Mass Link Accounts/Organizations
Use this screen to link many accounts and organizations.
- 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.
Field | Description |
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Alternative Methods |
There are two other ways to link accounts and organizations in Costpoint. You can:
Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.
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- Related Topics:
- Display the Mass Link Accounts/Organizations Screen
You access the Mass Link Accounts/Organizations screen from the Accounting domain. - Contents of the Mass Link Accounts/Organizations Screen
Use the fields and options to configure the Mass Link Accounts/Organizations screen. - Table Information for the Mass Link Accounts/Organizations Screen
Changes to the Mass Link Accounts/Organizations screen update the ORG_ACCT table.
Parent Topic: Accounts