LINK REFERENCES/ACCOUNTS/ORGANIZATIONS

Use this screen to link reference numbers to account/organization combinations so you can print reports using alternate reporting structures. You can also use Query on this screen to view the current contents of the Ref/Account/Org table.

Alternative Methods

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

If you have large account/organization tables, this screen may be the only way to initialize the Ref/Account/Org table, because the table windows used for linking on the other screens have a limit of 1,000 rows that can be loaded at a time.

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

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.

Location

Reference Number

Enter, or click to select, the reference number to link to account/organization combinations.

Reference Name

This non-editable field displays the name of the selected reference number.

Account

Enter, or click to select, the number of the account in the account/organization combination to which you want to link the reference number.

Account Name

This non-editable field displays the name of the selected account.

Organization

Enter, or click to select, the ID of the organization in the account/organization combination to which you want to link the reference number.

Organization Name

This non-editable field displays the name of the selected organization.