Sel Crit Cost Pools Parent Organization

The Cost Pools Parent Organization selection criteria can be used to narrow down which organizations will be included in the output (by limiting the results to a sub-set of Orgs having a specified org as its Cost Pools Parent). By default, <All Organizations> will be included in the output.

If you do not want to include all Organizations, you can use the Cost Pools Parent Organization filter option and click on the filter icon (

) to narrow down the list of items in the multi-select box. Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.

The Organizations that may appear in the filtered results include only those organizations that have been defined to be a "Cost Pools Parent" for any organization. This relationship is defined on the Organization >> Edit >> Financials tab (Organization Hierarchies >> Financials Parent field).

Note: Additional Organization Access restrictions will only apply to users gaining access to this screen via the Billing Manager (or their alternate) role.

The options available to refine the items included in the multi-select box include:

You can use the Cost Pools Parent Organization filter options to refine the entries included.

For example, if you only wanted to include Cost Pools Parent Organizations that begin with ABC, you could supply ABC in the filter field.

When filtering, only active entries will be returned unless you click on the Include Inactive option.

When entering filter criteria, the result set will include entries that match the first X characters entered in the filter criteria. The following characters can be entered as wild cards in the search selection criteria for certain fields:

% -- (percent sign) this character will match any number of characters --- for example: %net would match "Unanet", "Network", and "Basketball Net". By default, the % sign is appended (but not displayed) to all entered filter criteria. Thus entering "Una" alone or entering "Una%", would match: Unanet, UnaTime, Una$ense and UnaSource.
_ -- (underscore) this character will match any one character -- for example: X_Z would match "XYZ" and "XBZ" -- but not "XABZ"
You can also use a combination of these characters for complex matching --- for example: U_an% would match Unanet

Note that you may also specify more than one filter criteria by entering a comma separated list in the filter text box.

For example, to include all items that begin with a and c, format your filter criteria as:

a,c

Note that after making any changes to the filter criteria, you will need to click on the filter icon (

) or enter to re-populate the multi-select box.

Org Code	Cost Pools Parent Org
1	none defined
1.01	1
1.01.01	1.01
1.02	1
1.02.01	1.02
2	none defined
2.01	2
2.01.01	2.01
2.02	2
2.02.01	2.02