Use this subtask to either change the owning organization or view information about any changes to the owning org. To change an owning org, make the change in the Owning Organization field and save the Basic Info screen (Projects » Project Setup » Project Master). These changes will update the ORG_HIST table
If you change the Owning Organization field on the main screen, this subtask will be activated so that you can complete the change information. You will need to run the Process Organization Changes screen (Projects » Cost and Revenue Processing » Utilities) after you have changed the owning org. Posting revenue after making a change to the original owning org can cause the revenue in the general ledger to be overstated. The utility will make the necessary changes to the Accounts Receivable tables.
This non-editable field displays the project from the main screen.
This non-editable field displays the project name from the main screen.
If you are changing orgs, the previous owning org displays in this non-editable column.
If you are changing orgs, the new owning org displays in this non-editable column.
Select the open fiscal year to be the first effective year of this owning org change. This field is required.
Select the open fiscal period to be the first effective period of the owning org change. This field is required.
Select the open subperiod to be the first effective subperiod of the owning org change. This field is required.
Select Y (Yes) if you want this org change to include all posted items up to and including the selected fiscal year, period, and subperiod. Select N (No) if you want this org change to include only those items posted after the selected fiscal year, period, and subperiod.
This non-editable field displays N (No) when the journal entry has not been created and Y (Yes) after the journal entry has been posted to the General Ledger. The Process Organization Changes screen (Projects » Cost and Revenue Processing » Utilities) creates the journal entry. Once you have posted the journal entry created by this process, the flag here will be changed.
After you have created the General Ledger journal entry, the number will display in this non-editable field. This journal entry number is created by the Process Organization Changes screen (Projects » Cost and Revenue Processing » Utilities).
This non-editable field displays N (No) when Costpoint Accounts Receivable has not been updated with this org change information. To change this column to Y (Yes), save the Basic Info screen and run the Process Organization Changes screen (Projects » Cost and Revenue Processing » Utilities). Select the Update A/R History option when you run the Process Organization Changes screen.
This field displays the date the owning organization was changed on the main screen. This field is non-editable and is for audit purposes.
This field displays the name of the user who changed the owning organization. This field is non-editable and is for audit purposes.
To remove a row from this subtask, highlight the row and click this button. You can delete only those rows that have both the Journal Entry Processed and the A/R History Processed flags set to N.
This subtask updates the ORG_HIST table.