Default Charge(s) Tab

Use the Default Charge(s) tab of the Background section to enter the specific charges to which the expense estimates will default.

Enter as many charge allocations as necessary and set up the default allocation percentage for each allocation.

Note: Set up all charge allocations for the entire expense authorization at this time. The user can change the default percentages when entering individual expense estimates.

Screen Fields

Field	Description
Add Charge	Click Add Charge to add a default charge allocation to the Default Charges grid. If this expense report is attached to an expense authorization, Add Charge Allocation is available only if your system administrator has selected Add Charges to ER when Created from EA in Expense Report Types.
Delete Charge	To remove a charge from the grid, select the check box next to the left of the charge allocation you want to delete and click Delete Charge Allocation.
Add to Favorites	To add the charge to your favorites, select the check box next to the row you want to add and click Add to Favorites.
ID	This is a numeric number that identifies each expense estimate. It is a hyperlink that you can click on to be taken to the details of the estimate, where you can view it or make changes.
Charge Type	From the Charge Type drop-down list, select the charge type you want to use for this expense. The valid values are UDT01 and UDT02.
Charge	Click to select a valid charge or charges that will be used for this expense report. (If your system is set up to provide direct access to a Costpoint database for charge lookups, see Charge Lookup Using Direct Costpoint Access to learn more about selecting charges.)
Description	The description of the charge displays in this non-editable field.
UDT 09	The UDT09 value displays automatically if only one valid value is available for the selected charge. If more than one value is available, use Lookup to select a valid UDT09 for this expense report. Note: The UDT09 Name column displays only if the Allow Org Entry check box is selected on the Expense Configuration screen.
Percentage	Enter the allocation percentage that will be the default for this charge. The total percentage for all allocations must be 100%. Use the up and down arrows to adjust the percentage.
Cancel	This button displays in the Create mode. Click Cancel to exit Create mode and return to the Expense Authorization welcome screen.
Back	This button displays in the Create mode. Click Back to return to the Location(s) tab.
Create	This button displays in the Create mode. After you have finished entering the default charge information, click Create to create the expense authorization. After you click Create, the screen refreshes and the following sections display: Header Area — This area displays portions of the information you just completed on the Purpose tab and other information that is automatically generated. Background — The Background section contains the three tabs you just completed: Purpose, Location(s), and Default Charge(s). Planned Expenses — Select the Planned Expenses section to add the individual expenses that will be charged against the expense authorization. Supporting Schedules — After you initially create the expense authorization, the Supporting Schedules section displays information such as the default charge allocation. Workflow Status — The Workflow section of the expense report form displays all the tasks that are required or optional for the expense report. These include tasks for creating and submitting the expense report.
Reset	This button only displays in the Edit mode. Click Reset to clear any modifications you have made without saving them.
Update	This button only displays in the Edit mode. Click Update to save the changes you have made.