Tekion — Internal Cost Center → GL Routing

Joe's recurring question shape: "RO 58xxxx is going to PDI, 4440 — what's wrong?" /
"Can I set cash sales 2045 as the hold and forgo the holding account?"

Two SEPARATE config layers control this. Confusing them is the #1 way to give a
wrong answer:

Layer	Screen	What it defines
1. Cost center exists	Accounting Settings → Setup Fields → Cost Center Setup → Repair Order – Internal	The picklist of names an advisor sees in Manage Splits (e.g. PDI - 2211, We Owe / Due Bill - 3042, Safecat 5450). Also the Enable Control / Enable Control 2 checkboxes that make those RO fields editable.
2. Cost center routes	GL Account Transaction Mapping → Fixed Operations → Services → Services-Internal	Rows of Department · Make · Pay Type · Service Type · Customer Tax Status → GL Account. The Service Type column is where the cost center lands.

The account number embedded in a cost center NAME is a human convention only.
PDI - 2211 is just a label someone typed. Do NOT infer routing from it — read the
Services-Internal mapping rows.

Step 1 — Read the Chart of Accounts FIRST (30 seconds, via API replay)

Never recommend an account swap without its type / sub-type / control type /
control-mandatory flags. Fastest path — arm an XHR hook on
/accounting/chartOfAccounts/list, capture the app's own glAccount/list call, then
replay it in-page with a searchText:

// after page load, hook XHR (see persistent-browser-server skill for the hook pattern),
// SPA-nav away and back (history.pushState + PopStateEvent) to fire the call,
// then grab window.__cap[0] = {u, m, h, b}
(async()=>{
  var c=window.__cap[0], h=Object.assign({},c.h), out={};
  for (const q of ['2045','2211','3042','4440']) {
    var body=JSON.parse(c.b); body.searchText=q; body.pageInfo={start:0,rows:25};
    var j=await (await fetch(c.u,{method:'POST',headers:h,body:JSON.stringify(body)})).json();
    out[q]=(((j.data||{}).data||{}).accountList||{}).hits||[];
  }
  return JSON.stringify(out);
})()

Returns accountNumber, accountName, accountTypeId, accountSubTypeId, controlField, controlNumberMandatory. Do NOT type into the page search box in a loop — each
keystroke round-trip took ~5s and the innerText scrape returned stale rows that looked
like every query matched everything (the top-of-list rows never change). That false
result nearly produced a wrong answer.

SCT 876 reference (verified 2026-08-24):

Acct	Name	Type	Sub	Control	Ctl# mand
2045	CASH SALES	ASSET	CA – Cash	REFERENCE	Yes
2211	PDI	ASSET	–	VIN_LAST_6	Yes
3042	ACCESSORIES DUE	LIABILITY	–	VEHICLE	Yes
4440	SLS PRE-DEL SRV-TOY	SALE	–	CUSTOM	No

Step 2 — Read Setup Fields → Cost Center Setup

/accounting/setupFields (camelCase — every other spelling silently lands on
chartOfAccounts/list). Click the Cost Center Setup tab (leaf ≈582,158), then click
the expand caret for Repair Order – Internal at ≈(720,260).

Caret hit-testing note: locating the caret by text and clicking x-140 did NOT work.
The reliable move was /screenshot + vision_analyze asking for caret coordinates,
then /mouse the returned point. Remove .ant-notification,[id*=pendo],[class*=pendo]
first — toast notifications from other users' ROs swallow the click.

SCT Repair Order – Internal list: 4403 Our Rental Discounts, 4403A LYFT,
Lyft Ride, Safecat 5450, RENTALS 8160, PDI - 2211, New Car Policy - 7111,
Used Car Policy - 7112, Service Dept Policy - 7113, Parts Dept Policy - 7115,

• View More (appears past 10 entries — always click it, the list is longer than it looks).

