About:
Item GL Class templates are grouped posting accounts for a specific item. If your account analysis is based on Stock Item, you will need to set up the item GL Class Template properly from the Item Class Template form.
Steps:
Group default posting accounts
- Go to the Inventory module.
- Select GL Class Template under the Setup menu. The GL Class Template form will display. Interprise Suite includes default class templates for each type and a default category GL class template.
- Click New button to switch to the Detail tab.
- Enter the GL Class Code and Description.
- Select the default posting accounts for each line.
- Save the details before closing the GL Class Template form.
How To:
Create a
category GL class template
The sales analysis too, can be used as a basis for the sales analysis. To create a category GL class template,
- Create a GL class template as you would an inventory class template. See Also: Group default posting accounts
- Assign the GL class template to an inventory category. See Also: Inventory Setup > Categories
Configure
Interprise Suite to get the sales analysis from the inventory
items
See Also: Accounting Setup > Accounting Module Preferences
Inactivate an
item GL class template
- Select GL Class Template under the Setup menu of the Inventory Module. The GL Class Template form will display.
- Select the GL class template in the list to go to the Details tab.
- Uncheck the Active checkbox to set the GL class template status to inactive.
- Save the details before closing the form.
Note that GL class templates that were assigned as default in class templates or used in any transaction may not be deleted.
- Select GL Class Template under the Setup menu of the Inventory Module. The GL Class Template form will display.
- Select GL class template in the list to go to the Details tab.
- Click on the Delete option in the toolbar menu.
- Choose Yes in the prompt to delete.
Hide All
Next Steps:
-
Assign default GL class templates. See Also: Item Class Templates