Work Codes

System Location: Settings > Base Tables > Work Codes

Work Code

Work codes can be assigned to customers as a way to break down jobs and ultimately sales into categories. When the Accounting Application is available, work codes are one of two options available to drive A/R Billing details. (Designated in Company Maintenance Defaults.)

For information about the Accounting Application, please contact sales at 1-800 525 2143.

ClosedRecord Header - Work Code

The Record Header located at the top of the page indicates which specific record has been selected and for what purpose (new, edit, quick view) and displays record specific Action Buttons (discussed below.)

For more information see User Interface.

Action Buttons
Save (button)

This button is used to close the record and save any changes that have been made while it was open. In addition, the dropdown button allows you to Save and:

  • Close - close the open record.
  • New - open a new blank record.
  • Print - print any of the reports related to the open record.
Cancel (button)

This button is used to close the record without saving any changes that may have been made while it was open. If this button is used after a change has been made to the record, the system prompts to verify whether the record should be closed without saving the changes.

Answering "Yes" to the prompt closes the record without saving the changes.

Answering "No" to the prompt leaves the record open.

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Closed Work Code Details

An asterisk [*] indicates a required field.

Active (checkbox)

Checking this box indicates the work code is actively used.

*Work Code

This is the "short name" assigned to the work code by the user.

  • Must be unique
  • Can be up to 12 alpha-numeric characters in length
  • Should indicate the nature of the property used to group customers together
  • Various reports, including the Sales Summary, can be filtered by this value

Description

Use the description to provide additional information about the customer grouping.

  • Appears on Work Code Navigator and various reports for reference

The following GL accounts are required on all work codes in case they are used to provide details on customer invoices.

*AR Account

This represents the trade accounts receivable GL code.

*Discount Account

This represents the GL code cash discounts allowed to vendors are posted against.

*Sales Account

This represents the income GL code that sales of associated parts should be posted to.

*Freight Account

This represents the GL code that money received to cover shipping costs should be posted to.

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