Account Alias Training

Revised 12/9/02

Application:

Inventory

Process:

Account Alias Creation

Objectives:

1. Create Short Cut for Data Entry

Prerequisites:

1. Defined Chart of Accounts

Overview:
Account Alias Entry
An account alias is an easily recognized name or label representing a general ledger account number.
You can transact, view, report, and reserve against an account alias. During a transaction, an account
alias can be used instead of an account number. By setting up various aliases in advance, you can save a
lot of time and confusion during various types of inventory transactions. Inventory transactions such as
issue for destructive testing, issue for engineering design, and receipts from engineering lab can use
aliases very effectively. Account aliases are defined at the organizational level.

Account Alias Training

Revised 12/9/02

Setup Account Aliases

Navigate to:

Inventory> Setup> Account Aliases

In the Account Aliases window:

Alias:
Description:
Account:
Effective On:
Effective To:
Save your work.

Enter a name for the Alias.

Enter a brief description of the Alias
Enter the corresponding GL account number. Remember you can use the
list of values to view account number segments.
Enter the date the Alias will become effective.
Optionally enter a date when the Alias will no longer be usable.