Use this subtask to either change the owning organization or view information about any previous changes to the owning org. To change an owning org, make the change in the Owning Organization field and save the Maintain Project Master screen (Projects » Project Setup » Project Master). This subtask also provides information on the status of the Process Organization Changes screen (Projects » Cost and Revenue Processing » Utilities). You should run the Process Organization Changes screen when you change the owning org of your project. This is necessary only if you have posted revenue or billings before you change the owning org. For more information on this process, see the documentation for the Process Organization Changes screen.
When you change the Owning Organization field on the main screen, this subtask will be activated for the completion of the change information.
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 column.
If you are changing orgs, the new owning org displays in this column.
Select the open fiscal year to be the first effective year of this owning org change.
Select the open fiscal period to be the first effective period of the owning org change.
Select the open subperiod to be the first effective subperiod of the owning org change.
Select Y (Yes) if you want this org change to include all posted items for the selected fiscal year, period, and subperiod. Select N (No) if you want this org change to include only those items posted after saving this subtask.
This non-editable field displays a N (No) when the journal entry has not been posted and a Y (Yes) after the journal entry has been posted to the General Ledger.
After the General Ledger journal entry is created, the number will display here.
This non-editable field displays a N (No) when Costpoint Accounts Receivable has not been updated with this org change information. To change this column to a Y (Yes), save the Maintain Project Master screen (Projects » Project Setup » Project Master) 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 displays the name of the user who changed the owning organization.
To remove a row from this subtask, highlight the row and click the Delete button.
This subtask updates the ORG_HIST table.