Concepts

Settings

**Setting Site Accounting Policies

For each site, you can set the policy for resource demand accounting information and recording accounting information on work orders.

To Set Accounting Policies for a Site

1.	From the Site window, select the Administration menu and then Accounting Settings. The Accounting Settings dialog appears.

2.	Select the General tab, then the Policies tab, and enter the appropriate options for this site:

Setting Name

Description

Work order accounting policy

When this setting is selected, the asset to charge and GL account are required on work order tasks.

**Resource demand accounting info policy

You can set the rule that determines whether or not complete accounting information (GL account and cost type) is required when a resource demand is created for a work order or asset. The options are: • May be saved, user is not warned: The resource demand can be saved when a GL account cannot be derived or when a cost type is missing. • May be saved, user is warned: The user receives a warning message when trying to save the demand. (Default) • Cannot be saved: A valid cost type and GL account are required in order to save all resource demands.

** Indicates a mandatory setting

3.	When you are finished, click OK.