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:

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• 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.

• Accrual GL Account - This is the CR General Ledger account to which revenue on Contract Claim Accruals will be posted on integration with the financials. When populating the GL Account on the Claim Accruals export batch GL prefixes and suffixes on Profit Centres are taken into account if they exist.

• 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.