Search Charges

 

Use the Search Charges feature to find charges for your timesheet.

 

To search charges:

1. With your timesheet open, click Search Charge on the menu to open the Search By screen.

2. In the Search By screen, select one the following search types:

UDT 01— Represents the Account level of the charge structure and displays depending on Timesheet Class configuration settings.

UDT 02 — Represents the Project level of the charge structure and displays depending on Timesheet Class configuration settings.

Manufacturer Order — This option displays only if you have Costpoint Direct Lookup and it is configured to display.

If the number of charges available exceeds the maximum allowed to display, the Search Filter screen displays. After you successfully filter the charges, or if the number of charges doesn't exceed the maximum allowed, the search results display in Search Charges.

3. In the Search Charges screen, choose from the following menu options:

Click Select Charge to add the charge to your timesheet.

After you select a charge, the Add Charge screen opens if Quick Add is not selected in User Options or if the charge is incomplete or invalid.

Click Search to return to the Search Charges screen.

Click Change Sort to change the way charges are sorted.

 

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