Accounting Defaults Tab

Use the Accounting Defaults tab to establish accounting default information to purchase order lines.

Fill out this tab whenever a purchase order is added to Costpoint and maintain whenever modifications are needed.

Use the fields in this tab to enter default project/organization/account (POA) information to be used for the purchase order. Assign POA information to Inventory Abbreviations on the Manage Inventory Projects screen, and replace it for PO line accounts when you modify the defaults in this tab. The POA combination must exist on the Link Project/Account/Organization Links screen in Costpoint Projects, and the account/organization combination must be assigned to the buyer on the Manage Buyers screen.

After you edit the fields on this tab, right-click anywhere on the tab to see the load options. Select an option to update the PO lines.

Costpoint also checks for lines that may contain an invalid POA combination as a result of the modification. In this case, Costpoint warns that it cannot update some of the PO lines because an invalid POA combination would result.

Contents

Field	Description
Project	Enter, or click to select, a valid project. The associated project name displays in the field on the right.
Account	Enter, or click to select, a valid account. The associated account name displays in the field on the right.
Organization	Enter, or click to select, a valid organization. The associated organization name displays in the field on the right.
Ref 1	Enter, or click to select, a first reference number in this field. Note: The field Ref 1 may reflect a different label if it has been changed on the G/L Settings screen. For example, AC 1.
Ref 2	Enter, or click to select, a second reference number in this field. Note: The field Ref 2 may reflect a different label if it has been changed on the G/L Settings screen. For example, AC 2.
Proj Abbrev	Enter, or click to select, a valid project abbreviation.
Proj Acct Abbrev	Enter, or click to select, a valid project account abbreviation code.
Org Abbrev	Enter, or click to select, a valid organization abbreviation.
Inventory Abbrev	Enter, or click to select, a valid inventory abbreviation. The inventory abbreviation must be active. This serves as the default inventory abbreviation for all line items that should be placed in inventory. Inventory abbreviation information is established in the Inventory Projects screen.