Use this subtask to set up project/account/org combinations using wildcard features. It provides a quick way to link account/org combinations with a newly created project. Once created, these linkages represent the valid combinations that can be charged on this project. You can also use this screen to create combinations individually by highlighting the selections. Use wildcards to delete links in this screen as well. Note that you must complete this subtask only if the Limit which Orgs can charge specific Accts check box is selected on the main screen.
When the project/account/org combinations have been created in this screen, they have already been saved. You can then go to the Mass Link Projects/Accounts/Organizations screen (Projects » Project Setup » Project Master) to review them. If needed, individual combinations can also be selected or cleared there. Additionally, the Maintain Valid Project/Account/Orgs screen (Projects » Project Setup » Project Master) can provide another alternative to create project/account/org combinations, though this screen does not have the capability to create en masse.
In all, there are three ways to create or delete project/account/org combinations. This will give you the flexibility to ensure only the correct combinations are valid for your projects.
You should assign account/orgs immediately after entering the project. The Assign Accts button on the main screen will not be active until the project has been saved. If additional account/orgs are required after initial setup, use this screen or the Mass Link Projects/Accounts/ Organizations or the Maintain Valid Project/Account/Orgs screens, depending on your preference.
This non-editable field displays the project from the main screen.
This non-editable field displays the description of the project.
This is a non-editable field displays the level number of the project.
This non-editable field displays the account group that was assigned to this project in the main screen.
Enter, or use the Lookup button to select, a valid account number. When entering account numbers, you must enter the delimiters (dashes) between segments. If you use the Lookup button, only those accounts that have already been included in the project's account group will be displayed.
You can enter wildcards in the Account field. The available wildcards are % and _. Examples of their use are shown in the Options information.
If you do not know which account(s) or organization(s) you want to link, use the Lookup button to select an account or organization. Highlight the field for which you want to look up data before clicking the Lookup button.
Enter, or use the Lookup button to select, a valid organization. When entering the organization, you must enter the delimiters (periods) between segments. If the Lookup button is used, all organizations will be displayed.
You can enter wildcards in the Organization field. The available wildcards are % and _. Examples of their use are shown in the Options information.
The options box on the screen shows the following examples of using the "%" and "_" wildcards:
% = All
%123 = Ends with 123
123% = Begins with 123
%123% = Contains 123
1_3 = Begins with 1 and ends with 3 and is 3 characters long
Click this button to link the project with the account/orgs you have selected. When the linkage process is complete, a message will be displayed indicating the number of rows or combinations that have been created. The account/org combinations must already exist before they can be linked to a project. You can now go to Mass Link Projects/Accounts/Organizations screen (Projects » Project Setup » Project Master) or the Maintain Valid Project/Account/Orgs screen (Projects » Project Setup » Project Master) to review and fine-tune your selections, if necessary.
Click this button to delete the project/account/orgs that you have selected. When the deletion process is complete, a message will be displayed indicating the number of rows or combinations that have been deleted. If you go to sthe Mass Link Projects/Accounts/Organizations screen (Projects » Project Setup » Project Master) or the Maintain Valid Project/Account/Orgs screen (Projects » Project Setup » Project Master) to review, you will find your selections have been deleted.
Click this button to exit this subtask.
This screen updates the PROJ_ORG_ACCT table.