Work Order G/L Accounts
Use the Work Order G/L Accounts screen 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.
To open the Work Order G/L Accounts screen, navigate to Configuration > Service > General Ledger > W/O G/L Accounts.
Sorting options on the Work Order G/L Accounts screen are:
| Sort by | |
|---|---|
| Field | Description |
| Code | Sorts the search results by cash code. |
| Location | Sorts the search results by location. |
| Account | Sorts the search results by account number. |
| Description | Sorts the search results by description. |
Search fields on the Work Order G/L Accounts screen are:
| 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 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. |
Fields on the Work Order G/L Accounts screen are:
| Field | Description |
|---|---|
| Cash Code | The cash code associated with the list of valid accounts. Options include customer, warranty, internal, or labor. |
| Location | The 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. |
Hover over a Cash Code and select View from the pop-up menu to view a Work Order G/L Account.
Hover over a Cash Code and select Copy from the pop-up menu to copy a work order G/L account.
Click the Need to create a new G/L account? Click here to add link to add a work order G/L account.
Click Close to close the Work Order G/L Accounts screen and return to the Configuration Quick Links screen.