Regular Invoices (Created from the ‘Billing’ Tab)
Since we pass GL Account codes from ProjectPAK to ShopPAK, and from the ShopPAK Work Order Product row to the Shipping Ticket Shipping Item and then on to the Billing grid, we encourage users to identify the correct offsetting revenue account code back on ProjectPAK assemblies. This way, they automatically flow through the system and speed the process.
If you need to add a GL sales/revenue code manually, simply click your mouse on the pick list down arrow and choose the correct the GL sales/revenue code.
If you have a number of rows to update, and they all need the same GL sales/revenue code, do the following:
1. Select the rows you want to update by clicking their row buttons (located at the far left hand side of each row. Holding down your left mouse button, you can drag your mouse across the buttons to select them. If selecting non-contiguous rows, hold down your CTRL key so you don’t lose previously selected rows.
2. Right mouse click the Billing Item grid and select “Update GL Account Code” from the pop up menu. This displays the “GL Account Code” dialog box.
3. Choose the GL sales/revenue code from the pick list and click OK. ShopPAK will copy the GL account to all selected rows.