Menu Code: ADT System - Setup

Accounts Default Types are named account placeholders for specific FOURA processes.  By using a named placeholder, all the logic and setup can be done ahead of time for each workflow, even before the Chart of Accounts is known or finalized.  After the Chart of Accounts is setup then you can set a specific account for each default type using the Accounts tab on the Companies form.

Account default types are used on the following forms:

Form	Menu Code	Usage
Order Types	OTY	Setup the Freight, Sales and Issue account types to use for each type of order.
Adjust Types	ADT	Setup the account type to use as the offset account for each adjustment type.
Build Services	BSV	Specify the account type to use for non-material costs in Bills of Materials.
Item Classes	CLS	Setup the account type to use when purchasing items, receiving item to inventory and issuing items to cost of sales.
Employee Types	ETY	Setup the account type to use when employees charge time to projects.
Locations	LOC	Setup the inventory account to use when items are transferred into a location.  When specified, this setting will override the Item Class setting.
Companies	CMP	Specify actual account numbers to use for each named account default from the Accounts tab.
Suppliers	SUP	Specify the account type to use for AP when posting invoices.
Tax Codes	TAX	Setup the account types to use when posting taxes for AP Invoices and Sales Invoices.

Columns

Index	Visible	Field Name	Caption	Usage / Description
0	Yes	AcctDefType	Type
1	Yes	AcctDefTypeDes	Description

Security

The following default roles can use this form:

Role	Allowed Actions
rl_Accounting	View
rl_FinRead	View
rl_Setup	View and Edit
rl_User	View