This document will go over how to find the list of approved GL Accounts for use on Service Ticket POs. Note that the list of available accounts can also be restricted by the vendor's settings. This document only covers the service settings.
Overview
These steps will require the user to have the necessary permissions since the Service PO Expense GL accounts are controlled by the Service Defaults in SedonaSetup. Follow the steps below to find what accounts are associated with that vendor.
Steps:
- Open the customer service ticket – click on Purchase Order
- When the New – Select the Vendor in the dropdown
- Click on the Expenses Tab
- Click on the Account drop down
- The list will show all available GL Accounts associated with service setup and that vendor.
- To make any changes to this list, Click on SedonaSetup in the tree
- Click on Setup Defaults SV
- Click on GL Accounts for Misc Expense
- This is the list that controls what GL Accounts will show up in the Service Tickets PO for Misc Expense. Any changes will take moving forward – Either Add New or Delete Old – Apply when done. Note that if no accounts are listed here, all accounts are allowed.
- After changes can go back into the PO of that service ticket and find the changes made