Step 3 — Read GL Account Transaction Mapping

/accounting/glaccountmapping/list → left-nav Fixed Operations → Services (3)
→ Services-Internal. Each accordion leaf is a LI/DIV — filter with
children.length<=1 and match on the exact label INCLUDING its count suffix
('Services (3)', 'Others (2)'). A strict children.length===0 filter returns [].

SCT Services-Internal (verified 2026-08-24):

03 - SERVICE          | All | Internal Pay | Transportation Policy | All | 7113 POLICY ADJUSTMENT-SVC
03 - SERVICE          | All | Internal Pay | Rental Due Bill       | All | 3042 ACCESSORIES DUE
03 - SERVICE          | All | Internal Pay | Sublet                | All | 4460 SUBLET
03 - SERVICE          | All | Internal Pay | PDI                   | All | 4440 SLS PRE-DEL SRV-TOY
03 - SERVICE          | All | Internal Pay | All                   | All | 4430 SLS CUS MECH MAINT LBR-TOY FLT   <-- catch-all
7 - Used Car Dept     | All | Internal Pay | Sublet                | All | 4460 SUBLET
7 - Used Car Dept     | All | Internal Pay | PDI                   | All | 4440 SLS PRE-DEL SRV-TOY
7 - Used Car Dept     | All | Internal Pay | All                   | All | 4430 SLS CUS MECH MAINT LBR-TOY FLT

There is a Service Type = All catch-all row per department. Any cost center with
no explicit row falls to 4430. That's usually the real answer to "why did it post
there" — not a broken mapping.

Step 4 — Answering "can I use account X as the hold?"

Mechanically Tekion will let you map an internal cost center to any ACTIVE GL account.
The judgment call is three checks — run all three before answering:

1. Sub-type. CA – Cash accounts (2045 CASH SALES) feed Bank Reconciliation.
   Routing internal RO charges there puts non-cash activity in a cash account and
   breaks the rec. This is a structural objection, not a style preference — say so.
2. Control type. Swapping VIN_LAST_6 (2211 PDI) for REFERENCE (2045) loses
   per-unit VIN tracking, and controlNumberMandatory is still true — you don't
   escape entering a control, you just enter a less useful one.
3. Is a hold even needed? If the credit side already points at a SALE-type
   account (4440), the revenue is already in P&L. "Skip the holding account" may mean
   the debit/offset should go to expense/COS, not that a hold account should become cash.

RESOLVED 2026-08-26 — the cost-center record carries NO GL account

Previously listed as a known gap. Settled by opening the dialog at BC (1251):
Setup Fields → Cost Center Setup → Repair Order – Internal → row kebab
([data-test-id*=optionMenuKebabIcon], right edge ≈x1201) → Edit. The modal
contains exactly three fields: Cost Center Name · Enable Control · Enable Control 2.
No GL account field, matching KB0010144.

Therefore: cost-center names like PDI 263A / Used Car INV 240 / Service Dept Policy 67D are labels only. ALL internal GL routing comes from the
Services-Internal mapping rows. The cost center controls only which control number
(VIN, stock#, etc.) is captured on the RO.

Kebab menu offers only Edit / Deactivate — there is no delete.

The Add dialog (icon-add-circle at ≈1203,260 on the section header) is identical:
title = the section name ("Repair Order - Internal"), fields = Cost Center Name* ·
Enable Control · Enable Control 2, buttons Cancel/Add. No Department field, no GL
field. Confirmed at BC 2026-08-26. So "set the account on the cost center" is not a
thing Tekion supports — the cost center is a control-number label only.

Likewise the Service Settings → Internal Pay Cost Center/Split grid has just two
columns (Cost Center · Split) — no Department column, so there is exactly ONE store-wide
default cost center, not one per department.

