Use this screen to link valid accounts and organizations to projects. Use this screen only if you have selected the Which Organizations Can Charge Specific Accounts checkbox in the Basic Info screen in the Project User Flow (Projects\Maintain\Project). Selecting this checkbox is considered the "Detail" method of transaction validation, which requires the project, account, and organization to be in the PROJ_ORG_ACCT table in order to pass validation. The Which Organizations Can Charge Specific Accounts checkbox will only by available in the Basic Project Information screen if you have selected the Validate Project Charging by Organizations checkbox in the Project Settings screen (Administration\Configure\Projects).
You can also link accounts and organizations to projects in the following screens:
Basic Info (Set up Account/Org Links subtask), Proj/Acct/Orgs in the Project User Flow.
Projects that have the Which Orgs Can Charge Specific Accounts checkbox selected in the Basic Info screen must be linked to accounts and organizations before you can charge the project in any transaction screen. You must have set up all projects, accounts, and organizations before you can set up the links.
Use this table window to select the accounts from the project account group that you want to link to your project.
Use this pushbutton to populate the table window with the accounts in the project account group.
This non-editable field displays the account code for the selected project.
This non-editable field displays the name of the account for the selected project.
After you have highlighted the accounts and organizations to be linked to the selected project, select this pushbutton to link those account(s) and organization(s) to the selected project. During this process, your computer will be unavailable for other tasks.
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Note: This process can be time-consuming, so if you have selected a number of accounts and a number of organizations, do not be surprised if it takes a while to complete the linking process. |
Use this table window to select the organizations that you want to link to your project.
This non-editable field displays the organization code for the selected project.
This non-editable field displays the name of the organization for the selected project.
Use this table window to review the account/organizations that have been linked to your project.
Account *
This non-editable field displays the account code that has been linked to the project.
This non-editable field displays the organization code that has been linked to the project.
The Active checkbox is selected by default unless either the organization or the account is currently inactive. You can change the status to inactive by deselecting the checkbox.
Enter, or use Lookup to select, the reference number 1 that you want to include for the account/organization combination. You can only select reference number 1 records that have been set up as valid for data entry in the Define Ref Structures screen.
Enter, or use Lookup to select, the reference number 2 that you want to include for the account/organization combination. You can only select reference number 1 records that have been set up as valid for data entry in the Define Ref Structures screen.
This non-editable field displays the name for the selected account.
This non-editable field displays the name for the selected organization.
* A red asterisk denotes a required field.
Changes to this screen update the PROJ_ORG_ACCT (Project Organization Account) and PROJ_RPT_PROJ (Project Report Projects) tables.
