About Using Different General Ledgers, Inventory Locations, and Printers
This feature lets you assign specific users to one general ledger and inventory location while having their invoices print to a sales representative's printer, for example. This gives you more flexibility when managing accounts across multiple departments.
G/L and Inventories can be assigned to three levels: customer, department, and account.
Printer codes can be assigned to four levels: customer, department, account, general ledger, and inventory.
Note: To use this feature, your back office business system must be set up with multiple general ledger locations, inventory locations, and printer codes.
To set up this feature:
Location Management: Assign an inventory location and printer code to a general ledger location in the Location Setup page. For details, see Location Management.
Account Management: You can assign a general ledger, inventory location, and printer to an entire customer's departments. For details, see Account Management.
Customer Management: You can also assign a general ledger, inventory location, and printer to an individual user in the Customer Management Parameters tab. For details, see Customer Management.
Parameter Maintenance: You can also mass change general ledger, inventory locations, and printer codes in the Managing Customer Parameters page. When you do, you retrieve a list of customers with existing locations and printers, and then mass change them to the new information you specify. For details, see Parameter Maintenance.