In this subtask, you can set up valid accounts to which the organization can charge. If you have not selected the Validate Accounts for Organizations checkbox in the G/L Settings screen, it is not necessary to link the accounts here, because it is done automatically for all existing accounts when the organization is saved.
Also, consider using the Mass Link Accounts/Organizations screen, which provides a streamlined way to select a group of account and organizations to be linked together at one time.
In order to access this subtask, you must first use Query to populate the main screen. You can use the Link To Accounts subtask only to create new links for organizations. To delete an organization's link to an account or accounts, use the Account/Organization Links screen.
You must have already set up the accounts in the Accounts screen before you can link them to organizations in this subtask.
Enter an account number in this field, or use Lookup to select a valid account.
You can also enter "wildcards" in this field to link many accounts simultaneously to the same organizational element. The wildcard search options are detailed in the Wildcard Options group box on this screen.
If you use the wildcard option, enter at least one alphanumeric character to search for. If the system displays a "Zero rows created" message when you select the Link Accts pushbutton, check the wild card option you entered for invalid characters (options not detailed in the Wildcard Options group box).
Organizations can be linked only to detail accounts. If you try to create a link to an account to which the organizational element is already linked, the system ignores this duplicate link.
The name of the account displays in the non-editable field to the right.
When you have selected the account(s) to link, select this pushbutton to create the account/organization links for the selected organization element.
You can view the account/org combinations you create in the Account/Organization Links screen. In that screen, you can edit the Active checkboxes as well as the starting and ending fiscal year and accounting period for the account/organization combinations you create.
This box displays information on the ways you can use "wildcards" to link many accounts to the same organizational element simultaneously.
Enter any of these options in the Account field.
Changes to this screen update the ORG_ACCT (Organization Account) tables.