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  1. Open a new record from the Product Categories service.
    • This service is located in the Product Setup and Maintenance application by default.
       
  2. Enter a name and a description of the product category.
  3. On the GL Accounts tab, open a new GL Accounts record to add the prepaid deposit account.

    Prepaid Deposit GL Accounts Record
  4. In the GL Order Level field, select a GL order level (typically, Regular).
  5. Select Accounts Receivable from the type list.
  6. In the GL Account field, select a liability account to be used for tracking prepaid deposits rather than an accounts receivable account. 
  7. Select OK to save the new GL Accounts record.
  8. Add a second GL Accounts to the product category that uses a Type of Sales.
    • The Order Entry system will not generate GL entries for this account since prepaid deposit orders have $0 products. However, you must specify a Sales GL account to save a new Products record in Aptify.
       
  9. Save and close the new Product Categories record.
     
Info

See Managing the Product Categories section in the Product Categories and Types chapter of the Aptify 5.5 Product Setup and Maintenance GuideService for more information on setting up Product Categories records.