Accounting Defaults Tab

Use this tab to enter default project/account/organization (PAO) information to use for a requisition.

PAO information is assigned to inventory abbreviations using the Inventory Projects screen in Costpoint Inventory, and can be replaced for requisition lines when you modify the defaults in this subtask. The PAO combination must exist on the Link Projects/Accounts/Organizations screen, and the account/org information 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 display the load options. Select an option to update the requisition lines.

Costpoint also checks for lines that may contain an invalid PAO combination as a result of the modification.

Contents

Field	Description
Project	Use this field to enter, or use to select, the identification code of the project you want to use as the default for this requisition. The descriptive name for this project displays in the unlabeled field to the right. You can either use this field or the Proj Abbrev field to select a project.
Proj Abbrev	Use this field to enter, or use to select, the abbreviation of the project ID you want to use as the default for this requisition. You can either use this field or the Projectfield to select a project.
Account	Use this field to enter, or use to select, the identification code of the account you want to use as the default for this requisition. The descriptive name for this account displays in the unlabeled field to the right. You can either use this field or the Proj Acct Abbrev field to select an account.
Proj Acct Abbrev	Use this field to enter, or use to select, the abbreviation of the project ID you want to use as the default for this requisition. You can either use this field or the Account field to select an account.
Organization	Use this field to enter, or use to select, the identification code of the organization you want to use as the default for this requisition. The descriptive name for this organization displays in the unlabeled field to the right. You can either use this field or the Org Abbrev field to select an organization.
Org Abbrev	Use this field to enter, or use to select, the abbreviation of the organization ID you want to use as the default for this requisition. You can either use this field or the Organization field to select an organization.
Inventory Abbrev	Use this field to enter, or use to select, the abbreviation of the inventory you want to use as the default for this requisition. Inventory abbreviation information is established on the Manage Inventory Projects screen in Costpoint Inventory. This field is required for all P (Part) type requisitions, and displays account information used by Costpoint Inventory when inventory transactions are posted to the inventory journal. If you do not select an inventory abbreviation in this field, Costpoint uses the inventory abbreviation that was entered on the View Part Inventory screen. After the Inventory Abbrev field is populated for this requisition, the Warehouse field defaults to the Planning Warehouse ID that appears in the Manage Inventory Projects screen for this inventory project/inventory abbreviation. The Project, Account, and Organization assigned to this inventory abbreviation default to the Accounts subtask.
REF00001	Use this field to enter, or use to select, a reference number 1 for this requisition. Note: This field may display a different label if it has been changed on the Configure General Ledger Settings screen. For example, the label may have been changed to AC 1.
REF00002	Use this field to enter, or use to select, a reference number 2 for this requisition. Note: This field may display a different label if it has been changed on the Configure General Ledger Settings screen. For example, the label may have been changed to AC 2.