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 How to have the GL account number autopopulate when entering a recurring exp invoice

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  •   Epicor ERP
Jack Pennypacker's profile image
Jack Pennypacker posted 01-11-2023 10:05 AM

Wondering if there is a way to have to the GL Account number autopopulate when entering an expense invoice.    Invoices for things like Electricity or water, things like that,   Not sure if there is a way to tie a GL account to a vendor, or how others are handling this.


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Jack Pennypacker's profile image
Jack Pennypacker  Best Answer

Paul, So how do I link a GL Control code to a specific supplier?    I was thinking it had to be a control code, but not seeing how that is linked to the supplier

 

Paul Jackson's profile image
Paul Jackson

Jack,

One way is to create a GL Control code with that GL account, and link it to the supplier.

This will default that GL Account on misc AP Invoices.

Paul Jackson's profile image
Paul Jackson

Create a new GL Control code of type “Supplier”.

There is only one “context” in this type of GL control code.  It is “Expense”.

Then, link that GL Control code to the supplier per the pictures below.

 

 

 

 

Jack Pennypacker's profile image
Jack Pennypacker

Thanks Paul, I will give that a try.   Wondering how this works with multiple Suppliers, if the charges go to different accounts.   Gas, Lights, Phone, yard maintenance, stuff like that.  Will give it a try and see how things go.

Appreciate the help.   

Paul Jackson's profile image
Paul Jackson

You can create as  many of these  GL Control codes as you want.

Each supplier can have a different one, or suppliers can share one.

However, there can only be 1 GL Control code (GL Account) as default for a supplier. 

 

Paul