Selecting Default Values in a Transaction

The default values of the Department, Class, and Location fields can be taken by the Project selected, the line level, or can be set to blank. The selection of these default values in a transaction is based on the following criteria:

Transaction	Channel	Navigation Path	Project Classification Department, Project Classification Class, and Project Classification Location values
Bill Credit	UI	Transactions > Payables > Enter Vendor Credits	Expense Sublist's Fields: Project Blank Item Sublist's Fields: Project Item Blank
Cash Sale	UI	Transactions > Sales > Enter Cash Sales	Item Sublist's Fields: Project Item Blank
Credit Memo	UI	Transactions > Customers > Issue Credit Memos	Item Sublist's Fields: Project Item Blank
Estimates	UI	Transactions > Sales > Prepare Estimates	Item Sublist's Fields: Project Item Blank
Expense Report	UI	Transactions > Employees > Enter Expense Reports	Expense Sublist's Fields (Administrator Role): Project Employee Blank Expense Sublist's Fields (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's Fields: Project Item Blank
Journals	UI	Transactions > Financial > Make Journal Entries	Line Sublist's Fields: Project Blank
Project Charges	Other (Web services)	–	Project Item Blank Important: Creation of Project Charges from project should take default values from Project then Item if Apply After Save is checked.
Purchase Order	UI	Transactions > Purchases > Enter Purchase Orders	Item Sublist's Fields (Administrator Role) - Department: Project Employee Item Blank Item Sublist's Fields (Administrator Role) - Class and Location: Project Item Blank Expense Sublist's Fields (Administrator Role): Project Blank Item Sublist's Fields (Employee Center Role) - Department: Project Employee Item Blank Item Sublist's Fields (Employee Center Role) - Class and Location: Project Item Blank Expense Sublist's Fields (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's Fields: Project Item Blank
Time Entry	UI	Transactions > Employees > Track Time	Expense Sublist's Fields: Project Employee Blank
Vendor Bill	UI	Transactions > Payables > Enter Bills	Expense Sublist's Fields: Project Blank Item Sublist's Fields: Project Item Blank
Weekly Timesheet	UI	Transactions > Employees > Weekly Timesheet	Expense Sublist's Fields: Project Employee Blank
Write Check	UI	Transactions > Bank > Write Checks	Expense Sublist's Fields: Project Blank Item Sublist's Fields: 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