1. Projects
  2. Project Management
  3. Project Classification
  4. Working with the Project Classification SuiteApp
  5. Selecting Default Values in a Transaction

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