Enter Preliminary Codes

Explanation

Use this activity to enter codes that can be used as a control type for posting of preliminary costs that occur on supplier invoices. This optional task is to be performed by a system administrator or equivalent person.

A preliminary code can be entered either when a supplier invoice is created or it can be set for a supplier and then the code will be suggested when entering invoices from the supplier. You can define how preliminary cost posting will be controlled in IFS/Accounting Rules. You can delete a preliminary code that has not yet been used for an invoice entry. You can specify an account for each preliminary code in the Posting Control window of IFS/Accounting Rules, Posting Type IP5. For example, you can specify whether a preliminary cost will affect a balance account or a cost account. 

Prerequisites

This activity has the following prerequisites:

• None.

System Effects

As a result of this activity:

• The same preliminary code should be entered in the Posting Control window for posting type IP5 in IFS/Accounting Rules if the postings are controlled by Control Type IC5 (Preliminary Code). 
• An example of system effects is if the posting of preliminary costs should affect a balance or cost account. 

Window

Preliminary Codes

Related Window Descriptions

Preliminary Codes

Procedure

To perform this activity, follow these steps:

1. Open the Preliminary Codes window.
2. Create a new record.
3. In the Preliminary Code field, enter the preliminary code ID.
4. Enter a description.
5. Save the changes.