Field Descriptions

Table Information

 

Accounting Defaults

What can I do in this tab?

Use this tab to designate project, account, and organization defaults.

If, for example, all of the purchase order lines will be charged against the same project/account/organization combination, you can enter the details of that information in this tab.  As you enter purchase order lines, this accounting data automatically displays on each purchase order line.

There is no requirement to add default accounting data in this screen, although you may find it more efficient during purchase order line entry if this data displays automatically during the data entry process.

When should I use this tab?

Use this tab to add or change the accounting defaults on purchase orders or blanket orders.

You must initialize the Employee User Flow (People\Maintain\Employee), Buyers (Materials\Configure\Purchasing), Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Elements (Accounting\Maintain\Organizations), Vendor User Flow (Materials\Maintain\Vendors), and the G/L Settings screens before you add records in this tab.

Field Descriptions

Project

Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the default purchase order project ID. The project name displays in the adjacent, non-editable field.

The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

Account

Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the default purchase order account ID. The account name displays in the adjacent, non-editable field.

The data available in Lookup originates from the Accounts screen (Accounting\Maintain\Accounts).

Organization

Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the default purchase order organization ID. The organization name displays in the adjacent, non-editable field.

The data available in Lookup originates from the Organization Elements screen (Accounting\Maintain\Organizations).

Reference 1

Enter, or use Lookup to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.

Reference 2

Enter, or use Lookup to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.

Project Abbrev

Enter, or use Lookup to select, up to six alphanumeric characters to identify a default purchase order project abbreviation code. The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

Proj Acct Abbrev

Enter, or use Lookup to select, up to six alphanumeric characters to identify a project account abbreviation. The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

Org Abbrev

Enter, or use Lookup to select, up to six alphanumeric characters to identify the default organization abbreviation code.

Inventory Abbrev

Enter, or use Lookup to select, an inventory abbreviation for use as a purchase order default.

The inventory abbreviation must be active. Your entry in this field will serve as the default inventory abbreviation for all line items that should be placed in inventory. When you populate this field and select "OK," you may choose to have this inventory abbreviation default for all PO lines.

If you choose an inventory abbreviation, the system will automatically display the associated project/account/organization in the corresponding fields.

Inventory abbreviation information is established in the Inventory Projects screen.  

Note:  A PO line that is a good or service will charge the same charge numbers (even though they are not inventory items).  The quantities will not be tracked in inventory, but the dollars will be charged to the inventory accounts.

Table Information

Changes to this screen update the PO_LN (Purchase Order Line) and PO_LN_ACCT (Purchase Order Line Account) tables.

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