Accounts - Primary Information |
The Primary Information screen enables you to define and review an organization’s account IDs and external identifiers. Account IDs are typically billing and revenue account codes. They are often supplied by accounting departments. All transactions use account ID codes, including work orders, labor, parts issues to work orders, direct parts issues, commercial work, usage, fuel, and rental fees. External IDs can be used by external systems to link to accounts.
Other screens that pertain to account IDs include:
Data -> Setup -> Options
Use the Edit Criteria - General tab to specify whether account IDs are required, optional, or not required.Data -> Purchasing -> Setup -> Options
Use the Purchase Orders tab to assign an account ID to all purchase orders.Data -> Shop Activity -> Setup -> Time Codes
Use this screen to associate default account IDs with time code IDs for indirect time (time not charged to a work order). When posting charges for direct time, the account ID associated with the work order ID is used.
You can assign account IDs to equipment units, departments, and transactions. Go to the list of transactions to which you can assign account IDs.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Define the organization’s account IDs
Define the organization’s external identifiers
Define the tasks supported by accounts
_______________
See Also: