Linking a Booking to a Control Account

To link a booking to a Control Account …

For a New Booking

1.Select Account Bookings from the Command Centre.

2.Select the Control Account from the displayed list.

3.Proceed as normal with making the booking.

For Existing Bookings

Single Bookings

A Single Booking can only be linked to a Control Account after the booking has been made and you are in the Charges phase of the booking (the Charges Entry area is displayed).

Click on the Extended Booking Details Icon at the right of the charges grid to display the Extended Booking Details window.

{bmc 18.bmp} Extended Booking Details Icon.

Look for the Control Link field

and click in the Change button next to it.

Select the Control Account from the Select Master Account list. The window will close and return you to the Charges window.

The booking is now linked to the selected Control Account (Master Account).

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