Associate Account to Items
When certain items are chosen in procurement or accounts payable, the system can limit the appropriation lines that are available to use. This gives your organization increased control over managing its expenditures.
Expand the sections below for more information on associated accounts:
Item Maintenance Screen
Maintenance > new world ERP Suite > Procurement > Items
Use the General and Associated pages on the Item Maintenance screen to set up and use this features:
Item Service Inquiry
Financial Management > Inquiries > Item Service
The Item Service Inquiry reflects the changes to the item record, displaying Primary Expense Account and Associated Accounts fields.
Facility Inquiry
Financial Management > Inquiries > Facilities
The Facility Inquiry reflects the changes to the item record, displaying Primary Expense Account and Associated Accounts fields. An Accounts section is also available on the inquiry screen, which you can expand to view more information.
Procurement Pages
In Procurement, the user can enter Item and G/L Distribution information. The validation of procurement pages ensures that the G/L Account information is appropriate for the item. The following screens in New World ERP perform this validation:
- Purchase Requisition
- Purchase Order
- Template Purchase Order
- Change Purchase Order
- Bid Item
- Contract Item
- Purchase Request Multiple G/L Distribution
- AP Invoice Entry
- AP Quick Invoice Entry
- AP Invoice Item Multiple G/L Distribution
Item Listing
Maintenance > new world ERP Suite > Procurement > Items
Associated Accounts can be included on the Item Listing. If the check box is selected, accounts associated to the item(s) are included on the listing.
Other Reports
Financial Management > Reports > Accounts Payable
If the Item Transaction Report and Item Analysis Report are set up to select items by Expense Account, the reports select items where either the Primary Expense Account is in the group of the selected expense accounts or where any of the associated accounts for the item is in the group of selected expense accounts.