Update Header Based on Line

For a transaction that is created through the UI:

• the Department, Class, and Location values of the project selected at the line level are updated to the corresponding values at the header.

• the remaining fields are set to blank.

Note that only active values are updated.

For a transaction that is created from other channels, the active project's Project Classification Department, Project Classification Class, and Project Classification Location values are updated at the header if the respective fields at the header are blank. The last updated line of the transaction is updated to the header in the Create mode. The Department, Class, and Location values at the header will only get updated if these values are empty in the header. No default values will be taken from other segments or user input values. If project is at header, the header Department, Class, and Location values are overridden with active Project Classification Department, Project Classification Class, and Project Classification Location values of the project.

Note:

For more information about the other channels, see CSV Imports, REST Web Services, and SOAP Web Services Traffic Health.

Related Topics

• Installing the Project Classification SuiteApp
• Prerequisites for Installing Project Classification SuiteApp
• Roles and Permissions
• Transactions in Project Classification SuiteApp
• Supported Languages in Project Classification SuiteApp
• Project Classification SuiteApp Limitations

General Notices