Costpoint Help

Mass Link References/Accounts/Organizations

Use this screen to link reference numbers to account/ organization combinations for use as alternate reporting structures.

Alternative Methods

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

  • Use the Link to Acct/Orgs subtask of the Manage Reference Elements screen.
  • Use the Link References/Accounts/Organizations screen.

If your company has more than 1,000 reference numbers or more than 1,000 account/organization combination, you will not be able to use this screen because there is a limit of 1,000 rows for any table window. If this is the case, use the Link References/Accounts/Organizations screen.

You must first link accounts and organizations before you can link them to reference numbers.

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 References/Accounts/Organizations Screen

You access the Mass Link References/Accounts/Organizations screen from the Accounting domain.

Contents of the Mass Link References/Accounts/Organizations Screen

Use the fields and options to configure the Mass Link References/Accounts/Organizations screen.

Parent Topic:

Reference Numbers