Selecting Default Values in a Transaction

The default values for Department, Class, and Location fields are set from the project, the line level, or left blank. The selection of these default values in a transaction is based on the following criteria:

Transaction

Channel

Navigation Path

Project Classification – Department, Class, and Location Values

Bill Credit

UI

Transactions > Payables > Enter Vendor Credits

Expense Sublist

  • Project

  • Blank

Item Sublist

  • Project

  • Item

  • Blank

Cash Sale

UI

Transactions > Sales > Enter Cash Sales

Item Sublist

  • Project

  • Item

  • Blank

Credit Memo

UI

Transactions > Customers > Issue Credit Memos

Item Sublist

  • Project

  • Item

  • Blank

Estimates

UI

Transactions > Sales > Prepare Estimates

Item Sublist

  • Project

  • Item

  • Blank

Expense Report

UI

Transactions > Employees > Enter Expense Reports

Expense Sublist (Administrator Role):

  • Project

  • Employee

  • Blank

Expense Sublist (Employee Center Role)

  • Project

  • Employee

  • Blank

Inventory Adjustment

UI

Transactions > Inventory > Adjust Inventory

Line Level – Department and Class:

  • Project

  • Item

  • Blank

Line Level – Location:

  • Project

  • Blank

Invoice

UI

Transactions > Sales > Create Invoices

Item Sublist

  • Project

  • Item

  • Blank

Journals

UI

Transactions > Financial > Make Journal Entries

Line Sublist

  • Project

  • Blank

Project Charges

Other (Web services)

  • Project

  • Item

  • Blank

Important:

When you create project charges from a project, default values should be set from the project, then the item, if Apply After Save is checked.

Purchase Order

UI

Transactions > Purchases > Enter Purchase Orders

Item Sublist (Administrator Role) – Department

  • Project

  • Employee

  • Item

  • Blank

Item Sublist (Administrator Role) – Class and Location

  • Project

  • Item

  • Blank

Expense Sublist (Administrator Role)

  • Project

  • Blank

Item Sublist (Employee Center Role) – Department

  • Project

  • Employee

  • Item

  • Blank

Item Sublist (Employee Center Role) – Class and Location

  • Project

  • Item

  • Blank

Expense Sublist (Employee Center Role)

  • Project

  • Employee

  • Blank

Revenue Arrangement

Other (CSV file or web services)

  • Project

  • Item

  • Blank

Sales Order

UI

Transactions > Sales > Enter Sales Orders

Item Sublist

  • Project

  • Item

  • Blank

Time Entry

UI

Transactions > Employees > Track Time

Expense Sublist

  • Project

  • Employee

  • Blank

Vendor Bill

UI

Transactions > Payables > Enter Bills

Expense Sublist

  • Project

  • Blank

Item Sublist

  • Project

  • Item

  • Blank

Weekly Timesheet

UI

Transactions > Employees > Weekly Timesheet

Expense Sublist

  • Project

  • Employee

  • Blank

Write Check

UI

Transactions > Bank > Write Checks

Expense Sublist

  • Project

  • Blank

Item Sublist

  • Project

  • Item

  • Blank

Note:

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

General Notices