Use this window to add a GL code to a line item.

This window has the following options.

Line Item Description

A read-only description for the selected line item. If there is no description, this is left blank.

If multiple lines are selected, the value for this field is set to Multiple Lines Selected.

Material Number

A read-only value of the Material Number for the selected line item. If there is no number specified, this is left blank.

If multiple lines are selected, the value for this field is set to Multiple Lines Selected.

The Select a GL Code from one of the lists group has the following options

Recent GL Codes

If applicable, select from the list of up to the ten most recently used GL codes.

Favorite GL Codes

If applicable, select from the list of GL codes that you marked as favorites.

Remove Favorite

Deletes the selected favorite GL code from your list of favorites.

This group has the following buttons.

Cancel

Cancels your selections and returns you to the list item form.

Set GL Code

Assigns the manually selected GL Code and displays the code segments along with their descriptions on the line item form.

If neither the Recent GL Codes nor the Favorite GL Codes has a suitable GL code, you can select the GL code manually.

The or select individual GL segments group lists all available GL codes for that invoice.

The list of displayed segments is configured by your Administrator, with anywhere between one and 15 segments. The content of each drop-down list includes the GL code for that segment as well as a description.

Save as favorite

When selected, the manual GL code is added to the Favorite GL Codes for future invoices.

This option is cleared by default.

This group has the following buttons.

Set GL Code

Assigns the manually selected GL Code and displays the code segments along with their descriptions on the line item form.

Cancel

Cancels your selections and returns you to the list item form.