PO Clearing Accounts - POCLEAR Rule - Revision history

Tcampbell: /* General Information */

2022-12-22T15:21:00Z

‎General Information

Mwillard: Mwillard moved page PO Clearing Accounts Rule to PO Clearing Accounts - POCLEAR Rule

2022-12-09T17:26:52Z

Mwillard moved page PO Clearing Accounts Rule to PO Clearing Accounts - POCLEAR Rule

Tcampbell at 19:51, 7 December 2022

2022-12-07T19:51:12Z

Mwillard at 17:23, 5 December 2022

2022-12-05T17:23:38Z

Vtran: Created page with "==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Rule Name''': POCLEAR '''Function:''' This rule defines the PO clearing acco..."

2022-07-21T21:42:58Z

Created page with "==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Rule Name''': POCLEAR '''Function:''' This rule defines the PO clearing acco..."

New page

==General Information==

'''Default Menu Location''' Maintain >> System >> Rule Maintenance

'''Rule Name''': POCLEAR

'''Function:''' This rule defines the PO clearing accounts that should be ignored when displaying purchase variances on the Job Cost tab of Project Management. Anything linked to the PO clearing account on the AP invoice will realize cost when the linked sales order line is shipped. However, any purchase variances coded to an account other than the PO clearing account will display in the purchase variance section of the Job Cost tab (AP-PurVar).

[[File: POCLEAR_Rule_Screen.png]]

===How to add a new Sales Order Type===

'''1.''' Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance)

'''2.''' Select '''PO Clearing Accounts''' or '''POCLEAR''' from the rule name drop down menu.

'''3.''' Click the ADD button, and fill in corresponding fields (details below).

==Rule Setup - Text Fields==

'''PO Clearing GL (text1, 35): ''' Enter each PO Clearing GL Account that should be ignored when determining purchase variances for the AP-PurVar section in the Project Job Cost tab.

==Rule Setup – Number Fields==

'''No Number Fields In Use'''

==Rule Setup – Logic Fields==

'''No Logic Fields In Use'''

[[Category: Accounts Payable]]
[[Category: Procurement]]
[[Category: Project Management]]
[[Category: Purchase Orders]]
[[Category: Rule Maintenance]]

@@ Line 5: / Line 5: @@
 '''Rule Name''':  POCLEAR
 '''Function:'''  This rule defines the PO clearing accounts that should be ignored when displaying purchase variances on the Job Cost tab of Project Management.  Anything linked to the PO clearing account on the AP invoice will realize cost when the linked sales order line is shipped.  However, any purchase variances coded to an account other than the PO clearing account will display in the purchase variance section of the Job Cost tab (AP-PurVar).
-[[File: POCLEAR_Rule_Screen.png]]
+[[image:poclear.png]]
 ===How to add a new Sales Order Type===
@@ Line 17: / Line 19: @@
 '''3.''' Click the ADD button, and fill in corresponding fields (details below).
 ==Rule Setup - Text Fields==

← Older revision	Revision as of 17:26, 9 December 2022
(No difference)

@@ Line 1: / Line 1: @@
 ==General Information==
@@ Line 32: / Line 33: @@
 '''No Logic Fields In Use'''
-[[Category: Accounts Payable]]
+[[Category: Accounts Payable]] [[Category: Project Management]] [[Category: Purchasing]] [[Category: Rule Maintenance]]