Costpoint Online Help

Using the Help Search

Air/Rail Details Tab

Use the Details Tab to enter details about the transportation expense.

Screen Fields

Field	Description
Location	The Location field only displays if the Expense Report Type and Expense Type track multiple locations. Select the location from the drop-down list to which you are applying this portion of your car rental. When you select a location, Start Date, End Date and Comments (if you added any for the location) default.
Expense Date	To select a date for this expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you select automatically populates the Expense Date field. This field is required regardless of the Expense Type selected and is non-editable for outstanding expenses.
Provider	Use the drop-down box to select the provider used for this transportation expense. This field displays only if the Provider checkbox is selected in the Required Fields group box in the Input Options tab of the Expense Types screen.
Short Description	This field defaults a description of the expense type. It is used in the Description field of the AP Voucher and the information displayed in the field is determined by the configuration of the expense type. This field is non-editable and displays regardless of the expense type selected.
Itinerary	Enter your itinerary in this field (e.g., "Washington, DC to Dallas, TX" or "Washington, DC /Dallas TX/San Francisco, CA"). This field is required regardless of the expense type selected, and displays only if the Itinerary check box is selected for this expense type in the Required Fields group box in the Input Options tab on the Expense Types screen.
Comments	Use this optional field to enter any comments regarding this expense. This field is non-editable if the expense is an outstanding expense and the Comments have already been entered.
Ticket Number	Enter the ticket number that was used for this transportation expense. This field displays only if the Ticket Number check box is selected for this expense type in the Input Options tab of the Expense Types screen.
User Defined #1	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #2	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #3	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
Departure Date	To select the departure date for this transportation expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." This field is required regardless of the expense type selected.
Return Date	To select the return date for this transportation expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the left and the next month on the right. Click the arrows at the top of the calendar to navigate to a different month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." This field is required regardless of the expense type selected.
Exit	In Wizard mode, click this to discontinue entering the current expense and return to the Expenses tab without saving your changes.
Back	In Wizard mode, click this to return to the previous page.
Continue	In Wizard mode, click this to proceed to next page. You may receive validation error messages before the Wizard can proceed.

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Air/Rail Details Tab

Use the Details Tab to enter details about the transportation expense.

Screen Fields

Field	Description
Location	The Location field only displays if the Expense Report Type and Expense Type track multiple locations. Select the location from the drop-down list to which you are applying this portion of your car rental. When you select a location, Start Date, End Date and Comments (if you added any for the location) default.
Expense Date	To select a date for this expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you select automatically populates the Expense Date field. This field is required regardless of the Expense Type selected and is non-editable for outstanding expenses.
Provider	Use the drop-down box to select the provider used for this transportation expense. This field displays only if the Provider checkbox is selected in the Required Fields group box in the Input Options tab of the Expense Types screen.
Short Description	This field defaults a description of the expense type. It is used in the Description field of the AP Voucher and the information displayed in the field is determined by the configuration of the expense type. This field is non-editable and displays regardless of the expense type selected.
Itinerary	Enter your itinerary in this field (e.g., "Washington, DC to Dallas, TX" or "Washington, DC /Dallas TX/San Francisco, CA"). This field is required regardless of the expense type selected, and displays only if the Itinerary check box is selected for this expense type in the Required Fields group box in the Input Options tab on the Expense Types screen.
Comments	Use this optional field to enter any comments regarding this expense. This field is non-editable if the expense is an outstanding expense and the Comments have already been entered.
Ticket Number	Enter the ticket number that was used for this transportation expense. This field displays only if the Ticket Number check box is selected for this expense type in the Input Options tab of the Expense Types screen.
User Defined #1	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #2	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #3	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
Departure Date	To select the departure date for this transportation expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." This field is required regardless of the expense type selected.
Return Date	To select the return date for this transportation expense, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the left and the next month on the right. Click the arrows at the top of the calendar to navigate to a different month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." This field is required regardless of the expense type selected.
Exit	In Wizard mode, click this to discontinue entering the current expense and return to the Expenses tab without saving your changes.
Back	In Wizard mode, click this to return to the previous page.
Continue	In Wizard mode, click this to proceed to next page. You may receive validation error messages before the Wizard can proceed.