Creating G/L Accounts for Work Orders

1. From the G/L > G/L Maintenance menu, select G/L Account Maintenance to display the G/L Account Maintenance window.

2. In the Account field, type a brief description of the account.

3. Press Enter to display a list of accounts matching your description.

If the account you want does not appear in the list, select New and press Enter to return to the G/L Account Maintenance screen.

4. In the Full Description field, enter the description you first entered in the Account field.

5. In the Short Description field, edit the description to shorten it, if needed.

6. In the Internal Description field, enter any identifying description for internal use, if needed.

7. In the Key Words field, enter any other descriptive words to assist you in identifying the account.

8. Select the Asset or Expense option.

9. Deselect the A/P Adjustment Allowed check box.

10. Save the information and exit the window.

Set up the following accounts to keep the G/L balance correct.

1. Create each of the following accounts in G/L maintenance:

Account	Use
Work Order Holding	Asset/Balance Sheet
Clear Work Orders to Inventory	Asset/Income Statement
Work Order Purchasing	Asset/Income Statement
Work Order Freight In Billable	Asset/Income Statement
Work Order Handling In Billable	Asset/Income Statement
Labor Offset Account(s)	Asset/Income Statement
Work Order Write-off	Asset/Income Statement

2. Assign the following accounts to the accounts for Auto Posting:

Account	Use
Clear Work Order Purchases to Inv	Clear Work Orders to Inv
Work Order Processing Holding	Work Order Holding
~*Default Work Order Purchases	Work Order Purchasing

3. G/L Account for Write-off

4. Populate the Work Order Processing Default Write-Off Accountcontrol maintenance record with the Work Order Write-off G/L account number.