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Set up item accrual groups

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Set up the item accrual groups used with accrual plans as codes with group members comprising item records. You can then assign a group to an accrual plan, and suggested accruals for the plan are based on sales or purchase transactions for the corresponding group members.

Steps

  1. In the search box, enter Item Groups, and then choose the related link.

  2. On the Home tab, in the New group, choose New. The Item Accrual Group Card page appears.

  3. On the General FastTab, enter a code and a descriptive name in the fields.

  4. On the Lines FastTab, assign the group members.