Use this screen to link valid accounts to organizations. If you have chosen not to validate accounts for organizations (see the G/L Settings screen), it is not necessary to link the organizations, as is done automatically for all existing organizations when an account is saved, or for all existing accounts when an organization is saved.
You can also link accounts and organizations in the following screens: Accounts, Organization Elements, and Account/Organization Links.
You must link accounts and organizations before you can use them in any transaction or setup screen.
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Note: Org security can be applied to this function. Use this optional feature to grant or remove rights for individual users to view and/or update specific organizations. In order to do so, you must first set up the necessary org security screens in the Maintain menu of the Administration domain. You can then activate org security through the use of the Users and System Settings screens. For more information about org security and how to apply it, see the documentation for the Organizational Security menu in the Administration domain. |
Use this block to select an account that you will link to an organization. When the screen is initialized, the accounts and names of all detail accounts are loaded into the table window in this block.
Highlight the accounts you want to link with organizations. You can select one at a time by clicking on the row. To select multiple rows that are not consecutive, press Cntrl while clicking on the additional rows.
After you have highlighted the accounts and organizations to be linked, select this pushbutton to link those accounts and organizations. Once you begin this process, your computer will be unavailable to you for other tasks until this process is completed.
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Note: Linking accounts and organizations is a time-intensive process. The processing time can be fairly lengthy if many accounts and organizations are to be linked. The Selected Account/Organizations table is able to link and display up to 1,000 rows of data. |
Use this block to select an organization that you will link to an account. When the screen is initialized, all organizations and their names are loaded into the table window in this block.
Highlight the organizations you want to link with accounts. You can select one at a time by clicking on the row. To select multiple rows that are not consecutive, press Cntrl while clicking on the additional rows.
In this table window, you can view the linkages created when you clicked on the Select pushbutton in the most recent process.
Leave the Fiscal Year Start/Fiscal Year End and the Period Start/Period End fields blank to indicate that the Account/Organization combination can be used at any time.
If either the Account or the Organization selected has start or end dates, the smallest intersection of the two will be automatically inserted into these fields when you move to a new line or save.
You can edit the dates to make the intersection smaller, but you cannot make it larger.
For example:
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Start |
End |
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Account |
01/05 |
12/05 |
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Organization |
07/05 |
07/06 |
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would create: |
07/05 |
12/05 |
You could then edit the dates to equal any range of dates smaller than 7/05 through 12/05, such as 10/05 to 12/05, but you could not make the range larger, as in 01/05 to 12/05.
Account *
The linked account code displays in this field. If you set up a combination in error, you can highlight that row, then use Line/Delete to remove it.
The linked account and organization codes display in these fields. If you set up a combination in error, you can highlight that row, then use Line/Delete to remove it.
This checkbox is selected unless either the Organization or Account is currently inactive.
To restrict the Account/Organization combination, enter, or use Lookup to select, a starting fiscal year. This cannot be earlier than the earliest fiscal year start date of the account or org individually.
To restrict the Account/Organization combination, enter, or use Lookup to select, a starting period. This cannot be earlier than the earliest fiscal year start date of the account or org individually.
To restrict the Account/Organization combination, enter, or use Lookup to select, an ending fiscal year. This cannot be earlier than the earliest fiscal year start date of the account or org individually.
To restrict the Account/Organization combination, enter, or use Lookup to select, an ending period. This cannot be earlier than the earliest fiscal year start date of the account or org individually.
* A red asterisk denotes a required field.
Changes to this screen update the ORG_ACCT (Organization Account) table.
