Costpoint Online Help

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UDT04S

Use this screen to maintain UDT04 records in stand-alone Time & Expense installations, or in co-deployed installations, to view data that populates from directly from Costpoint.

When Time & Expense is co-deployed with Costpoint, the fields on this screen populate directly from Costpoint and are display-only. Note also that records cannot be added, copied, or deleted. Depending on how your company uses UDT04, records and field values can be modified from one of the following Costpoint screens:
  • Routings > Work Centers > Manage Work Centers
  • Accounting > General Ledger > Reference Numbers > Manage Reference Elements

UDT04 is used for the Reference 1 field. You use it only if employees need to change their Reference 1 code in the system or if reports using Reference 1 code are required.

Location

The UDT04S screen is located in the Configuration module.

To display the screen, complete the following steps:

  1. Click Time & Expense > Configuration > Master Data > UDT04S.

Contents

Screen Fields

If your version of Time & Expense is co-deployed with Costpoint, the fields described below are display-only.

Field Description
UDT04 Enter a 20-character, uppercase alphanumeric UDT04 code. Each code must be unique. 

Note: The number of characters you enter cannot exceed the size that was set up in the UDT Labels subtask of the General Settings screen.
Description Enter up to 30 characters for a UDT07 description. You should make descriptions as short as possible and properly capitalize them because they are used in drop-downs, Lookups, and as column headings for reports and inquiries.

Note: The number of characters you enter cannot exceed the size that was set up in the UDT Labels subtask of the General Settings screen.
Costpoint Company Click to select a Costpoint company. This lookup is enabled only if you selected the Costpoint Multicompany check box in the Miscellaneous tab of the General Settings screen. See the Concept Topic: Costpoint Multicompany for details on this feature.

If the lookup is enabled, select the Costpoint Company name that you wish to associate with this UDT04. If you are working on a new UDT04, the first Costpoint company in the list is the default value. If Costpoint Multicompany is turned on and you are searching existing records, the first value to search on will be Costpoint Company.

Company Name This field displays the name of the selected Costpoint company.
Rate Enter the rate you wish to associate with this UDT04 code. The range is -99999999.99999 to 99999999.99999.

If you want the labor amount for timesheet lines containing a UDT04 code to be multiplied by a rate associated with that UDT04 code when the timesheet is exported, do the following:

  • On the Export Options tab of the Time Settings screen, make sure None is selected in ASCII Layout under Labor Distribution.
  • In the Manage UDT04S screen, enter the rate.
Active Select this check box if the UDT04 is active. 

Note: You cannot delete a UDT04 code that is being used on a timesheet line or expense report.