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Accounting Division Notes |
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Accounting divisions in WMS are only applicable when the Accounting Integration Type is set to Explorer Contract Manager V7. For more information on selecting an Accounting Integration Type in Setup > Company see Company Accounting Integration. Accounting divisions in WMS represent the division entities in the external Accounting system which is integrated to WMS. Accounting divisions belong to Accounting Companies. i.e. They are always associated with a single Accounting company and represent a division of that single Accounting company. Accounting divisions also have a one to one relationship with WMS divisions. Each WMS division is assigned to an Accounting company and one of its Accounting divisions. An Accounting division cannot be assigned to multiple WMS divisions. For more information on assigning Accounting companies and divisions to WMS divisions see Division Accounting Settings. These Accounting divisions may contain a more granular assignment of the job information, supplier information, tax and job cost codes used in the Purchasing, Sales Pricing and Scheduling modules. Differences in appearance and function within the Accounting Integration Settings form based on the selected accounting type are noted as they apply in the topics below. |
Select the appropriate Accounting Company in the Accounting Companies grid.
From the Accounting Integration Settings menu, select New Division, Or click the click the 
New Division icon on the Accounting Integration Settings toolbar.
Enter a valid Explorer CM Division Code (9 characters) into the Enter Division Code form.
Click OK to accept the new Accounting division.
Click the Save button at the top of the screen to save the changes.
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IMPORTANT |
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It is up to the user to ensure the Explorer Division Codes and mappings are correct as there is no direct communication between Explorer Contract Manager and WMS to validate this information. Incorrect settings may result in failures in one or more points of the integration. |
Click in the Division Name field in the Accounting Divisions grid and type the desired name.
Click the Save button at the top of the screen to save the changes.
From the Accounting Integration Settings menu, select Change Accounting Division Code, Or click the click the 
Change Accounting Division Code icon on the Accounting Integration Settings toolbar.
Enter yes into the warning form and click Continue to proceed with changing the Division Code.
Enter a valid Explorer CM Division Code (9 characters) into the Enter Division Code form.
Click the Save button at the top of the screen to save the changes.
Select an Accounting division which is not currently assigned to a WMS division.
From the Accounting Integration Settings menu, select Delete Accounting Division, Or click the click the 
Delete Accounting Division icon on the Accounting Integration Settings toolbar.
Confirm the deletion by clicking Yes in the Confirm dialog
Click the Save button at the top of the screen to save the changes
Accounting Integration Settings
Company Accounting Integration