Use this subtask to link account/organization combinations to an approval process. This linkage is required only if approval processes are to be assigned by project/account/ organization (see the documentation for the Requisition Settings screen).
Access this subtask whenever you need to make additions or changes to the account/ organization combinations linked to a particular approval process.
These non-editable fields display the approval process code and description entered in the main screen.
Use this table to select the accounts and organizations to be linked to this approval process. You must have already established the account/organization link in the Maintain Accounts screen in Costpoint General Ledger.
Enter, or use Lookup to select, a valid account ID to be linked to this approval process code. This field is required.
This non-editable field displays the account name for the account ID entered.
Enter, or use Lookup to select, the organization ID to be linked to this approval process code. Only the organizations previously linked to this account will display through Lookup. This field is required.
Enter, or use Lookup to select, the organization abbreviation to be linked to this approval process. The organization abbreviation assigned to the organization ID entered will display. If the org abbreviation is changed, the organization ID and name will also change.
This non-editable field displays the organization name for the organization ID entered.
The non-editable active status for the account/organization combination will display. A "Y" (Yes) will indicate this account/organization is active. An "N" (No) will indicate this account/organization is not active.