The Manage Project Account Group setup screen in Costpoint affects which account values are available for selection while coding an expense line in the GL Coding control.
-
If a project is entered in the GL Coding control, the accounts that are associated with that project in the PAG are displayed by default in the account search control.
-
An account may be set to inactive for a specific PAG and still be active for charging in other situations. If the project and account entered exists as a combination in the PAG and it is marked as inactive, even though the account is active, it can't be used. The account does not show up in the account search control and manual validations.
-
If the Require PLC for Labor Accounts option is set to Y(see IAConnect Configuration for GL Coding), then the PLC code is required on an expense line for all PAG records where the Function Code value is Labor for the account. Once you have selected the account, it looks at this setup and determines whether the PLC is required.
-
The Project Account Abbreviation value for each PAG record gets used when using the Account Abbreviation search control.