Setting Up Your Own Job or Account Codes

Top  Previous Topic  Next Topic

 

This is an AnyPO II and III feature.

To reach this function, select OTHER TASKS >> EDIT/VIEW JOB/ACCOUNT CODES.

The Job (or Account) field is located on the Main PO Screen just above the Item Area.

It's up to you how you want to use the Job field.  It's a 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 code.  Other businesses will use the job field for account codes.  That allows them to track expenses according an assigned account category.

You can paste job or account codes in two places on the Main Purchase Order Screen.  You can paste them to the "Job/Account" field OR you can paste them into the second column in the Item Area.

POItemAccnt

Next to the Job/Account Code field on the Main PO screen is an 'L' button.  The 'L' button activates a pop-up list with a list of codes.

The same pop-up list can be activate when your cursor is in the Item Area by selecting STOCK TOOLS >> INSERT JOB/ACCOUNT CODE (or CTRL+I is the quick key combination).

To set-up codes or edit the content of the Job/Account pop-up list, select OTHER TASKS >> EDIT/VIEW JOB/ACCOUNT CODES.  Use the dialog box that appears to create a list of codes and descriptions.

More details and illustrations on how to use Job or Account Codes are found here.