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Note: During the PCR-360 set-up process, the User organization determines the manner in which the program structures GLAs.The organization can define and build any number of component-based GLA structures. For more information, see the configuration options: Configuration Guide GLA Parameters).
Select a GLA Format
The GLA Format is set up when PCR-360 is brought online in the Configuration Options. To switch between Formats, click the
button to bring up the GLA Selection Form.
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A User should start by adding Components to the system. A more information is provided for Users that need to modify GLA Components. Once the User adds Components to the system, the next step is to build a GLA with the existing Components.
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To build a GLA with multiple components, navigate to the G/L Accounts grid.
Click thebutton to create new GLAs for use in the organization.
In the 'Add New General Ledger Account' form, the User can define up to four Components – Fund, Org, Department, and SubDept – based on the organization's available Component Types. The first Component – in this case, the Fund – is a Required field.
Note: The required Required configuration of GLA components is defined in the system configuration see 'Configuration Guide GLA Parameters' for details
Speed Code and Description are also not Required fields though they can help other users identify the new GLA. Speed Code is required to be unique in PCR-360, regardless of GLA Format. Users may optionally define an income type for the GLA by checking the Revenue' or Expense checkboxes. Additionally, the User may indicate how the GLA is used for Billing by selecting Bill, Ledger, or Taxable by checking the appropriate checkboxes.
Charges, Contacts and Addresses may be added to the GLA in their appropriate tabs and additional fields may be set in the User Defined Fields tab.
Once all Required fields have been satisfied, click thebutton at the bottom of the GLA data entry form. The new Component-based GLA appears on the G/L Accounts grid and can be selected among other GLAs elsewhere in the system.
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| Name | Description |
|---|---|
| Revenue | If true, the Revenue GLA from Service Catalog or Equipment Catalog is used, otherwise, the Revenue GLA from the Billing Group is used. The Revenue GLA gets assigned when the Bill runs and uses a selection priority system; if there are multiple Revenue GLAs associated with the Charge. Only one Revenue GLA will be associated with each Charge. |
| Expense | Enables the account to be used as an expense GLA on billable items. i.e Services, Equipment, and Service Desk Orders. |
| Bill | Makes the GLA Billable and allows charges to be added to it. Service, Equipment, and Service Desk must have a Billable Expense GLA in order to be billed. |
| Ledger | Only used in GL Feed Exports. Each customer has a custom Export set up to feed data from PCR360 to their outside billing system. The flag is used in that custom query to exclude specific GLAs. |
| Taxable | Makes the GLA Taxable. Service, Equipment, GLA, and Service Desk Charges must have a Taxable Expense GLA as well as a Taxable Department Owner or Contact Owner belonging to a Taxable Department for taxes to be applied. If Taxes are turned off, the Taxable flag will disappear. |
Tabs
Name | Description |
|---|---|
| Account Management | Only visible if the Accounts Receivable license has been purchased. |
Defines the Charges associated with the GLA. | |
Defines what Contacts should be associated with the GLA. | |
Defines what Address is tied to the GLA, used for billing. | |
Tracking of any Activities and Remarks associated with the GLA. | |
Displays the Bill(s) for the GLA. |
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- Contact Default GLA
- Contact GLA Approval
- Contact GLA Permissions
- Equipment Expect GLA
- Department Default GLA
- Department Permissions GLA
- Service Desk (Orders, Projects, Incidents, etc.) up to/including "Completed" Status
- Service Desk Approval (CustomerCenter)
- Service Desk Actions GLA
- Services GLA
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