Account/Organization Links

What can I do in this screen?

Use this screen primarily to change the Active flag and period information for established account/organization (or "org") combinations. You can use Query in this screen to quickly view the Account/Org table.

When should I use this screen?

You must link accounts and organizations before they can be used in any transaction or setup screen.

Note: You can apply org security to this function. Use this optional feature to grant or remove rights for an individual user 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 in 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.

FAQs

I set up an end date on an organization and have decided that I do not want to use an end date anymore. I went to the Organization Elements screen and removed the end date, but when I enter the Account/Organization Links screen and Subquery the account, the end dates are still populated. Is there a faster way to remove the end dates for this organization?

Once you enter a start and/or end date for an account and/or org, the values are updated in the ORG_ACCT table. If you later remove the end date, the system does not purge the value from this table because a user might want to place a period of performance restriction on select accounts, but not on all of them. If the ACCT_ORG start and end dates are updated when the account or org is edited/saved, all of the account/org links will be updated, resulting in the loss of needed functionality.

You can correct the ACCT_ORG table by using SQLTalk to update the records. Use this script:

SELECT * FROM DELTEK.ORG_ACCT

WHERE ORG_ID = {'ENTER ORG_ID'};

UPDATE DELTEK.ORG_ACCT SET

FY_CD_FR = NULL, PD_NO_FR = NULL

FY_CD_TO = NULL, PD_NO_TO = NULL

WHERE ACCT_ID = {'ENTER ORG_ID'};

COMMIT;

I have assigned an Ending Fiscal Year and Period. When I attempt to delete the ending fiscal year or period, the system returns the following error message: "The FY End may not be deleted when its parent account or organization has an ending fiscal year." "The PD End may not be deleted when its parent account or organization has an ending period." How can I solve this problem?

To solve this problem, do the following:

Go to the Accounts screen and use Query to select the account. If the Fiscal Year/Period Informationgroup box has an Ending Fiscal Year and/or Period, delete it.
Go to the Organization Structures screen and use Query to select the organization. If the Period Informationgroup box has an Ending Fiscal Year and/or Period, delete it.
In this screen, use Query to select the appropriate account/org. You should be able to delete the fiscal year and/or period and successfully save the record.

I am trying to delete the end date for an account/org link in the Account/Organization Links screen but receive the following message: "The FY end may not be deleted when its parent account or organization has an ending fiscal year." How can I change the end date?

The account or organization has an end date in either the Accounts and/or the Organization Elements screen. An end date may exist in both screens.

Go to the Accounts screen and Query the account for which you are trying to remove the Start and/or End date. Verify that the account's Start and End Dates values are blank; if they aren't, remove them. Next, go to the Organization Elements screen, Query the appropriate organization and remove the values, if needed.

When you have adjusted the data in these two screens, return to the Account/Organization Links screen, make the appropriate edit, and save the record.

Field Descriptions

Table Window

Account *

If you are adding account/organization combinations, enter the account you want to add, or use Lookup to select one. To change an existing combination, first select it using Query.

Account Name

This non-editable field displays the name of the selected account.

Organization *

If you are adding account/organizations, enter the organization you want to add, or use Lookup to select one. To change an existing combination, first select it using Query.

Organization Name

This non-editable field displays the name of the selected organization.

Active

When an account or organization is initially entered or brought in using Lookup, the Active status is set to "Y," unless either the organization or the account is currently inactive. "Y" indicates that this account/org combination can be charged in transaction screens. You can change this flag to "N" to make this account/org combination inactive.

FY Start

Use the FY Start field when an account/organization is valid only during a particular period of time.

For example, if you were to change your usage of accounts and/or organizations at the end of fiscal year 2005, you would enter the final period of 2005 as the ending fiscal year/period for the old account/orgs and the first period of 2006 as the starting fiscal year/period for the new account/orgs.

Leave this field blank to indicate that the account/org can be used regardless of the accounting period. If you want to limit the time period during which an account/org combination can be charged, enter a starting fiscal year.

PD Start

Use the PD Start field when an account/organization is valid only during a particular period of time.

FY End

Use the FY End field when an account/organization is valid only during a particular period of time.

PD End

Use the PD End field when an account/organization is valid only during a particular period of time.

* A red asterisk denotes a required field.

Table Information

This screen updates the ORG_ACCT (Organization Account) table.

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