Setting Up Charge To Accounts

1. Click SETUP on the Main Menu screen and then click CHARGE TO on the Consumable Inventory Setup screen that appears. The Maintain Charge To Account screen opens with all available charge to accounts displayed in a table.
2. Click on the toolbar. The Add Charge To Wizard is initiated.
3. Enter a unique charge to description for the account and select the GL allocation code, if necessary.
4. Select the appropriate account number. This identifies the general ledger account to be charged when this Charge To account is assigned to a request or, ultimately, to a purchase order.

Note: Your agency maintains both your general ledger accounts and your allocation codes in the General Ledger program.

5. Click START, review the information you have just set up, and then click FINISH to save and add the Charge To account. The Maintain Charge To Account screen appears again with new charge to account displayed in the table.
Examples:

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