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