The creation and maintenance of financial tracking codes is undertaken in the Financial Tracking Maintenance screen, accessed through the ‘Financial’ tab.

Fig 8.1 - Menu tabs (financial tracking maintenance).png

Financial structure is integral to the configuration of PECOS P2P. All line items on every requisition are financially coded at the time of creation. This ensures that all orders and all subsequent invoices are correctly coded for accounting purposes.

It is necessary to enter the financial accounting codes that are to be used with all PECOS P2P orders. It may not be necessary to enter ALL general ledger codes since many of these may not be used for purchases through PECOS P2P.
Overview Financial Tracking
Methods
Segments
Account Codes

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