Saving Pricebook Item with No GL Account SettingLast updated on 10/11/2022
This article explains how to save a pricebook item for non-exporting customers who do not have the “GL Account” settings box when viewing an item in the pricebook.
Customers who do not export will not have one of the export configurations turned on which then hides the “GL Account” settings field when viewing a pricebook item in ServiceTitan. Since this GL Account field is required for a pricebook item, the customer will get an error not allowing them to save the item.
Use Pricebook Export/Import to Assign GL Account
Use the pricebook excel export to add GL Account to a pricebook item when the field is hidden in ServiceTitan due to account configuration.
Go to the navigation bar and click Pricbook. In the side panel, click Import/Export
From this screen click the Export sub-tab
Make sure the export type is set to “Pricebook (Settings, Materials, and Park Link)” and click the Export button
Once the export is complete, click the Download button
In the exported excel file, add or adjust the service, material, and/or equipment information in the corresponding tab and columns.
The GL Account column WILL NOT be hidden in the excel export. Go to the items you are adding or adjusting and find the column titled Account. Manually enter the account information in that column for the items.
Once all updates have been made, go back to the Import/Export screen and select the Import sub-tab.
Make sure the data file type is set to “Pricebook (Settings, Materials, and Park Link)” and “Deactivate Existing Pricebook” is unchecked.
Click Upload, select the saved pricebook excel file and finish the upload.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.