Set pre-accounting defaults for a whole order

Related topics

Defining default pre-account information is useful if several order lines on the order should be booked on the same account.

1. Create a new purchase order and enter at least two order lines. For information about entering purchase orders, see Manually enter a purchase order.
2. You access Work with purchase orders, Order lines. (Tip: If you access the Work with purchase orders, Add lines panel instead, click Back once). Select all order lines you want to pre-account and click Pre-acc.
3. You access Pre-accounting maintenance. Complete the account number(s) that are the same for all order lines. Click Set default.
4. The same panel is displayed. Continue to enter the accounts that only apply for this order line. Click OK.
5. You access the Pre-accounting information panel for the second order line. The information is defaulted and you can now define the accounts that apply for this order line. Click OK twice.
6. You return to the Order lines panel. The order lines are now pre-accounted.

Related topics

• About pre-accounting purchase orders
• Pre-account one single order line at order entry
• Pre-account all order lines via Work with held purchase orders
• About purchase order entry