Setting Up SM Departments

SM Departments control how service costs and revenues post to the general ledger.

Before you start

• Know the GL accounts for cost, revenue, agreement revenue, and miscellaneous cost offset.
• Decide any overrides by cost-type category or call type.

Steps

1. Open SM Departments.
2. Create a department and enter its name and details.
3. Assign GL accounts for cost, revenue, agreement revenue, and miscellaneous cost offset.
4. Add overrides by cost-type category and call type if needed.
5. Define burden rates and standard-item GL overrides as required.
6. Save.

Notes

• Incorrect GL accounts mispost cost and revenue.