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.
The Charge Allocation tab displays information regarding how the expense will be allocated. 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.
|
| Charge Type
|
This column displays the charge type that was selected in the Background section of the Expense Authorization screen. This field is non-editable.
|
| Charge
|
This column displays the charge (either UDT 01 or UDT 02) that was selected in the Background section of the Expense Authorization screen. This field is non-editable.
|
| Description
|
This column displays the description associated with the default charge ID. This field is non-editable.
|
| Default UDT 09
|
This column displays the UDT 09 (Organization) that was selected in the Background section of the expense authorization wizard. This field is non-editable.
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 in the Background section of the 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%.
|
| Back
|
This button only displays in Add mode. Click
Back to return to the Details tab.
|
| Cancel
|
This button only displays in Add mode. Click
Cancel to exit and return to the Planned Expense(s) screen.
|
| Save
|
This button only displays in Add mode. Click
Save to update the database with your changes. If any modifications do not clear validations, the Errors/Warnings screen displays. Errors must be corrected, but warnings can be bypassed.
|
| Reset
|
This button only displays in Edit mode. Click
Reset to clear any modifications you have made without saving them.
|
| Update
|
This button only displays in Edit mode. Click
Update to update the database with changes you have made. If any modifications do not clear validations, the Error/Warnings screen displays. Errors must be corrected, but warnings can be bypassed.
|
| Close
|
This button only displays in View mode. Click
Close to exit and return to the Planned Expense(s) screen.
|
