Account Code Entry

This is a standard smart table with the following columns:

• WO #: Displays the work order number related to the invoice.

• Status: Displays the work order status. If user clicks a work order status, they will be navigated to an Account Code Entry form.

• Site Name: Displays the name of the site at which the work order took place.

• Site Description: Displays the description for the site at which the work order took place.

• Invoice #: Displays the invoice number that was entered by the contractors at the time of creating the invoice.

• Invoice Date: Displays the date of submission of the invoice.

• Capex Project

• Account Code: Displays the account code for the invoice.

• Finance Code 1

• Finance Code 2

• Finance Code 3

• Service Provider: Displays the service provider that was assigned the work order.

• Department: Displays the indicated department on the site in which the work order took place.

• Invoice Total: Displays the sum of all the charges incurred on the work order.

• Work Order Name: Displays the name given to the work order.

A category filter is available on the top of the smart table.

• Category: This filter can be used to filter the work orders by category. Select an asset category from the drop down list. Once selected, the subcategory filter field will be appear.

• Subcategory: This filter can be used to filter the work order by subcategory. This filter will only be shown if the category filter is selected.

• Work Order Type: This filter can be used to filter the work order by type.

You can sort data by text (A - Z or vice versa), numbers (smallest to largest or vice versa), and dates and times (oldest to newest and vice versa) in one column at a time.

Click on the grey tab area at the top of the smart table to sort the data. A small arrow (up or down) will show which column is currently being sorted, and whether it is increasing or decreasing in value or alphabetics.

To search for any string of characters, enter information in the search field at the top of the column you want to review and for and click on the Search button. You can use a wild-card (the % sign) to match any string of characters. For example; %Jul-2009 finds 1 to 31 Jul 2009.

You can delete any criteria in the search box by clicking on the Clear button when you've completed your search.

1. Navigate to Service > WO Accounting > Account Code Entry.

2. Click a WO # to update the account code.

   • If the work order is rejected because of user needs to update the work order expense to be a capitalized work order, then follow the steps below:

     1. Choose Yes on Capitalized Work Order drop-down field.

        The Capital Expense Project field will populate.

     2. Select Capital Expense Project from the CapEx Projects multi-select field.

   • If the work order is rejected because of incorrect account code or the work order is missing an account code, select the appropriate account code from the Account Code drop-down field.

3. Click the Save button.