Friday Feature - Requisition Line Item Accounting
Last week, I talked about work order line items and how it can be great to keep all related items in a single work order. Now, I would like to talk about the same type of concept for requisition accounting. The idea here is that you want to order multiple items in a single requisition but charge individual items to different accounts. Let's take a look at a live example from one of our customers.
As you can see at the bottom of the screen capture, the account number is specified within the line item.
At the top of the screen capture, you can see there are six line items, but only two accounts.
In this case, of the six line items in this requisition, two will be charged to the general supplies object (the hand scanner and the battery backup) and all of the others will be charged to the food services equipment object.
So how is this accomplished? Easy! Every requisition has a flag for defining the account distribution: manual, percent or line item.
Once you say it is a line item account distribution, Escape Online opens the Account Number field in the line item, making it available to you for entering an account.
This account is then "tied" to that line item (including fixed assets). Then, Escape Online automatically copies the account number to the Accounts tab and calculates the dollar amounts tied to each account across the line items.
Now that's a very nice efficiency. I love it when technology takes care of those little things in life, like automatically calculating percentages and totals, letting me focus on the more important aspects of my job.