Add Charge Code Dialog Box

Use the Add Charge Branch dialog box to add charge codes.

Location

To display the form, complete the following step:

From the Configuration menu, click Master Data > Maintain Charge Tree > Add Charge Code.

Contents

Dialog Box Fields

Field Description
Add Charge

Click Add Charge Code to add a charge to the charge branch.

Note: The Add Charge Code function will not be available if rows are selected or you have not drilled down into a branch level.
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

This drop-down list 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 General Configuration screen. Establish UDT06 and UDT07 usage in the UDT Options tab of the General Configurations 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 General Configuration 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. After clicking OK , you can select this charge from the table to access the Restrictions tab. In the Restrictions tab, 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
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 an 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 select the OK button.

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 select the OK button.

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 UDT10  or enter a value.

UDT11

Click to the right of the field to select a UDT11  or enter a value.

UDT12

Click to the right of the field to select a UDT12  or enter a value.

UDT13

Click to the right of the field to select a UDT13  or enter a value.

UDT14

Click to the right of the field to select a UDT14  or enter a value.

UDT15

Click to the right of the field to select a UDT15  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 and Expense with Employee Self Service, 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 and Expense with Employee Self Service. Nothing is done with these hours beyond storing them in the database.