Default Account Number in Other Modules - WebTMA 5

The Account fields on some windows can be populated based on a default account number in other windows.

Fuel & Oil Tickets Accounts

On the Transactions > Quick-Post > Fuel & Oil window, the Charge check box is clear by default; if you check it, the ticket is chargeable.

The Account Charged field will default to the account number designated on the vehicle or equipment record.

Time & Attendance Accounts

For every line entered in the Time Manager > Time & Attendance window there is an Account # field.

The account number for this field will default to the account number shown on the selected technician's record. The number displays on the Work Order / Costs–All Subtab as well as the Work Order / Billing Info Tab.

Sales Order Accounts

On all Sales Orders windows, the Charge? check box is marked by default to make the order chargeable. Clear the check box if the item is not chargeable.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.