Copying a Work Order General Ledger Account
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
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From the Service list, click the General Ledger link and select W/O G/L Accounts from the drop down list.
Configuration Quick Links screen
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The Work Order G/L Accounts screen will appear.
Work Order G/L Accounts screen
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On the Work Order G/L Accounts screen,fill in the appropriate fields and click the Go >> link.
The Work Order G/L Accounts screen will refresh listing the generated search results.
Work Order G/L Accounts screen
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Move the cursor over the Cash Code and selected Copy from the pop-up menu.
Work Order G\L Accounts screen
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The Work Order G/L Accounts screen will appear.
Work Order G/L Accounts screen
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On the Work Order G/L Accounts screen, enter a new Location for the copied G/L account.
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Click on the Search
icon.
The Location Selection screen will appear.
Location Selection screen
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On the Location Selection screen, click on a Location.
The Work Order G/L Accounts screen will appear with the selected location in the Location field.
Work Order G/L Accounts screen
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On the Work Order G/L Accounts screen, you may edit the Cash Code and G/L Account fields before copying the G/L account to the new location.
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Click on the Save button.
The Work Order G/L Accounts screen will appear listing the copied G/L account.
Work Order G/L Accounts screen