UDT01S
Use this screen to maintain UDT01 records in stand-alone Time & Expense installations, or in co-deployed installations, to view data that populates from directly from Costpoint.
When Time & Expense is co-deployed with Costpoint, the majority of fields on this screen populate directly from Costpoint > Accounting > General Ledger > Accounts > Manage Accounts and are display-only. Note also that UDT01 records cannot be added, copied, or deleted.
Overview
The UDT01 table is one of the most important user-defined tables in the system. Use UDT01 s for General Ledger numbers or for UDT02/job numbers. Common configurations either use the UDT01 as the prime charge number by itself or as a sub number linked with UDT02 s. When you use UDT01 with UDT02, you can configure the system to always require a UDT02/UDT01 combination or to sometimes allow the UDT01 by itself.
Other Information of Note
Note the following aspects of UDT01:
- This user-defined table is the account number.
- You cannot delete (stand-alone only) a UDT01 that is being used on a timesheet line.
- The records that display depend on how your security role and functional role are set up.
Related Topics:
You access the UDT01S screen from the Time & Expense domain.
Use these fields to enter, view, or update basic information about UDT01.
Use the Supervisors subtask of the Manage UDT01 screen to view supervisors for the selected UDT01 in supervisor name order.
UDT02 Direct and Wildcard Links Subtasks
Use the UDT02 Direct Links and UDT02 Wildcard Links subtasks of the Manage UDT01S to manage UDT02 links.
UDT07 Direct and Wildcard Links Subtasks
In stand-alone installations of Time & Expense, use the UDT07 Direct and Wildcard Links subtasks of the UDT01S screen to add and/or delete UDT07 links in stand-alone installations of Time & Expense.
UDT09 Direct and Wildcard Links Subtasks
Use the UDT09 Direct and Wildcard Links subtasks of the Manage UDT01S screen to add and/or delete UDT09 links.