UDT04S
Use this screen to maintain UDT04 records in stand-alone Time & Expense installations, or in co-deployed installations, to view data that populates from directly from Costpoint.
UDT04 is used for the Reference 1 field. You use it only if employees need to change their Reference 1 code in the system or if reports using Reference 1 code are required.
Location
The UDT04S screen is located in the Configuration module.
To display the screen, complete the following steps:
- Click .
Contents
Screen Fields
If your version of Time & Expense is co-deployed with Costpoint, the fields described below are display-only.
Field | Description |
---|---|
UDT04 | Enter a 20-character, uppercase alphanumeric UDT04 code. Each code must be unique.
Note: The number of characters you enter cannot exceed the size that was set up in the
UDT Labels subtask of the
General Settings screen.
|
Description | Enter up to 30 characters for a UDT07 description. You should make descriptions as short as possible and properly capitalize them because they are used in drop-downs, Lookups, and as column headings for reports and inquiries.
Note: The number of characters you enter cannot exceed the size that was set up in the
UDT Labels subtask of the
General Settings screen.
|
Costpoint Company | Click
to select a Costpoint company. This lookup is enabled only if you selected the
Costpoint Multicompany check box in the
Miscellaneous tab of the
General Settings screen. See the Concept Topic: Costpoint Multicompany for details on this feature.
If the lookup is enabled, select the Costpoint Company name that you wish to associate with this UDT04. If you are working on a new UDT04, the first Costpoint company in the list is the default value. If Costpoint Multicompany is turned on and you are searching existing records, the first value to search on will be Costpoint Company. |
Company Name | This field displays the name of the selected Costpoint company. |
Rate | Enter the rate you wish to associate with this UDT04 code. The range is
-99999999.99999 to
99999999.99999.
If you want the labor amount for timesheet lines containing a UDT04 code to be multiplied by a rate associated with that UDT04 code when the timesheet is exported, do the following:
|
Active | Select this check box if the
UDT04 is active.
Note: You cannot delete a UDT04 code that is being used on a timesheet line or expense report.
|