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Editing GL Codes on Orders & Invoices

Editing GL Codes on Orders & Invoices

This document is intended to be a quick reference on how to adjust GL codes for your orders and invoices. Please note that to take full advantage of this feature, the following must be true:

  • Your organization allows GL code adjustment for the vendor you are working on;

  • You have a sufficient priv level to make adjustments to GL codes.

If you do not have the ability to make adjustments to the GL code of a product and you feel that you should have this access, please reach out to your corporate team.

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To make an adjustment to your GL code, simply click on the dropdown next to an item and choose the appropriate GL code in the GL Code column. After making your selection, a red triangle will appear in the upper left corner of the GL code box; this indicates that your change is not yet saved. To save your changes, simply click the Update button. If you move on to another page of your shopping cart or click away before clicking this button, your changes will be forgotten and you’ll need to redo them.

NOTE: If you change the GL code for a product in your shopping cart or on an order, that change will carry over to the associated invoice. Also note that these changes are not permanent; if you purchase a product frequently and feel the default GL code should be updated, please contact your corporate team.