DEPARTMENTS exist — but they are NOT a cost-center or Services-mapping dimension

Joe will (correctly) push back if you say "there is no department." There IS one:
Setup Fields → GL Accounts Setup → Department (leaf ≈250,260). BC (1251) list:

U - UCD (Service)          P - PDI (Service)        F - Parts (Parts) [Default]
A - New Vehicle (Vehicle Sales) [Default]           E - Body Shop (Service)
B - Used Vehicle (Vehicle Sales)                    D - Service (Service) [Default]
X - Express Service (Service)                       O - Accounting Office (Business Office) [Default]

Row kebab (≈x601) → Edit → modal fields = Code · Label · Department Type ·
Set as Default. NO GL account field. So a Department is a tag, not a router.

Where Department IS usable as a mapping dimension: Others → Fixed Operations Other
(cols: item · Department · GL Account; e.g. Other supplies | D - Service | 61D,
Other supplies | F - Parts | 61F). The Department react-select there lists all 9 depts
incl. U - UCD (Service) — proof the dimension exists app-wide.

Where Department is NOT available: Services → Service - Internal at BC — that table
is Pay Type · Service Type · GL Account only, and the "Create GL Account Mapping Rule"
modal's first Rules dropdown offers ONLY Pay Type and Sale Type (Fixed Ops)
(verified scrollHeight = 2 items, not truncated). So BC internal service work cannot be
routed by department; it routes by Service Type, and BC has a Service Type literally
named "Used Car Department".

Department also appears as a read-only attribute column on Chart of Accounts
(/accounting/chartOfAccounts/list, 1,009 accounts at BC) — e.g. 460A→D - Service,
467→F - Parts. That is the account's own department tag, downstream of routing.

Journal-level routing is yet another layer: Journal Mapping
(/accounting/journalMapping/list, button top-right of GLAM). BC has
Repair Order - Internal | Workflow: Service + Pay Type: Internal Pay → 34 - INTERNALS.
Its rule dims are Workflow/Pay Type/Deal Type/OEM — again no Department.

The 3 levers for "change the default internal account for department X"

1. Credit/sale side — labor → GL Account Transaction Mapping → Fixed Operations →
   Services → Service - Internal. Add a row for that Service Type; otherwise it
   falls to the Pay Type = Internal Pay, Service Type = All catch-all.
2. Credit/sale side — parts → …→ Part & Accessories → PARTS - REPAIR ORDER.
   Separate table, separate catch-all. Changing labor does NOT move parts.
3. Default cost center on the RO → Service Settings (/service/settings/ro-settings)
   → left-nav Internal Pay → Cost Center / Split grid (default row + 100 split).
   Also holds "Set limit for Internal Pay on RO Level" and "Default Internal Labor Rate".

Always ask which of the three Joe means before touching anything.

BC / Blackstone Chevrolet Cadillac (1251) — verified 2026-08-26

Column set differs per store. SCT shows Department · Make · Pay Type · Service Type ·
Tax Status · GL Account. BC Service-Internal shows only Pay Type · Service Type ·
GL Account — no Department/Make columns at all, so BC cannot route by department;
it routes by Service Type.

Service - Internal (mapping id 6287af0bd20c290007476bf1):

Internal Pay | Sublet           | 466  - SUBLET REPAIRS
Internal Pay | Service Contract | 460B - SERVICE CONTRACTS CUSTOMER LABOR
Internal Pay | PDI              | 464  - NEW VEHICLE INSPECTION LABOR
Internal Pay | MPVI             | 460A - CUSTOMER LABOR - CARS & LIGHT DUTY TRUCKS
Internal Pay | All              | 463  - INTERNAL LABOR - MECHANICAL   <-- catch-all

PARTS - REPAIR ORDER (cols: Pay Type · Service Type · Source Code · Sale Type · GL):

Internal Pay | All            | All            | Repair Order | 481 - PARTS-INTERNAL  <-- catch-all
Internal Pay | All            | 500 - TIRES    | Repair Order | 490 - TIRES
Internal Pay | All            | 600 - GM TIRES | Repair Order | 490 - TIRES
Internal Pay | All            | 110 - BULK OIL | Repair Order | 491 - GAS, OIL & GREASE
Internal Pay | All            | 111 - ACCESSORIES | Repair Order | 484 - ACCESSORIES
Internal Pay | XPRESS SERVICE | (bulk oil/acc/tires rows) …
Internal Pay | XPRESS SERVICE | All            | Repair Order | 481 - PARTS-INTERNAL
Internal Pay | Sublet         | All            | Repair Order | 466 - SUBLET REPAIRS

