Update Header Based on Line
If you create a transaction in the UI, the Department, Class, and Location values from the project you pick at the line level update the header fields. Any other fields are left blank. Only active values get updated.
If you create a transaction from other channels, the active project's Project Classification Department, Project Classification Class, and Project Classification Location update the header fields, but only if those fields are blank.
In Create mode, the last updated line of the transaction is copied to the header.
The Department, Class, and Location values at the header only update if they're empty.
No default values are pulled from other segments or what you enter manually.
If you select a project at the header, the header Department, Class, and Location values are replaced with active Project Classification Department, Project Classification Class, and Project Classification Location values of the project.
For more information about other channels, see CSV Imports, REST Web Services, and SOAP Web Services Traffic Health.