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Note |
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The appearance and contents of the Accounting Integration Settings form will change depending on the selection of Accounting Integration type in the Setup > Company Accounting Integration tab. For more information on selecting an Accounting Integration Type in Setup > Company see Company Accounting Integration. 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. |
These settings configure what budget information is sent and when budgets are sent from WMS to the integrated accounting system. The former Global Settings, Send Cat 'O' Budgets to Accounting andSend Variance Budgets to Accounting, are now defined in the Job Cost Category Setup dialog for each accounting company. For information on this topic, see the help file, Set Up Job Cost Category Types.
Checked: The Issue Budgets screen becomes available in the Purchasing menu. This allows the user to import estimates to the Purchasing module for use in creating budgets and to send the budget information to the integrated accounting system.
Not Checked: The Issue Budgets screen will not be available. The user is not allowed to issue budgets or send budget information to the integrated accounting system.
Issue of Purchase Order: If this option is selected, the budget information to be sent to the integrated accounting system is automatically created when purchase orders are issued.
Demand: If this option is selected, it allows the user to create the budget information and send the information to the integrated accounting system at any time. The budget information that will be sent to the integrated accounting system is automatically created at the time the user accesses the Issue Budgets screen and selects Issue Budgets.
From Send to Accounting Screen: If this option is selected, the budget information is sent to the integrated accounting system from the Send to Accounting screen after budgets are issued. This is the default for both Accounting Integration types.
On Issue of Budgets: (Explorer Contract Manager V7 Only) If this option is selected, Explorer Estimate and Change Order import files are automatically generated for the issued budget information. The import files are automatically sent to the appropriate folders as defined in Company Accounting Integration for import by the Explorer Contract Manager Import Agent.
Access the Integration menu > Accounting > Accounting Integration Settings.
Or, select the Accounting Integration Settings 
icon from the toolbar.
By default, the Send to Accounting Options tab opens.
Verify the accounting company currently selected in the Accounting Companies grid is the correct accounting company for which this setting will be defined. If necessary, click on a different accounting company.
STO Accounting
Explorer Contract Manager V7
Select the appropriate options.
If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.
Click the Save 
button at the top of the screen to save any changes.
Send Commitments to Accounting
Send to Accounting Group Number