BC Service Types (/ro/opcode tab rail = same list the mapping dropdown offers):
All · Sublet · Service Contract · PDI · Main Service · Maintenance Service ·
Service Interval Menu · XPRESS SERVICE · ACCESSORIES · MPVI · Used Car Department ·
Service Catalog · Service Menu · Cadillac Express Shop.

→ UCD ("Used Car Department") has NO explicit row on either table, so UCD internal
work currently posts labor to 463 and parts to 481 via the catch-alls.
Fix = add Internal Pay | Used Car Department | <acct> rows.

⚠️ Adding that row is only HALF the fix — verify opcode coverage first. Because BC
routes by Service Type, the new row only captures opcodes actually tagged to the
"Used Car Department" service type (62e806c31e9d980006b3e8ef). A 90-day census of
BC's UCD department (391 closed ROs) found only 6 of 27 opcodes tagged to it
(UCDETAIL/UCSAFETY/UCSMOG/UCEV/UCFRONTLINE/CERTSAFETY); the other 21 — ALIGN, 4ALIGN,
TIRE1/2/4, FBRAKE, RBRAKE, BELT, BALANCE, AGMBATTERY, CABIN, LOF6, CADTIRE1-4 — are
tagged to XPRESS SERVICE / Main Service / Maintenance Service and would silently keep
posting to 463/481. Most of them are ALSO used heavily outside UCD, so they can't just
be retagged. Run the census before promising Joe the mapping row "captures UCD" —
skill tekion-department-opcode-census.

BC Repair Order – Internal cost centers: 460L Lyft · PDI 263A · Chevy New Car INV 231 ·
Chevy New Truck INV 237 · Used Car INV 240 · Used Truck INV 241 · WeOwe/Due Bill 305 ·
New Car - Lot Damage (inactive) · Used Car Lot Damage (inactive) · Service Lot Damage ·
+View More (Advertising, Company Vehicle Parts 51F, Company Vehicle Service 51D, …).
BC Service Settings → Internal Pay default cost center = Service Dept Policy 67D,
split 100; Default Internal Labor Rate $219.00; RO-level internal limit $1.00.

Verified click-path (BC, :9223)

/accounting/glaccountmapping/list
  left-nav "Fixed Operations" @92,433  →  "Services (3)" @92,504
  main-panel accordion label "Service - Internal" @547,298   (expands read-only rows)
  pencil on that header row @1200,297  →  /glaccountmapping/<id>/edit?additional={"isCreateMode":false}
    edit grid: per-row Pay Type / Service Type / GL Account ant-v5-selects
      + per-row icon-add-circle @x1201 (adds a row below) and a delete icon
      Cancel @1105,689 · Confirm
  "Add" @1211,168 → modal "Create GL Account Mapping Rule"
      Name* + Rules: [dim] > [value], first Select offers ONLY
      "Pay Type" and "Sale Type (Fixed Ops)"; Cancel @795,538 / Continue

Left-nav coords shift once a section is expanded — re-read them each time; the
Part & Accessories leaf lands at ≈226,341 after Services collapses.

Screenshot note: :9223/screenshot -o file writes JSON {"screenshot":"<b64>"},
not a PNG. vision_analyze rejects it ("Only real image files are supported") —
base64-decode first.

