lookup button to the right of the field to open the GL
Account lookup form; select the desired account number from the
list.Job Management Purchasing Parts and Expense Items Ordering Expense Items from Accounts Payable
Ordering Expense Items from Accounts Payable (continued)
4. Navigate to the Expenses tab in the center area of the Purchase Order form. Fill in the information on each line; for additional expense items, continue on to the next line and fill in the information. Detail field description for the Expense tab is listed below. When finished entering all expense lines, press the OK button located at the lower right of the form to save the Purchase Order.
GL Account - Expense Items are listed by selecting a G/L Account
number for the item being purchased. Select the G/L Account
by positioning the mouse in the GL
Account field in the grid section of
the form. Press the lookup button to the right of the field to open the GL
Account lookup form; select the desired account number from the
list.
Description - The description of the GL Account will default into this field; the User may override this description to better describe the expense item being purchased. For example if the description for the GL Account selected is Permits/Fees, the User may type in Fire Permit to better describe the expense.
Amount - Enter the total amount for the expense item.
Category - Select the appropriate category; typically Installation.
Job - The Job number will automatically fill into this field.
Type - Press the arrow to the right of the field and select the appropriate expense type.