Overview:

Sales Codes are used in Job Sales Invoices issued to Clients to:

• Provide descriptions that appear on AR Invoices for different types of Revenue
• Provide the source of General Ledger (GL) coding for integration with the financial system. 

Screen Guide:

• Code/Description - This description will appear on various screen enquiries and reports so it should be meaningful. It will appear as the default description on Invoice lines but can be edited.
• Type - These predetermined types are used to group similar Sales Codes in custom reports and AR Invoices. They have no other significance, so a default of Revenue should be used if in doubt.
  • Time
  • Disbursement
  • Purchase
  • Subcontract
  • Stock
  • Plant
  • Internal
  • Retention
  • Revenue
  • Prepayment

• GL Account - This is the CR General Ledger account to which revenue will be posted on integration with the financials.
• GST Type Code - The code required to be passed through to financials, set up in GST Types.
• GST Rate - The standard output Tax Rate that is applied to this Sales Code during Invoice creation, derived from the Type Code.
• Default Work Centre - Work Centres can be used to group Activities and Sales Codes into job stages or phases for the purpose of job review and reporting.
• External / Internal
  • External Sales Codes are used for invoicing that will interface to Accounts Receivable.
  • Internal Sales Codes are used by the Internal Sales function that is used to create invoices that will charge a "buying" job within Workbench.

• Default Activity - This is the corresponding Activity Code used by Internal Sales to create a cost transaction on the "buying" job.
• Report Codes - These user defined codes enable Sales Codes to be grouped under various categories for reporting purposes.

Next Steps:

Sales Codes can be immediately utilised in the desired module after creation.