KB references (via tekion-kb-search-scrape)

• KB0010144 — ACCOUNTING SETTINGS: Setup Fields – Cost Center Setup (the 4 categories, field-by-field)
• KB0025864 — how to add a cost center for a PDI
• KB0022812 — HOW TO: Add a New Repair Order – Internal in Setup Fields
• KB0018143 — add a cost center for billing an internal repair order
• KB0010432 — HOW TO: Close an RO – Internal Pay

Pitfalls

• Shared browser contention. :9223 is Joe's lane. Toast notifications for unrelated
  ROs ("Repair Order - 398391 …", other dealers) mean someone else is driving — for
  read-only accounting recon use :9225 and stop if you see the page navigate on its
  own. Note :9225 can be sitting on a different dealer — assert location.href AND the
  header store name before trusting any number.
• Silent redirects. Bad accounting URLs land on chartOfAccounts/list and LOOK
  successful. Always read back location.href after /navigate.
• In-page fetch with localStorage.t_token 500s "Token doesn't exist or is invalid"
  on /api/accounting/... — the app's axios interceptor adds headers a bare fetch can't
  replicate. Capture real headers via XHR hook and replay those.
• Cost-center dropdown on the RO itself (Manage Splits) is the third view of this data —
  it shows only cost centers valid for that pay type. Enumerate it by /mouse-clicking
  the .ant-select then reading visible .ant-select-dropdown innerText.

Joe's vocabulary + posture (2026-08-25)

• "the glam" = GL Account Mapping (Accounting → GL Account Transaction
  Mapping). When he says "I fixed the glam," he means the Services-Internal
  mapping rows — verify them, don't re-derive from cost-center names.
• He dislikes holding/suspense accounts and will propose skipping them
  ("I DON'T WANT a holding account, I want to setup cash sales as the hold").
  Correct response shape: say plainly whether it's mechanically possible (usually
  yes), then give the structural objection with the reason (2045 is CA – Cash
  → breaks Bank Rec; loses VIN_LAST_6 per-unit tracking; control# still
  mandatory so nothing is saved), then offer the clean alternative (if the credit
  is already a SALE account, the debit belongs in expense/COS, not cash).
  Don't just comply, and don't just refuse.
• Close with the known gap (debit binding: cost-center record vs mapping row)
  and ask which side he wants moved — debit/hold or credit/sale — before
  touching anything.

Session / auth note

~/.hermes/shared/tekion-session.py does not exist (it resolves under Jay's
profile home). Use:

cd /home/itadmin/tekion-auth && \
  /home/itadmin/.hermes/hermes-agent/venv/bin/python3.11 login.py --check

Bare login.py reuses a live session ("session ALIVE — reusing" → REUSED)
rather than re-logging in — safe to call before accounting recon.

Counter SALES ORDERS are a different table — don't diagnose them here

If the question is about a parts Sales Order / counter sale ("SO 331990 is hitting
retail sales"), the routing table is GLAM → Fixed Operations → Part & Accessories →
Parts-Counter, NOT Services-Internal and NOT cost centers. It keys on 6 dims
(Service Type · Source Code · Customer Tax Status · Sale Type (Fixed Ops) ·
Sales Subtype · Department) and the deciding dimension is usually Customer Tax
Status, read off the customer master taxable flag rather than the invoice's actual
tax. SCT's All/All/Taxable/Wholesale/All/All row points at 4740 SLS PRT COUNTER RTL-TOY (a retail account). Full method + traps → skill
tekion-parts-so-gl-account-routing.

SCT's Part & Accessories sub-tables: Parts-Customer Pay, Parts-Toyota Care,
Parts-Internal, Parts-Warranty, Online Parts Payments, Parts-Counter.
Parts on an RO use the first four; a counter SO uses Parts-Counter.

Related skills

• tekion-parts-so-gl-account-routing (counter Sales Order → GL account; Parts-Counter table)
• tekion-department-opcode-census (which opcodes a department actually uses, and
  whether a Service-Type mapping row will really capture them — run this BEFORE
  promising a GL change covers a department)
• tekion-sitemap (Accounting URL table + App Grid coords)
• tekion-journal-entry-error-diagnosis (when the JE actually errors)
• tekion-kb-search-scrape, persistent-browser-server