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Enter any commonly used combination of accounting codes with or without splits. Give it a Nickname and check whether these will be your default codes or not.
Click Save when done. You can add as many sets of codes that you need.
These are accessed during checkout The account code favorites can be accessed while completing your requisition by editing the codes section or by selecting them as your default here.
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The example above setting was saved as Default and named Set 1Purchasing Favorite 2. This will be the default set of codes used on a Purchase Requisition (PR).
As you can see here, the accounting codes are added to this PR.
If we had saved multiple sets of codes, they could also be selected by clicking on the Pencil Edit button.
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In the popup that appears, you can select from you your list of code favorites here.
Move your cursor over this screen and you will see the heart icon appear for your favorites.
There is only one in the displaythis example, but others would be listed here if you created themmore favorites.
You can also change the Account number and Object Code directly, if you know what they are.
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If you have a list of preferred codes set up for your department, you can access that list by clicking the arrow link, Select from profile values… under the Account number and Object Codes.
Clicking the link arrow will display a drop-down box with the preferred codes you have setup in your profile.
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Back in your profile, go to your Default User Settings > Custom Field and Accounting Code Defaults again .
Click on the Code tab this time. We will be adding a preferred list of Accounts and Object Codes that we will have access to in our Purchase Requisitions. Here are the steps.
Click on the Edit button for the Account.
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If there were multiple numbers in the search, you could select any or all of them to be added to the list.
We have just added our first account number to our preferred list. To speed things along, I will repeat steps 2 & 3 to add two more account numbers to the list.
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Choose the Account Number that you want as a Default and click on it.
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Select the Default check-box. Click Save.
A popup message will appear if there were no problems. And Close the window. Notice the Remove button.
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The Default account is the only account number shown on this page. Follow the exact same steps for adding the Object Codes, or any of the other codes on the page.
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