PRINT ACCOUNT/ORG LISTING

Use this screen to print a listing of basic information about the linked account/organization (or org) combinations you have set up in Costpoint. This report shows you the account ID, account name, org ID, org name, active status, and period of activity for your account/orgs. You can print this report for all or for a range of accounts, for all or for a range of organizations, for all or for a range of active fiscal years and accounting periods, and for active and/or inactive account/orgs, as required. You can sort the report by account or by organization.

You can print this report at any time. It is especially useful for verifying the setup of your account/org linkages. You should do this after you have set up accounts in the Maintain Accounts screen, set up organizations in the Maintain Org Elements and Define Org Structures screens, and after you have linked the two together, using either the Maintain Account/Org Links screen or the Mass Link Account/Orgs screen.

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.

Retention

This report is not part of the system audit trail, and therefore retention is not required. You can print it at any time. However, you may want to maintain a current copy of this report for reference purposes.

Sort

Select either the Organization radio button, to sort the report by organization, or the Account radio button, to sort the report by account.

Select Organizations

Use this group box to select the organizations to be included on the report.

Range Option

From the drop-down box, select the appropriate range option for the organizations you want to include on this report. The available selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter the starting and/or ending organizations for the range of organizations you want to include on this report. One or both of these fields may be disabled, depending on your Range Option selection.

Select Active Periods

Use this group box to select the active periods to be included on the report.

Range Option

From the drop-down box, select the desired range option for the active periods you want to include on this report. The available selections are "All," "One," "Range," "From Beginning," and "To End."

Starting/Ending Fiscal Year and Period

Enter the starting and/or ending active periods to be included on this report. Account/orgs with active periods outside this range will not be printed on the report. Either the Starting or Ending selections may be disabled, depending on your selected Range Option.

Select Accounts

Use the fields in this group box to select the accounts to be included on the report.

Range Option

From the drop-down box, select the appropriate range option for the accounts you want to include on this report. The available selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter the starting and/or ending accounts for the range of accounts you want to include on this report. One or both of these fields may be disabled, depending on your Range Option selection.

Include

One or both of the checkboxes in this group box must be checked.

Active Account/Org Links

Select this checkbox to include active account/orgs on the report. If this checkbox is unchecked, only inactive account/orgs will display on the report.

Inactive Account/Org Links

Select this checkbox to include inactive account/orgs on the report. If this checkbox is unchecked, only active account/orgs will display on the report.

Report Sources

The information from the Maintain Account/Org Links screen is the source for this report.

Hint: You can use the Save button on the toolbar to save your report parameters. Once saved, you can use Query to retrieve your report parameters the next time you print.