Setups
Accounting Variable 1 = Warehouse/Location
Accounting Variable 2 = Department
Set up 3 record types for Sales Order and Sales Invoice objects
Parts Order
Service Order
Trailer Order
Sales Invoice Line
Insert/Update Trigger Sales Invoice Line
Use Warehouse on the header to update default Accounting Variable 1
Use Record Type to default Accounting Variable 2
...
Purchase Invoices
...
(Vendor Bills)
Manually enter Accounting Variable 1 and Accounting Variable 2
Transactions | Sales Order/Sales Invoice Record Type | Revenue Posting | Accounting Variable1 (Warehouse/Location) | Accounting Variable2 (Department) |
|---|---|---|---|---|
POS/Parts Sales | Parts Order | One 3 Revenue GL AccountAccounts by Item Group | Warehouse on the Header | Parts |
Service Ticket | Service Order | One 3 Revenue GL AccountAccounts by Item Group | Warehouse on the Header | Service |
Trailer Sales | Trailer Order | One 3 Revenue GL AccountAccounts by Item Group | Warehouse on the Header | Trailer |
Sales Invoice/Sales Invoice Lines can be used to run Sales and COGS by Part Item No./Type of Transactions/Customers/Time Periods
How many revenue GL Accounts do we want?
Part Revenue
Trailer Revenue
Labor Revenue
Warranty Sales (for Phase 2)