DEFAULT ACCOUNTS

This information originates in the A/R Settings screen. It is used when entering or posting the different transaction types shown. (You can use Lookup to see the established transaction types.) Enter the account and organization combination that relates to each transaction type.

Customer Account

These fields display the customer account and name from the main screen.

Table Window

Transaction Type

Use Lookup to select a transaction type. These types are provided by Costpoint and cannot be edited.

Account

Enter, or use Lookup to select, a valid account for the Transaction Type on this row. This field is required.

Organization

Enter, or use Lookup to select, a valid organization for the Transaction Type on this row. This field is required.

Project

Enter, or use Lookup to select, a valid project for the Transaction Type on this row. This field is not required.

Ref 1

Enter, or use Lookup to select, a valid reference number for the Transaction Type on this row. This field is not required.

Ref 2

Enter, or use Lookup to select, a valid reference number for the Transaction Type on this row. This field is not required.