Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Link to Organizations Subtask

Use this subtask of the Manage Accounts to specify the organizations that can use the account.

Query an existing record or add a new record on the main screen to display this subtask. To link multiple organizations to the account, use wildcard options to select organizations. All linked account/organization combinations are stored in the ORG_ACCT table. You can view them on the Link Accounts/Organizations screen.

  • If you selected the Validate Accounts for Organizations check box on the Configure General Ledger Settings screen, you must link an account to at least one active organization before you charge to it.
  • If you did not select Validate Accounts for Organizations check box on the Configure General Ledger Settings screen,  it is not necessary to link the account to organizations. In that case, Costpoint automatically links the account to all existing organizations when you save the account.

Contents

Field Description
Alternative Methods

There are two other ways to link accounts and organizations in Costpoint. You can:

  • Use the Link Accounts/Organizations screen to link one account and organization.
  • Use the Mass Link Accounts/Organizations screen to link many accounts and organizations.

Organization Details

Field Description
Org ID

Enter, or click to select, a valid organization.

You can also enter wildcards in this field to link many organizations simultaneously to the same account. The wildcard search options are listed in the Wildcard Options group box. If you use a wildcard option, enter at least one alphanumeric character to search for. If Costpoint displays a "Zero rows created" message when you click the Create Links button, make sure you did not enter an invalid wildcard character.

Org Name

The name of the organization displays in this non-editable field.

Create Links

After you select the organizations to which you want to link the account, click the Create Links button to create the account/organization links for the selected account. You can view the account/organization combinations you create on the Link Accounts/Organizations screen. On that screen, you can also edit the Active flags and the starting and ending fiscal year and accounting period for the account/organization combinations.

Wildcard Options

This group box displays information about the wildcards that you can use to link many organizations to the same account. Enter any of these options in the Org ID field.