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
|
Account |
Enter, or click
|
Organization |
Enter, or click
|
Ref 1 |
Enter, or click
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
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
|
Proj Acct Abbrev |
Enter, or click
|
Org Abbrev |
Enter, or click
|
Inventory Abbrev |
Enter, or click
|
- Related Topics:
- Table Information for the Accounting Defaults Tab
Changes to the Accounting Defaults tab update several tables.