Items GL Accounts are set by default but you can edit them both for the items group and for any item individually.
- Edit GL Accounts for a specific item
To edit GL Accounts for the new item, first press ‘Save’ and then press the ‘Edit GL Accounts’ button because the system does not allow transactions with the items without saving them. If you edit the previously created item, you can press the ‘Edit GL Accounts’ button right away. To learn how to access the item create form, please see par. Create and edit items. The 'Main Parameters' tab.
GL Accounts Edit form
- Edit GL Accounts for a group of items
To edit GL accounts for the items group, please go to the group (folder) edit form. To do so, right-click the line with its name and select ‘Edit’ from the drop-down list. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. In the displayed items group create and edit form press ‘Edit GL Accounts’. To learn how to create items groups, please see par. Completing the 'Items' catalog.
To edit any of the selected accounts, press the button located to the right of the respective field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.
To apply changes to the selected GL accounts, press the ‘Save and close’ button.
Then make sure to press the ‘Save and close’ or ‘Save’ button in the item/items group create and edit form. When saving a new item, the system will assign it a unique code that can be edited.