Adding Account Set Records

Note: This screen is available only if you are using Purchase Orders as a stand-alone program (that is, you do not use Inventory Control).

You add account sets to define a group of general ledger accounts to which to post Purchase Orders transactions (if you use Purchase Orders as a stand-alone system without Inventory Control). More...

You must add at least one account set to Purchase Orders before you can add item records. If you add more than one account set, you can group items by the account set to which they belong.

To add Account Set records:

1. Open Purchase Orders > P/O Setup > Account Sets.
2. In the Account Set Code field, type a code of up to six characters to identify the account set.
3. Type a description for the account set.
4. Type the general ledger account numbers for the payables clearing and inventory/expense accounts that make up the set.

   Tip: If you use Sage 300 General Ledger with Purchase Orders, you can use the Finder icons to select general ledger accounts.

5. Click Add.
6. To add another record, click the New icon beside the Account Set Code field to clear the screen for a new record, and then repeat steps 2 through 5.