Field Descriptions

 

 

Link Acct/Org

What can I do in this subtask?

Use this subtask to link account/organization combinations to an approval process.

When should I use this subtask?

You can access this subtask whenever you need to make modifications to the account/organization combinations linked to a specific approval process.

Field Descriptions

This subtask displays two tables.  The table on the left displays the available account/organization combinations.

You must click on a specific column and then click on the Select pushbutton to allow display of the record data in the table on the right.

This process allows you to link specific account/organization combinations to the approval process.

You can link account/organization combinations by using the Select pushbutton, or you can establish this link by manually entering the account/organization into the table on the right.

Account *

Enter, or use Lookup to select, a valid account ID to be linked to this approval process code.

Account Name

This non-editable field displays the account name associated with the account ID you selected.

Organization ID *

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 in the Lookup.

Org Abbrev

Enter, or use Lookup to select, the organization abbreviation to be linked to this approval process.

The organization abbreviation assigned to the organization ID you selected will display in this field.

If you change the org abbreviation, the organization ID will change as well.

Organization Name

This non-editable field displays the organization name associated with the organization ID you selected.

Active

The non-editable active field displays the status of the account/organization combination you selected.

"Y" (Yes) indicates that this account/organization is active, while "N" (No) indicates this account/organization is not active.

 

OK

Click on this pushbutton to close or hide subtask data.

* A red asterisk denotes a required field.

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