MAINTAIN REF/ACCOUNT/ORG LINKS

You can use Query toolbar button in this screen to view the Ref/Account/Org table. Also, if you have very large account/org tables, this screen may be the only way of initializing the Ref/Account/Org table, because the table windows used for linking in the Maintain Ref Elements and Mass Link Ref/Account/Orgs screens have a limit of 1,000 rows that can be loaded at a time.

You must have already linked accounts and organizations before you can link them to reference numbers. Reference numbers must already be set up. To print an alternate reporting structure report, the ref/account/org link must already be set up.

Note: Org security can be applied to this function. Use this optional feature to grant or remove rights for individual users 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

Reference Number

Enter the reference number you want to link, or use Lookup to select one.

Reference Name

This non-editable field displays the name of the selected reference number.

Account

Enter, or use Lookup to select, the account you want to link.

Account Name

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

Organization

Enter the organization you want to link, or select an organization using Lookup.

Organization Name

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

Hint: You can use the Subquery toolbar button to "drill down" to the rows you need to work with. Refer to the Basic Functions documentation for more information on Subquery.