Path: Organization > Repair Center > Records / Linked Accounts Tab
This feature is available in WebTMA Enterprise and is similar to Admin > Client Info / Linked Accounts. When used, each Repair Center can track expenditures and collections for Freight, Markup Recovery, and Discounts in year-to-date (YTD) Accounts. This is accomplished using the fields on the Linked Accounts window.
Set up global (Admin > Client Info) and/or the individual Repair Centers with Linked Accounts. If both are set, costs roll up during Post Charges for Purchase Order and Project Requisitions. During Receivings, costs roll up to accounts entered in the fields on this window. The Accounts are set up in the WebTMA Accounting > Accounts window. You can use a separate Account or the same Account on multiple Linked Accounts.
If a global setting is also established, WebTMA first looks to the Repair Center. If no account is available or the transaction is not linked to the Repair Center, costs roll up to the accounts listed on the Client Info / Linked Accounts window.
Changing or unlinking an Account that has amounts in it will not zero out the Account. Amounts cannot be moved from a Linked Account to other Accounts.