to select a valid project. The unlabeled field to the right displays the description for the selected project.Use this screen to link valid accounts and organizations to projects. If you have chosen not to validate account/orgs for projects (see the Configure Project Settings screen), it is not necessary to link the account/orgs, as the project/account/org combinations are not validated during data entry.
You can also link accounts and orgs to projects in the following screens:
Set Up Account/Organization Links subtask of the Manage Project User Flow
If your company has more than 1,000 accounts or more than 1,000 organizations, you cannot use this screen (there is a limit of 1,000 rows for any table window). If this is the case, use one of the screens just listed.
Projects must be linked to accounts and organizations before you can use them in any transaction screen.
Click to select a valid project. The unlabeled field to the right displays the description for the selected project.
This non-editable field displays the level number for the selected project.
This non-editable field displays the account group assigned to the selected project.
All accounts that exist in the project's account group are displayed in the table window. Highlight the accounts you want to link with the selected project. To select more than one, use your mouse to highlight the rows. To select multiple rows that are not consecutive, press the SHIFT key on your keyboard while highlighting the additional rows.
When you select multiple accounts, all organizations linked to any of those accounts are loaded into the Organizations table window.
This non-editable field displays the account code for the selected project.
This non-editable field displays the name of the account for the selected project.
When you initialize the screen, all organizations and names are loaded into the table window in this group box. If your company has more than 1,000 organizations, only the first 1,000 organizations are loaded.
Highlight the organizations you want to link with the selected project and account(s). To select more than one, use the mouse to highlight rows. To select multiple rows that are not consecutive, press SHIFT on your keyboard while highlighting the additional rows.
This non-editable field displays the organization code for the selected project.
This non-editable field displays the name of the organization for the selected project.
After you have highlighted the accounts and organizations to be linked to the selected project, click this button to link those account(s) and organization(s) to the selected project. When you select multiple accounts and organizations, all possible links for that combination are created but are limited to what is in the ORG_ACCT table.
During this process, your computer is unavailable for other tasks.
Click this button to remove any highlighted rows from the Selected Account/Organizations table window.
When you initialize the Mass Link Projects/Accounts/Organizations screen and select a project, all accounts and organizations linked to that project are loaded into this table window. This table window is updated and shows the linkages created when you click the Select button to link account(s) and organization(s) to a selected project.
These fields display the linked account and organization codes.
This check box is selected for each row, indicating that the status of the row is active, unless either the organization or the account is currently inactive.
Select this check box if the account/organization combination is active in the ORG_ACCT table and the account is active in the ACCT_GRP_SETUP table for the project. Clear this check box if the account/organization combination is inactive in the ORG_ACCT table or if the account is inactive in the Project Account Group.
If you are using reference numbers for data entry, you can use this field to attach valid reference 1 numbers to the account/organization combinations in the table for this project.
If you are using reference numbers for data entry, you can use this field to attach valid reference 2 numbers to the account/organization combinations in the table for this project.
This field displays the name for the selected account.
This field displays the name for the selected organization.