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TC-00108 : FIN - ITEM New Item Setup - Service for Sale - Validate GL Accounts

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Process Area : Design to Build

Steps To Execute

Role: Kimray Cost Accountant, Kimray Cost Supervisor

Query up the Item in the Global Search and review the Purchasing, Accounting, and Preferences tabs.

Expected Results

1. GL Accounts are correctly set for:

Income Account (this will default in from the Accounting Preferences but can be modified

2. Can Be Fulfilled/Received setup is correct (unchecked if item fulfillment is not desired. Note - Service Item has no GL Impact on Item Fulfillment)

4. Tax Schedule is set as "Default Tax Schedule"

5. Item-Level Sales Price is correct

Additional notes:
The Item Subtype governs the need for GL Accounts. A Service for Purchase will require an expense account. A Service for Sale will require an Income Account. A Service for Resale requires both Accounts.