LINK ACCT/ORG

Use this subtask to associate account and organization combinations with this buyer.

The account/organization linkage works with the setting of the Buyer PAO Validation Code established on the Purchasing Settings screen. If you select the Implicit code in the Buyer PAO Validation Code drop-down list, the buyer does not need to be linked to any account/organization combinations that are charged on the purchase order. However, if any one buyer is linked to an account/organization combination, then all other buyers charging that same account/organization must also be linked to the combination.

If the you select the Explicit code in the Buyer PAO Validation Code drop-down list, then the account/organization combinations must be linked to each buyer who wishes to charge the combination during purchase order entry.

This subtask contains two table windows. The table window on the left displays all available account/organization combinations. Click to search for account/organization combinations to link to this buyer. The table window on the right displays all account/organization combinations that are linked to this buyer.

On the table window on the left, click the box on the left-most part of the highlighted account/organization row, and then click the Select button to add the combination to the table window on the right. This account/organization combination is now linked to this buyer. After you have linked an account/organization combination to specified buyers, only those buyers are permitted to charge the combination during purchase order entry.

To remove linked combinations from the table window on the right, highlight the rows and click . Upon saving, the selected row will be removed. This removes the combination from the buyer, but does not delete the account/organization combination from Costpoint.

Table Windows

Account, Organization, Account Name, Organization Name

These fields display all account/organization combinations in Costpoint.

Active

This column displays Y if the combination is active, or N if it is not.

Default

Select the check box of the account/organization that will be used as default for this buyer. The default is used by Costpoint Procurement Planning.