Costpoint Online Help

Using the Help Search
Using the Help Search
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Charge Allocation Tab

The Charge Allocation tab displays information regarding how the expense will be allocated.

When you add or edit planned expenses, the charge information you are required to enter may vary based on the type of expense you are entering.

You can change the percentage or the amount that is allocated for each expense.

Screen Fields

Field Description
ID

The ID is a numerical number that identifies the charge allocation. This field is non-editable.

Expense Charge Type

Click to select the expense charge type.

Charge

This column displays the charge (either UDT 01 or UDT 02) Click to select a charge.

Project

This column displays the project Click to select a project .

.Description

This column displays the description associated with the default charge ID. This field is non-editable.

Account

Click to select the account.

Default UDT 09

Click to select the organization (UDT09).

The Default UDT09 Name column displays only if Allow Org Entry is selected on the Expense Configuration screen.

Default Allocation %

This column displays the allocation percentage that was allotted to this charge Manage Expense Authorization screen. This field is non-editable.

Override Allocation %

This column is used to override the Default Allocation %. All charge allocation percentages must total to 100.00%.

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.

Save Expense

In Wizard mode, click this button to save the expense and return to the Expenses tab, where you can continue adding expenses before submitting the authorization.