is available for this field.Use this screen to maintain the table that contains all valid account/org combinations for a given project. You can enter project/account/org combinations into the table through this screen and set them to Inactive. You can use the Subquery feature to populate this screen with existing combinations. This means you can retrieve the exact project/account/organization combinations you would like to see from the table. Any project/account/org combinations entered here are valid as long as the accounts entered against a given project belong to the Project Account Group assigned to that project in the Basic Info screen.
You normally use the Setup Account/Org Links subtask of the Basic Info screen (Projects » Project Setup » Project Master) to initially create information in the Project/Account/Org table. You will generally add new project/account/ org combinations in this screen when you have selected the Validate Project Charging By Organizations check box in the Project Settings screen (Projects » Project Setup » Controls).
You should use this screen after you initially assign the project account group to projects in the Basic Info screen. Use this screen only to make changes to the project/account/org combinations or to set them inactive. You can set up additional project/account/org combinations in this screen, in the Mass Link Projects/Accounts/Organizations screen (Projects » Project Setup » Project Master), or in the Set up Account/Org Links subtask of the Basic Info screen.
This required field displays a valid user-supplied project. The project entered can indicate that you want to enter a project/account/org combination into the table or change the status of an existing combination. In order to be able to add a new combination, the Validate Project Charging By Organizations check box in the Project Settings screen (Projects » Project Setup » Controls) must be selected. If the check box is not selected, you can maintain only the "Active/Inactive" status of an existing combination in this screen.
The initial mapping of organizations to project/account combinations is accomplished in the Basic Info screen. Using wildcards, the organizations, including the owning org of the project, are combined with the "set" of accounts specified in the Project Account Group, and the combination of the three is created in the Project/Account/Org table. If the Validate Project Charging By Organizations check box in the Project Settings screen is selected, you should use this screen only to create mappings of additional organizations to project/account combinations that were not set up in the Basic Info screen (Projects » Project Setup » Project Master). Alternatively, you can use the Mass Link Projects/Accounts/Organizations screen (Projects » Project Setup » Project Master) to create valid combinations using a mass link feature.
If the Validate Project Charging By Organizations check box in the Project Settings screen is not selected, the initial mapping of the owning organization of the project to the "set" of accounts specified by the Project Account Group will still be made. No other maintenance of the Project/Account/Org table will be required. The system will allow for ANY organization to charge the project/account combinations in the Project/Account/Org table.
is available for this field.
This required field displays a valid user-supplied account number that belongs to the project account group specified on the Basic Info screen (Projects » Project Setup » Project Master). Only account numbers that belong to the project account group specified on the Basic Info screen can be entered here.
is available for this field.
This required field displays a valid user-supplied organization number. You can enter a new project/account/org combination only if the Validate Project Charging By Organizations check box on the Project Settings screen (Projects » Project Setup » Controls) is selected. Otherwise, the system will create combinations of project/account/home org and will allow for charging by ANY org to the project/account combinations.
is available for this field.
This optional field displays a valid user-supplied Reference 1 Number, which can be attached to the project/account/org combination. As you move to the next field, the system will validate that this reference number can be charged. This field is for informational purposes only and is not used for project/account/organization validation.
is available for this field.
This optional field displays a valid user-supplied Reference 2 Number, which can be attached to the project/account/org combination. As you move to the next field, the system will validate that this reference number can be charged. This field is for informational purposes only and is not used for project/account/organization validation.
is available for this field.
This required field is initially set to Y (Active) for all new project/account/org combinations, but can later be set to N (Inactive) for any particular combination. If a project is set to Inactive in the Basic Info screen (Projects » Project Setup » Project Master), its project/account/org combinations in the Project/Account/Org table will automatically be set to Inactive. If this is the case, the project cannot accept any additional charges.
This non-editable field displays the description of the project.
This non-editable field displays the description of the account.
This non-editable field displays the description of the organization.
This non-editable field displays the description of the Reference Number 1 entered.
This non-editable field displays the description of the Reference Number 2.
This screen updates the following table:
PROJ_ORG_ACCT