Alternate Charge G/L Accounts
To open the Alternate Charge G/L Accounts screen, hover over the Configuration link from anywhere within IntelliDealer and select Parts> General> Alternate Charge G/L Accounts from the drop down list.
The Alternate Charge G/L Accounts screen allows you to search for, view, edit and copy parts alternate charge G/L accounts and create a list of G/L accounts available for use on the Alternate Charge tab in Parts Invoicing with the corresponding customer category.
The following sorting options appear on the Alternate Charge G/L Accounts screen:
| Sort by | |
|---|---|
| Field | Description |
| Location | Sort the search results by branch location. |
| Account | Sort the search results by account number. |
| Description | Sort the search results by description. |
| Category | Sort the search results by category. |
The following search fields appear on the Alternate Charge G/L Accounts screen:
| Field | Description |
|---|---|
| Select Category | Search for alternate charge G/L account by selecting one or more customer categories. |
| Select Location |
Search for alternate charge G/L account by entering a branch location. |
| Select Account |
Search for alternate charge G/L account by entering an account. |
| Select Description | Search for alternate charge G/L account by entering a G/L account description. |
The following fields appear on the Alternate Charge G/L Accounts screen:
| Field | Description |
|---|---|
| Location | The branch location where the work order was created. |
| Customer Category | The customer category. |
| G/L Account | The general ledger account associated with the work order. |
Move the cursor over a Location and select View from the pop-up menu to view an alternate charge G/L account.
Move the cursor over a Location and select Copy from the pop-up menu to copy an alternate charge G/L account.
Click on Need to create a new G/L account? Click here to add link to add an alternate charge G/L account.
The following button allows you to complete your work on the Alternate Charge G/L Accounts screen:
| Button | Function |
|---|---|
| Close | Closes the Alternate Charge G/L Accounts screen and returns to the Configuration Quick Links screen. |