquery button on the toolbar to "drill down" to the rows with which you want to work. Refer to the Basic Functions documentation for more information on Subquery.