We are attempting to use the PO Header Misc Charge Codes to process purchase orders/AP invoices for service related items. For example, Maintenance Repairs, Labor, Travel expenses, training expenses.
I have set up the GL Control Codes for the proper GL Control Type of Misc. Charge (Purchase) to report the appropriate expense accounts. I then assigned each of the GL Control Codes to each of my Misc Charge Codes respectively.
My hope was that a purchase order could be created, the PO Misc Charge could be added for the grand total amount then be approved. The PO will not have any other line detail attached.
We are unable to approve the purchase order. Also, we are not sure how the receipt process would work for a purchase order like this.
Anyone have any ideas or suggestions?
Misc charges are best for adding costs to a line (or entire order).
You could just make Part Classes with GL Controls to match the ones you made for the Misc Charges. Then during PO entry, selecting the Class would automatically assign the GL to expense it to.
When the expense occurs, someone would have to enter a PO Receipt.
We do what @ckrusen suggested.
Additionally we also have some parts set up for these purposes as well. The buyers just “buy” against these part numbers which are governed by their classes (common for us) or the GL on the part itself (rare for us).
In hindsight, I wish we had done more part-specific GL and not muddied the class list with every possible stinkin’ GL combination. Ugh that list is ridiculous.
One thing on my To Do list (but low priority) is to add a UD fiedl to the Part Classes, to indicate where the class can be used.
Like to prevent selecting a class for expensed items, from being used on a Qty Bearing part. Or to prevent selecting an inventory based class on a “Buy To Other” PO line.