You can use this task to set up a maintenance company and export entity. When a maintenance company is set as an export entity, it is available when creating work orders in Maintenance Company Detail, as well as when working with AR invoice details and AP invoice details.
Maintenance companies are added to Property Manager in Vendor Detail > Vendor Locations. A maintenance company is a vendor that has been set as in-house. Once a maintenance company has been added, you can define its export setup in Export Information Setup. The fields are the same as those when defining the Export Information Setup for communities with an additional field for maintenance companies, which lists the maintenance companies added in Vendor Detail > Vendor Locations that have not been added to the export entity list.
To add maintenance company export information, follow these steps:
1. Go to System Administration > Accounting Setup.
2. In the Accounting View Option area, select Export Information Setup.
3. Go to Tasks > Add Maintenance Company Export Information.
4. Select the maintenance company for the new export entity.
Note
Only maintenance companies that do not have an export entity created for them are included in this list.
5. Enter the export entity details. For more information, refer to the Export Information Setup topic.
6. Click Finished.