Add a Material Entry

Depending on your role in WorkBook, you can add material entries in Cost Entry. Alternatively, you can add material entries in Time & Expense.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in the Employee Cross-Company submodule under Settings.

To add a material entry:

  1. On the main toolbar, click Finance & Administration .
  2. In the left navigation pane, click Cost Entry > Material Entry.
  3. On the grid toolbar, click Add Material Entry .
  4. On the Material Details tab of the Material Entry pane, enter the required information.
  5. To add an approver, click the Material Approvers tab of the Material Entry pane and click Add Approver on the pane toolbar.
  6. To start a conversation about the material entry, click the Material Conversation tab of the Material Entry pane.