You can set up default WIP accounting classes at several levels:
Category account level for discrete jobs, and repetitive line and assembly associations
Default Discrete Class parameter class level for standard discrete jobs
Project cost group level for project jobs
The default discrete accounting classes that you have associated with categories in the Default WIP Accounting Classes for Categories window are used when you create standard discrete jobs for items that belong to categories that belong to the product line category set. For example, if you create a job to build Item A, and Item A belongs to a category that belongs to the product line category set, then the WIP accounting class associated with Item A's category is defaulted. This defaulting logic is applied no matter how jobs are created. See: Overview of Creating Discrete Jobs.
Note: If default discrete WIP accounting classes do not exist, the accounting class specified for the Default Discrete Class parameter is used. See Discrete Parameters.
When you perform work order-less completions, discrete accounting classes that are associated with categories are defaulted if the item being completed belongs to a category that belongs to the product line category set. For example, if you are performing a work order-less completion for Item A, and Item A belongs to a category that belongs to the product line category set, then the WIP accounting class associated with Item A's category is defaulted.
When you associate repetitive assemblies with production lines, the repetitive accounting classes that you have associated with categories are defaulted if the assembly item being associated belongs to a category that belongs to the product line category set. For example if you create a repetitive line/assembly association for an assembly Item B, and Item B belongs to a category that belongs to the product line category set, then the WIP accounting class associated with Item B's category is defaulted.
Discrete accounting classes can also be defaulted when you define project referenced jobs and perform project referenced work order-less completions. If the assembly item belongs to a category that belongs to the product line category set, then the WIP accounting class associated with the item's category is defaulted.
However, if a default discrete class cannot be found for a project job or work order-less completion based on the assembly item's category set, the system does not default the accounting class specified for the Default Discrete Class parameter. Instead it uses the WIP accounting class that is associated with the project as defined in the Project Parameters window. Like other accounting class defaults it can be overridden but only with an accounting class that was associated with the project's cost group in the WIP Accounting Classes for Cost Groups window. See: Assigning Project Parameters, and Defining Cost Groups.
Note: If you create a project referenced job or perform a project referenced work order-less completion, and the system can find neither a default accounting class nor a project WIP accounting class, the accounting class is not defaulted and one must be selected.
When selecting a WIP Accounting Class on the Discrete Jobs window, the list of values defaults in the following manner for your costing organization setup.
Standard costing organization for jobs associated to a project or task:
If Cost Group is enabled on the Project Parameters window, only the accounting classes associated with the project's cost group are displayed.
If Cost Group is disabled, all valid accounting classes are displayed.
Non-Standard costing organization for jobs associated to a project or task - only the accounting classes for the project's cost group are displayed.
Standard costing organization for jobs not associated to a project or task:
If Cost Group is enabled on the Project Parameters window, only the accounting classes associated with the project's cost group are displayed.
If Cost Group is disabled, all valid accounting classes are displayed.