Org Fields Rules - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License
  • Use a period to delimit the levels if a Org number has more than one level. For example, the Org number 003.620.001.000 contains four levels: level one is 003, level two is 620, level three is 001, and level four is 000.

  • To be validated, the Org code must have the Active flag selected and an active link to the account must be provided in Costpoint.

  • The Org Number code is automatically populated when the project is entered if the Default Owning Org flag is set to Yes in the Costpoint Project Master.

  • The Validate Project Charging by Organizations option must be selected on the Project Settings screen in Costpoint Project Setup.

  • The project, organization, and account combination must exist in the Project Organization Account table.

  • The Org Number code is required for GL Coding. It cannot be left blank. The Org code can be populated automatically when the project number is entered if the project has the Default to Owning Org option selected in the Maintain Project Master screen in Costpoint.

  • See the section Costpoint Configurations for GL Coding for more information on how to set up the proper Costpoint configurations to support these rules.