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It would make me A LOT more productive if I could get this suggestion changed in PC. I understand that larger companies might have different cost codes or different default cost accounts for the same item however, when I set up an account, I WOULD LIKE TO BE ABLE TO MAKE THAT CHOICE if I need it to always be the same DEFAULT COST ACCOUNT or to leave the code blank if I know the item might be different.
I have certain vendors that I use hundreds of times every month - and I need that vendor to be set up once to stop so many key strokes. - Time is money - and right now PC is costing me more in labor intensive time!
Lysa Drain
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I had tried to enter the default accounts based on a Knowledge Base Solution written in December 2015. From speaking to someone at Viewpoint, it seems the ability to add the default accounts was somehow taken out of the version after the December article, and returned in version 6, but the article was not updated. So to anyone reading the Admin's response below, please note that this feature depends upon what version you are using.
It sounds like you are trying to find ways to have the GL accounts assigned within the system to save keystrokes during entry, is that correct? Right now, for project and/or equipement related accounts, the control for these is by cost type. You can assign the account to a specific cost type and when you use that cost type, the account will default automatically. In Vendor set up, you have the ability to identify a default cost type for that vendor. For example, if the vendor is specifically a material supplier, set your material cost type up in the vendor. When the vendor is selected, once the project and cost code are entered, it will default the cost type and then default the GL account (if only one is assigned to the cost type).
For those vendors where costs are not expensed to projects or equipment, a cost type 'GL' can be created and tagged as 'Use Cost Type for General Ledger only'. When this cost type is assigned to a vendor, the Default Cost Account field is enabled and you can enter the specific account that should be used.
Please let us know if these help. If not, please provide some additional details or specific use case, so we can discuss and research further.