Add Charge Code Subtask

Use the Add Charge Code subtask to add charge codes.

Location

To display the form, complete the following step:

1. Click Time & Expense > Configuration > Master Data > Maintain Charge Tree > Add Charge Code.

Contents

Subtask Fields

Field	Description
Charge Tree Code	This non-editable field displays the charge tree code to which charges are being added.
Branch Code	This non-editable field displays the charge branch code to which charges are being added.
Charge Code	This non-editable field displays a concatenation of all user-defined table IDs selected in this dialog.   If you are linking UDT02 and UDT01, the UDT02 ID will be the first user-defined table ID in the charge code. The UDT01 ID will follow the UDT02 ID. After that, the other user-defined table IDs will be included in numeric order, i.e., UDT03, UDT04, etc. If you are not linking UDT02 and UDT01, the charge code will be concatenated in numeric order starting with the UDT01 ID. Note: Each tree, branch and code combination must be unique.
Override Description	You can override the description of the Charge by entering a value in this field. If the employee does a Lookup in Deltek Time or Deltek Expense, the Charge/Branch Description will display the value that you enter here. This field will also be shown on the Charge Branch/Charge table in the Description field.
Costpoint Company	The displays only if you have configured your system to use the Costpoint multicompany feature and you are using either UDT06 or UDT07, or both. Select the Costpoint company that you want to associate with the UDT06/UDT07. All Costpoint companies set up in your system are available for selection. None is the default. You can configure your system to use Costpoint multicompany by selecting the appropriate check box in the Miscellaneous tab of the Configure General Settings screen. Establish UDT06 and UDT07 usage in the UDT Options tab of the Configure General Settings screen. If you use Lookup in the UDT06 or UDT07 fields, the values that display are those associated with the Costpoint Company you select. If you accept the default None (you do not select a Costpoint company), the UDT06 and UDT07 fields will be disabled. The order in which the following user-defined fields display depends on the settings you established in the Configure General Settings screen.
Active Flag	Select this check box if the charge should be active in the system. The default value is selected.
Restrict Access	Select this check box to restrict access to the charge. In the Charge Restrictions subtask, you specify which employees can have access to this charge. Note: If you do not select this check box, the charge will be available.
Require Comment	Select this check box if a comment is required by the employee when using this charge code.
UDT01	Click to the right of the field to select an UDT01 or enter a value.
UDT02	Click  to the right of the field to select a UDT02 or enter a value. If you are linking a UDT02 and an UDT01, you must supply one of them in this screen.  If you do not supply one, the system will display the following error message: "Both Project and Account cannot be blank." If you are not linking UDT02 and UDT01, you must enter an UDT01 value in this screen. If you do not supply a UDT01, the system will display the following error message: Account required. This application does not perform link validations. If you are linking a UDT02 and an UDT01, be sure that the UDT02 and/or UDT01 is valid.
UDT03	Click  to the right of the field to select a UDT03 or enter a value.
UDT04	Click  to the right of the field to select a UDT04 or enter a value.
UDT05	Click to the right of the field to select a UDT05 or enter a value.
UDT06	Click to the right of the field to select a UDT06 or enter a value. If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT06s assigned to the selected company will display in Lookup. If you enter a UDT06 manually, it must be a UDT06 for the selected company, or you will receive an error when you click Apply.
UDT07	Click to the right of the field to select a UDT07 or enter a value. If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT07s assigned to the selected company will display in Lookup. If you enter a UDT07 manually, it must be a UDT07 for the selected company, or you will receive an error when you click Apply.
UDT08	Click to the right of the field to select a UDT08  or enter a value.
UDT09	Click to the right of the field to select an UDT09 or enter a value.
UDT10	Click to the right of the field to select a UDT010  or enter a value.
UDT11	Click to the right of the field to select a UDT011  or enter a value.
UDT12	Click to the right of the field to select a UDT012  or enter a value.
UDT13	Click to the right of the field to select a UDT013  or enter a value.
UDT14	Click to the right of the field to select a UDT014  or enter a value.
UDT15	Click to the right of the field to select a UDT015  or enter a value.
Budgeted Hours	Use this optional field to update the hours budgeted for this project. The field provides a convenient way for you to update hours directly from Deltek Time & Expense, rather than from an SQL script. The hours you enter here display in the Budgeted Hours column at the far right side of the Charge Trees table.  Your updated hours are saved to the database, along with the other charge-related data. The sole purpose of this field is to enable you to update the Budgeted Hours field from Deltek Time & Expense. Nothing is done with these hours beyond storing them in the database.
Apply	Click Apply to save your changes.