Setup for Internal Docket transactions There is no special Setup required for the use of 'Internal' use of Dockets for Internal Purposes.
Setup for External Docket transactions Before you can use the Dockets & Day Sheets function of Workbench for the External process there is some setup required.
Create the Docket Accrual Control Job(s)
Docket Accruals Control Job(s) are required for the actual APInvoice transaction when it is matched against Dockets. The APInvoice is posted to Docket Accrual Control with any difference in values between the Invoice and Dockets posted as per the original docket accrual transaction. See Accounting Entries for details
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This is important otherwise it will error on Batch printing and exporting.
Create a Docket Activity Code
This Activity Code should not be included in any Activity Group. All posting is system generated.
Do not put any GL Account Codes on this Activity.
The Activity Code Type must be 'Internal'
Add the Docket Activity Code to the 'Internal Cost Activity Code'
Add the Docket Activity Code to the 'Internal Cost Activity Code' on the Additional tab of all the Docket Control Jobs
In both the Dr GL Account and CR GL Account fields on the Additional tab of all the Docket Control Jobs specify the relevant Docket Accruals GL Account for the Financial System
Set Control Parameters
See the Section on Conrol Parameter Maintenance