About
GL Class Templates are grouped default posting account used for setting up Suppliers. Interprise Suite includes a default Supplier GL Class Template. You may modify or add to these class templates.
Note:
Supplier GL Class templates is where
posting accounts for the supplier transactions are taken. If you
chose to base your account analysis by supplier, the accounts to
use for the supplier transactions will be based from the Supplier
GL Class Template. See Also: Accounting Setup >
Accounting
Module Preferences
Interprise Suite automatically assigns the appropriate posting accounts to the default supplier GL Class Template if you chose to set up your chart of accounts by copying from an account template. If you chose to set up your chart of accounts by defining each account, you will then have to manually assign the posting accounts in the GL Class Templates. See Also: Accounting Setup > Create New Chart of Accounts
Also, the Supplier GL Class template copies the account codes from the Default Accounts. See Also: Accounting Setup > Assign Default Accounts
Steps:
Group Posting Accounts for Supplier Transactions
-
Go to the Supplier module.
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Select GL Class Template under the Setup menu. The Supplier GL Class Template form will appear.
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Enter the Class Code and Description.
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Select the appropriate Account Code for each line.
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Check the Active checkbox.
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Save the details before closing the Supplier GL Class Template form.
How To:
Assign default
expense account
The default expense account for all suppliers is set to the default, Other Purchases in the Expense - Other field.
- You may change the default expense account in the Supplier GL Class Template setup form or assign an expense account for each supplier in the Supplier detail form. See Also: Working with Supplier Module > Manage Suppliers > Edit/Maintain Supplier Information.
Inactivate
supplier GL class templates
- Select Supplier GL Class Template under the Setup menu of the Supplier Module. The Supplier GL Class Template setup 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.
Delete supplier
GL class templates
- Select Supplier GL Class Template under the Setup menu of the Supplier Module. The Supplier GL Class Template setup form will display.
- Select the 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.
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Next Steps:
-
Assign default GL Class Template. See Also: Supplier Class Template