Use the Departments screens to set up the departments you would like to track. The department number follows a transaction all the way to the GL and can be used to establish department controls on purchasing and/or for splitting sales into particular groups.
Departments
- When company budgets are calculated by department you can compare budgeted targets with actual performance in the GL system
- On the sales side you can split sales into groups such as inside sales or outside sales, sales due to promotions or sales generated from other sources
- In deciding how to set up department codes, keep in mind the need to distinguish codes for sales source and codes for expense type
- You will find that most of the GL trial balance options allow you to specify a department or you can consolidate departments
- At least one department is required to begin using Accolent ERP
- Go to Settings > Value Lists > Value Lists (A-L) > Departments to see a list of departments, edit a department, or create a department
Department Fields
| Field | Description |
| Active check box | To view an inactive account, see Active and Inactive Records. |
| Department Code | Three number code that identifies the department in Accolent ERP. An entry in this field is required. |
| Description | Description identifying the department. An entry in this field is required. |