Work Order G/L Accounts

Data Source: WOGL

To open the Work Order G/L Accounts screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> General Ledger> W/O G/L Accounts from the drop down list.

The Work Order G/L Accounts screen allows you to search for, view, edit and copy work order G/L accounts and create a list of G/L accounts available for use with the corresponding cash code.

Note:  Setting up a G/L Account for a cash code controls which G/L Accounts can be used when closing a work order.

The following sorting options appear on the Work Order G/L Accounts screen:

Sort by
Field	Description
Code	Sort the search results by cash code.
Location	Sort the search results by branch location.
Account	Sort the search results by account number.
Description	Sort the search results by description.

The following search fields appear on the Work Order G/L Accounts screen:

Field	Description
Select Cash Code	Search for work order G/L account by selecting a cash code.
Select Location	Search for work order G/L account by entering a branch location.
Select Account	Search for work order G/L account by entering an account.
Select Description	Search for work order G/L account by entering a G/L account description.

The following fields appear on the Work Order G/L Accounts screen:

Field	Description
Cash Code	The cash code associated with the list of valid accounts. Options include (e.g. customer, warranty, internal or labor).
Location	The branch location associated with the list of valid accounts.
G\L Account	The general ledger account that is allowed to be used on the work order within the Location and based on the Cash Code being changed.
Description	A brief description of the G/L account.

Move the cursor over a Cash Code and select View from the pop-up menu to view a work order G/L account.

Move the cursor over a Cash Code and select Copy from the pop-up menu to copy a work order G/L account.

Click on Need to create a new G/L account? Click here to add link to add a work order G/L account.

The following button allows you to complete your work on the Work Order G/L Accounts screen:

Button	Function
Close	Closes the Work Order G/L Accounts screen and returns to the Configuration Quick Links screen.