Associate and Maintain GL Account and Tax Codes

Service items are grouped in item sets, which can be used by multiple organizations. However, GL accounts and tax codes are generally specific to a single organization.  You use the Service Item/Organization Details action in the Service Items (SP) application to identify:

• the default GL account used in the purchasing process for this service if no other charging entity is specified (such as a work order, a location, etc.).

• tax codes associated with an item and organization.

To associate and maintain GL accounts and tax codes:

1. From the List tab of the Service Items (SP) application, display the service item for which you want to associate general ledger accounts and tax codes.

2. Click the Service tab.

3. On the Select Action menu, choose Service Item/Organization Details. The Service Item/Organization Details dialog box opens.

4. In the GL Account field, insert the GL account for this service item.

5. In the Tax Code field, insert the tax code associated with this service item and organization.

6. Click OK to insert/update record in the ITEMORGINFO table for the unique ITEM, ITEMSETID, and ORGID combination.