This is an AnyPO II and III feature.

To reach this function, select STOCK TOOLS >> INSERT JOB/ACCOUNT CODE.  This function inserts a job or account code into the Item Area.

The Job (or Account) field is located on the Main PO Screen just above the Item Area.  In the illustration below the field has been configured as an account code (ACCNT). When you use this field, it means that the entire PO is allocated to that account or job code.

You can also configure the second column in the Item Area to accept a job or account code.  In the illustration, below, it's been configured for an account code.  When the column is configured in this way, you can allocate account codes on an item by item basis.  This allows you to have two or more accounts codes on the same PO.  That's what the menu choice STOCK TOOLS >> INSERT JOB/ACCOUNT CODE allows you to.

Let's look at this more closely.  The Job field, located just to the right of "Alt PO Number" can be used for different purposes depending upon your business.  Some businesses use the job field to group several PO's together under one project or job.

Other businesses will use the job field for account codes.  That allows them to track expenses according an assigned account category.  In the illustration, above, it's been configured for account codes.  Configuring it is easy.  You just change the name in Basic Program Set-up

Next to the Job/Account Code field on the Main Purchase Order Screen is an 'L' button.  The 'L' button activates a pop-up list with a list of codes. The code you select is pasted to the Job/Account Code field.

However, for some situations, particularly if you are using account codes, you may wish to allocate the code on an item by item basis.  In other words, you'll need to paste the code to Item Area.  To do so, place your cursor in the Item Area where you want the code to be inserted and select STOCK TOOLS >> INSERT JOB/ACCOUNT CODE.  (The quick key combination: CTRL+I will do the same thing.)  A pop-up list of job or account codes will appear.  Select the proper code and it will be pasted in place for you.

Note that you will be inserting the code into the "Your Cat #" column in the Item Area.  In the above illustration, the name has been changed to YOUR ACCNT.  (The "Your Cat #" is an adaptable column and can be used for other purposes.  One primary purpose is for job or account numbers.  To change the name of of the column, select FILE >> BASIC PROGRAM SET-UP & PREFERENCES and clicking on the "User Defined Fields" tab).

Pop-up List of Job or Account Codes

In both cases, above, you can activate a pop-up list of your job or account codes.  In the first case, you click on the "L" button to bring up the list.

To bring up the list when pasting to the Item Area, you select STOCK TOOLS >> INSERT JOB/ACCOUNT CODE (or use the key combination:  CTRL+I)

You can populate the pop-up list with your own codes.  For example, you could build a pop-up list of account codes.  The account codes will be listed in the pop-up list, and upon selecting one, the code will pasted in place for you, saving you the trouble of having to type it out.  To prepare and enter codes in the pop-up list, select OTHER TASKS >> EDIT VIEW JOB CODE LIST.

Special Functions

A number of helpful functions have been built into the program which makes using Job or Account codes easier.

You can configure the program to paste the same Job # (or Account #) in all rows of the Item Area.  (To turn this feature on, select FILE >> BASIC PROGRAM SET-UP & PREFERENCES and click on the "Miscellaneous" tab).

When this feature is turned on, and upon selecting from the Job/Account code pop-up list, all rows will pick up the same code.  If some of the rows should have a different job numbers, once the rows are filled, you can manually change those as needed.  This can speed up things since AnyPO will do the heavy work of filling in the most common job # and you can make any adjustments afterwards.

Finally, if you have a business situation where every PO must have a job (or account) code, you can instruct the program to require a code before closing a PO.  ("Closing" a PO is done by clicking the "Closed" checkbox on the upper right hand corner of the Main Purchase Order Screen).  To turn on the "code required" feature, select FILE >> BASIC PROGRAM SET-UP & PREFERENCES and click on the "Miscellaneous" tab.