If you are adding account/organization combinations, enter, or click to select, the account you want to link to an organization. To change information for an existing combination, use Query to select it.

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

If you are adding account/organization combinations, enter, or click to select the organization you want to link to an account.

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

When you add an account/organization combination initially, the Active check box is selected, unless either the organization or the account is currently inactive. Clear this check box to make the account/organization combination inactive.

You only use the starting and ending fiscal years and periods for an account/organization combination that is valid only for a particular period of time. For example, if you decide to discontinue use of an account/organization combination at the end of fiscal year 2011, you specify the final period of 2011 as the ending period for that combination. If you are replacing it with a new account/organization combination, you also specify the first period of 2012 as the starting period for that new combination. When you set up an account/organization that you want to use immediately and continuously for the foreseeable future, leave these fields blank.