The general ledger account numbers entered on the WorkShop Company Defaults screen are validated against the AccountMate GL.

WorkShop posts transactions to the GL accounts when appropriate.

WorkShop performs period closings when linked to AccountMate.

The MRP (Material Requirements Planning) and Plan processes in WorkShop included purchase order information.

Customer and sales order information is used when creating a work order directly from a sales order.

The MRP (Material Requirements Planning) and Plan processes in WorkShop included sales order information.

WorkShop confirms the company data path and company number when linking to AccountMate.

Inventory Control

The primary WorkShop links are through the AccountMate Inventory Control module. WorkShop's internal inventory file is disabled and replaced by the inventory information in AccountMate when the two systems are integrated. While maintenance of the inventory file is done through AccountMate, WorkShop can be used to create new item numbers and locations in the file in order to support the rapid creation of bills of material.

The AccountMate inventory valuation methods by item are supported.

WorkShop uses the following method to determine if an item is made or purchased:

An item is treated as a purchased item when the Used In Purchase Order option is checked.

An item is treated as a manufactured item when the Used In Work Order option is checked.

An item is treated as both a purchased item and a manufactured item when the Used In Purchase Order and Work Order options are checked.

Unit of measure established in AccountMate are used in WorkShop.

The decimal settings in inventory are observed by WorkShop.

WorkShop uses the following method to determine if an item is stock or nonstock:

An item is treated as a stock item if the Check On-hand and Update On-hand options are checked.

An item is treated as a nonstock item if the Check On-hand and Update On-hand options are left unchecked.

The serial number processes are supported. WorkShop extends the support to provided serial number traceability.

Warehouse and bin locations are supported.

The On-hand Qty field is updated as finished goods are posted or items returned to inventory.

The In-process Qty field is updated with quantity of items being manufactured.

The Allocated Qty field is updated with the quantity of items allocated to work orders.

The Class field is used as the Product Class field in WorkShop.

The Product Line field is used as the Code field in WorkShop.

The MRP (Material Requirements Planning) and Plan processes in WorkShop included the item reorder, reorder quantity, and vendor information.

The In-transit quantities are excluded from MRP and Plan processes in WorkShop.

The WorkShop material planning Cushion option may be used to partially offset the absence of item lead times in AccountMate.

Procedures for controlling WorkShop transactions affecting inventory should be used during the periods in which there is an AccountMate freeze on inventory. WorkShop does not stop transactions from occurring during these periods.