[SM] Setting the Interface Options for an SM Company

Setting the Interface Options for an SM Company

You can control how work completed data is processed and posted:

1. General Ledger (GL) Updates:

   • Choose how work completed entries update GL: No Update, Summary, or Detail.

   • For Summary, enter a description in Summary GL Description.

   • For Detail, select the items to include in Detail GL Description.

   • Specify the GL Journal to update or select from a list (F4).

2. Other Module Interfaces:

   • If using Equipment Management (EM), Inventory (IN), Purchase Order (PO), Payroll (PR), or Job Costing (JC), you can send work completed data to these modules.

   • Example: Selecting EM will create equipment usage entries in Equipment Management.

3. Setup Steps:

   • Enter the SM Company in the SM Co field.

   • Go to the Interfaces tab.

   • Configure GL interface level and descriptions.

   • Check the boxes for the other modules to interface data.