Setting up PartsLedger Inventory Journal in Sage Intacct (Sage Intacct + PartsManager Integration)

Adam Graetz
Adam Graetz
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

The journals on your Journals list in Sage Intacct serve to categorize the transactions you directly enter in General Ledger and the transactions posted from subledgers, such as Inventory

 

Requirements in Sage Intacct

Sage Intacct Subscription

General Ledger

User type

Business, Employee, Approver, Project Manager, and Warehouse

Permissions

Journals - List and View

 

Note: For multi-entity, shared companies Journals are master objects, which can either be common (that is, accessible) to all entities, or exclusive (private) to a specific entity.

 

Setup Process

  1. In Sage Intacct, click the Applications drop-down.
  2. Click General Ledger.
  3. Click the Setup tab.
  4. Click to select Journals.
    SageIntacct-JournalSetup.png
  5. From the Journals list, add a new journal or edit an existing one.

    • To add a new journal, from the top right menu, click Add
      SageIntacct-JournalList.png

  6. Enter the Symbol and Title for the journal.
    • In most places in Sage Intacct, the symbol appears along with the title of the journal
      • Example: IJ--Inventory Journal.
    • Status: Active 
    • Optional: Enable job billing flag
      SageIntacct_-_Add_Journal.png

 

Field

Description

Symbol

Enter an abbreviation for the journal in the Symbol field. After you've saved the journal, you can no longer edit the symbol. (Required)

Title

Enter the full name of the journal, as it should appear in reports. (Required)

 

After you've added the inventory journal

After you've added the inventory journal, It's available for you to sync PartsManager inventory adjustments as journal entries through the General Ledger

Note: There may be other journal settings not pertaining to SI+PL integration, but to specific company business needs. Please review the Sage Intacct support article on Add or Edit journals .

Was this article helpful?

/

Comments

0 comments

Please sign in to leave a comment.