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
Item Sublist
|
Cash Sale |
UI |
Transactions > Sales > Enter Cash Sales |
Item Sublist
|
Credit Memo |
UI |
Transactions > Customers > Issue Credit Memos |
Item Sublist
|
Estimates |
UI |
Transactions > Sales > Prepare Estimates |
Item Sublist
|
Expense Report |
UI |
Transactions > Employees > Enter Expense Reports |
Expense Sublist (Administrator Role):
Expense Sublist (Employee Center Role)
|
Inventory Adjustment |
UI |
Transactions > Inventory > Adjust Inventory |
Line Level – Department and Class:
Line Level – Location:
|
Invoice |
UI |
Transactions > Sales > Create Invoices |
Item Sublist
|
Journals |
UI |
Transactions > Financial > Make Journal Entries |
Line Sublist
|
Project Charges |
Other (Web services) |
– |
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
Item Sublist (Administrator Role) – Class and Location
Expense Sublist (Administrator Role)
Item Sublist (Employee Center Role) – Department
Item Sublist (Employee Center Role) – Class and Location
Expense Sublist (Employee Center Role)
|
Revenue Arrangement |
Other (CSV file or web services) |
– |
|
Sales Order |
UI |
Transactions > Sales > Enter Sales Orders |
Item Sublist
|
Time Entry |
UI |
Transactions > Employees > Track Time |
Expense Sublist
|
Vendor Bill |
UI |
Transactions > Payables > Enter Bills |
Expense Sublist
Item Sublist
|
Weekly Timesheet |
UI |
Transactions > Employees > Weekly Timesheet |
Expense Sublist
|
Write Check |
UI |
Transactions > Bank > Write Checks |
Expense Sublist
Item Sublist
|
For more information about the other channels, see CSV Imports, REST Web Services, and SOAP Web Services Traffic Health.