Costpoint Help

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.
FieldDescription
Alternative Methods

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

  • Use the Link to Organizations subtask of the Manage Accounts screen to designate which organizations can charge to each account. You can use wildcard characters to link the account to multiple organizations simultaneously.
  • Use the Link Accounts/Organizations screen to link one account and organization.
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.

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