This field displays one of the following account types:

• Accounts Receivable Account

• Cost of Sales Account

• Clearing Account

• Labor

• Sales Account

• Warranty Accrual Account

• Warranty Expense Account

This field displays the project assigned to the account type.

The Use Project Revenue Setup Rules checkbox determines the project that displays.

• If the Use Project Revenue Setup Rules checkbox is selected, the

• Project column displays as follows:

• For Sales Account and Deferred Revenue Account transaction types, the Project column displays the project to charge as determined by the project revenue setup rules.

• For the Unbilled A/R Account transaction types, the Project column displays the project to charge as determined by the project revenue setup rules and project billing info.

• If the Use Project Revenue Setup Rules checkbox is cleared, the Project column displays the project ID associated with the sales group abbreviation.

This field displays the organization assigned to the account type.

If the Sales Group Abbreviation entered has the Use Project Owning Org checkbox selected in the Accounts Receivable Account and Liquidation Account rows, the Organization column displays accordingly.

For Accounts Receivable Account transaction types, the default Organization that loads is equal to the project’s owning organization where the project matches the project ID associated with the sales group abbreviation. If you manually modify the accounts receivable project, the default A/R Organization is equal to the owning organization of the new project.

This field displays the first reference number assigned to the service request.

This field displays the second reference number assigned to the service request.

This field displays the value of the setting on the Manage Sales Group Abbreviations screen. This checkbox allows the project substitutable sales group abbreviations to use the charge from the Manage Revenue Information and Manage Project Billing Information screens when setting up a service request line.

This allows costs to be posted to the correct level within the work breakdown structure, while allowing project revenue, deferred revenue, and unbilled accounts receivable to post at a higher or lower level within the project.

• This checkbox is selected for the Sales Account and Unbilled A/R Account transaction types if the Project Required field is set to Substitution Allowed only.

• For Sales Account transaction types, the project revenue setup rules determine the project to charge.

• For the Unbilled A/R Account transaction types, the project revenue setup rules and project billing info determine the project to charge.

• This checkbox is cleared if the project revenue setup rules do not determine the project to charge.

This field displays the value of the setting on the Manage Sales Group Abbreviations screen. This checkbox allows the owning organization of each project to be used for posting.

• This checkbox is selected if a project's costs are posted to the organization that owns the project; the owning organization of the project displays.

• This checkbox is cleared if a project's costs are posted to the organization specified by the sales group abbreviation or if the Project Required field is set to Non-Contract Related.