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The import into the host financial system from the Flat File or Transfer Database is designed and maintained by the System Providers of the Host Financials.

GL CODING OPTIONS AT A GLANCE:

  1. Profit Centre / Activity Code combination. The GL code structure exported can optionally comprise combinations of:
    • a multi-segment Branch / Dept type Prefix (embedded in the Profit Centre)
    • an Account Code (embedded in the Activity Code -expense or Sales Code -revenue),
    • a multi-segment Branch / Dept type Suffix (embedded in the Profit Centre)
  2. @GL Code: Full GL String embedded in the Activity Code-expense or Sales Code-revenue
  3. Posting to a single Balance Sheet account is supported (e.g. Stock Control Accounts)
  4. There can be a different Control Account per job or range of jobs. (e.g. All Job expenses being debited to say a Warranty Costs account for Warranty type jobs)
  5. Labour Recovery codes from Employee Classes.
  6. Plant Issues export.  CR comes from Rate Code Masterfile used on that transaction for Base, Overhead & Other. (It does not look at the Plant Masterfile for the CR)
  7. If there is a conflict there is a priority order for determining which GL Code to be used:

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