What are Ledger Codes

[CommunityJedi22]

Ledger Codes offer support for accounting.  This allows resellers to take internal accounting ledger codes for product categories, services, and labor and map them to supported categories in ChannelOnline.  When mapped it allows for these values to be passed between ChannelOnline and a third-party application. To enable Ledger Codes, go to Admin > Items Admin > Category and Item Ledger Codes section. Select either or both depending on the level of granularity that is needed. Add a name that reflects how they are called in the third-party application.  

• Product Level - this is the product type in ChannelOnline (product, service, or labor).
• Category Level - this is by category and sub-category in ChannelOnline (two-tier structure).  Click on the "Set Category and Item Ledger Codes" link to manually map supported and custom categories to the corresponding third-party (accounting) code required.

  Ledger Codes and Integration Item Types are also editable in an item’s options attributes page. Like regular products, this information will show internally below the item description and be viewable on print when using the “Item Custom Fields (int.) *” print setting. Item ledger codes can have up to 100 characters.  

• Use case. Mapping Ledger codes to Product Family in Salesforce. This mapping allows Salesforce's “product family” to be included as part of the synchronized item information. Once enabled, administrators can go into Items Admin and set up the proper product family name at a per-category level. For example, items could be identified as “MRR” or “Services” or whatever values have been established in Salesforce. (All ledger codes in COL will need to match the picklist values exactly to successfully import to Salesforce. Mapping requires Salesforce field label: Product Family, field name: Family, data type: Picklist.)

  Product Overview: Information is displayed in the right column section on the product overview tab. This section includes details for Item ledger codes, Category ledger codes, and Integration Item Types. Reporting: The ledger field has also been made available in sales reports.   

 Adding Ledger Codes to categories in "Set Category and Item Ledger Codes".