Costpoint Online Help

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FAQs for the Link Accounts/Organizations Screen

This section contains the FAQs when modifying the ending fiscal year or period for existing account/organization combinations.

Is there a faster way to remove the ending periods for this organization?

I set up an ending period for an organization but have since decided that I do not want to apply an ending period. I displayed the Manage Organization Elements screen and removed the ending period, but when I display the account/organization on the Link Accounts/Organizations screen, the ending periods are still there.

fter you enter a start or end date for an account or organization, the values are updated in the ORG_ACCT table. If you later remove the end date, Costpoint does not remove the value from that table because you might want to place a period of performance restriction on selected accounts, but not on all of them.

If the ACCT_ORG start and end dates were updated when the account or organization was edited, all of the account/organization links would be updated, resulting in the loss of needed functionality.

Instead, you can use SQL to update the records in the ACCT_ORG table. Use this script:

SELECT * FROM DELTEK.ORG_ACCT

WHERE ORG_ID = {'ENTER ORG_ID'};

UPDATE DELTEK.ORG_ACCT SET

FY_CD_FR = NULL, PD_NO_FR = NULL

FY_CD_TO = NULL, PD_NO_TO = NULL

WHERE ACCT_ID = {'ENTER ORG_ID'};

COMMIT;

How can I delete the ending fiscal year or period ?

I assigned an ending fiscal year and period. When I attempt to , Costpoint displays the following message: "The FY End may not be deleted when its parent account or organization has an ending fiscal year." "The PD End may not be deleted when its parent account or organization has an ending period."

To solve this problem, complete the following steps:

Use Query on the Manage Accounts screen to select the account. If the Fiscal Year/Period Information group box contains an ending fiscal year or period, remove that entry.

Use Query on the Manage Organization Structures screen to select the organization. If the Period Information group box has an ending fiscal year or period, remove that entry.

On the Link Accounts/Organizations screen, display the account/organization combination. You should be able to delete the fiscal year and/or period and save the record.