Automatic assignment of Account codes based on the location?
In organizations that want to integrate with the accounting system. Currently the only way to use account codes is either setup a preventative maintenance procedure to default an account code or to setup an SLA to need to be assigned to a work order. Upon generating the work order, the user can designate the account code. Could it be done in a way where it's more automated, ie building A automatically is account code 11110?
Also, it would be great if along the way the supervisors/clerks can update the account codes in the work request to a different number, it seems this value is locked most of the time.
Tiffany Lam
shared this idea
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Stephen
commented
I thin the account code should be attacehed to Room, floor or building with the logic
if floor account code is null use floor account code
if floor sccount code is null use building code -
Ashley Nuttall
commented
the problem with this is the account code could come from multiple wr criteria which i believe is why to date this has not been auto populated. However i think this could be controlled by a application parameter to set the default account code by a set field i.e. wr.bl, or wr.requestor which can then be changed if required.