Enter a 50-character, uppercase alphanumeric UDT01 code. Each code must be unique.
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Note: The number of characters you enter cannot exceed the size that you set up in the Configuration screen for UDT01. |
Enter a 50-character, uppercase alphanumeric UDT01 code. Each code must be unique.
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Note: The number of characters you enter cannot exceed the size that you set up in the Configuration screen for UDT01. |
Enter up to 120 characters for a UDT01 description. You should make descriptions as short as possible and properly capitalize them because they are used in drop-down boxes and as column headings for reports and inquiries.
Enter a unique abbreviation for your account. It can be up to 20 characters. If, in the General Configuration screen, you have configured the system to use abbreviations, this field is optional. If you do not enter an abbreviation here and you try to save a record, you will get a warning that says: "Account abbreviations are turned on and you have not supplied an abbreviation."
Use the drop-down box to select a UDT01 type. The available UDT01 types depend on what you set up in the UDT01 Types screen in the General Setup menu. The default type will be the UDT01 Type Code selected in the Defaults group box of the General Options tab of the General Configuration screen.
Select the type of date edit you wish to use with starting and ending dates for this UDT01. The options are "Hard Edit," "Soft Edit," and "No Edit." The default value will be the Date Edit you selected in the General Options tab of the General Configuration screen.
Select this checkbox if the UDT01 is active. The default value for this checkbox is checked.
Select this checkbox if the UDT01 should allow charging. The default value for this checkbox is checked.
If your system is configured for the line level approval feature, select this checkbox if this UDT01 needs to be approved at the line level. Please see the "Line Level Approval" section in the Getting Started guide for more information.
If both Time and Expense are not configured for line level approval (Line Level Approval in the Miscellanous tab is set to "Disabled"), this checkbox will be disabled. If Line Level Approval is turned on, the default value will be unchecked.
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Note: To enable the line level approval feature, select either "Required" or "Optional" for Line Level Approval in the Miscellaneous tab of the Time Configuration screen or the Expense Configuration screen. |
Use the Calendar Lookup to the right of the field to select the start date of the UDT01. You can edit this field at any time. Employees will not be able to charge time before the start date.
Use the Calendar Lookup to the right of the field to select the end date of the UDT01. You can edit this field at any time. Employees will not be able to charge time after the end date.
Use the Calendar Lookup to the right of the field to select the date the UDT01 became inactive. This field will be enabled only if you have not selected the Active checkbox.
Select this checkbox if a UDT07 is required for the UDT01. This option will not be available if you did not select the Use checkbox for UDT07 in the UDT Options tab of the General Configuration screen or if you did not link UDT01s and UDT07s in the UDT Options tab. The UDT07 Links checkbox will be available if you select this checkbox. The default value for this checkbox is unchecked.
Select this checkbox to link UDT02s to this UDT01. The UDT02 Links tab will be available only if you select this checkbox. This checkbox will not be available if you have not selected the Use checkbox for UDT02 in the UDT Options tab of the General Configuration screen or if you did not link UDT01s and UDT02s in the UDT Options tab. If you select this checkbox and link one or more direct UDT02s to the UDT01, and then deselect the checkbox, the direct UDT02 links will be deleted. The default value for this checkbox is unchecked.
Select this checkbox to link UDT07s to this UDT01. The UDT07 Links tab will be available only if you select this checkbox. This checkbox will not be available if you have not selected the Use checkbox for UDT07 in the UDT Options tab of the General Configuration screen, if you did not link UDT01s with UDT07s in the UDT Options tab, or if the UDT07 Required checkbox is not selected. If you select this checkbox and link one or more direct UDT07s to the UDT01, and then deselect the checkbox, the direct UDT07 links will be deleted. The default value for this checkbox is unchecked.
Select this checkbox to link UDT09s to this UDT01. The UDT09 Links tab will be available only if you select this checkbox. This checkbox will not be available if you have not selected the Use checkbox for UDT09 in the UDT Options tab of the General Configuration screen or if you did not link UDT01s with UDT09s in the UDT Options tab. If you select this checkbox and link one or more direct UDT09s to the UDT01, and then deselect the checkbox, the direct UDT09 links will be deleted. The default value for this checkbox is unchecked.
If this field is being used, enter up to a 20-character code.
If this field is being used, enter up to a 20-character code.
If this field is being used, enter up to a 20-character code.
If this field is being used, use the Calendar Lookup to the right of the field to enter a date.
If this field is being used, use the Calendar Lookup to the right of the field to enter a date.
If this field is being used, use the Calendar Lookup to the right of the field to enter a date.
You define the dynamic labels for these six fields in the Miscellaneous tab of the General Configuration screen. If you do not define labels for these fields, they will be disabled here with a label of "N/A." The following labels represent the data found in the “sample” database.
