Validate Classes By Account

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If you want to limit account and class combinations that may be used in activity screens, then you should check the Validate Classes By Account checkbox. 

 

If you check the Validate Classes by Account, you must select an Account Class Validation Type. 

 

The possible values are: 

 

•All - Selecting this validation type means that you must enter all valid account class combinations in the Account Class Validation list screen.

 

•Exception - Selecting this validation type means that class validation will only be performed for those accounts that have entries in the Account Class Validation list screen.

 

Account class validations are performed in the following applications:

 

•Journal Entry
•Deposit
•Check
•Credit Card Charge
•Bill
•Purchase Order
•Estimate
•Sales Order
•Invoice/Credit Memo
•Item List
•Sales Tax List

 

Use Classes in Company Setup must be set to "Required" or "Optional" in order to implement this functionality.