Default Charges Tab
Use the Default Charges tab to enter the specific charges to which the expense estimates will default.
Enter as many charge allocations as necessary and set up the default allocation percentage for each allocation.
If you are entering a correcting expense report, your expense class or functional role (for example, supervisor) may be limited to modifying active charges only. When this is the case, Deltek Expense does not allow you to adjust the allocation percentage on inactive charges. Additionally, an expense report must contain at least one active charge for you to correct it.
Screen Fields
| Field | Description |
|---|---|
| Add Charge |
Click Add Charge to add a default charge allocation to the Default Charges table. If this expense report is attached to an expense authorization, Add Charge Allocation is available only if your system administrator has selected Add Charges to ER when Created from EA in Expense Report Types. |
| Delete |
To remove a charge you added to the table, select the row that contains the charge and click Delete. |
| Add to Favorites |
Click this button to add the charge to your favorites. |
| ID |
This number identifies each charge. It identifies each expense estimate. It is a hyperlink that you can click on to be taken to the details of the estimate, where you can view it or make changes. |
| Charge Type |
From the Charge Type drop-down list select the charge type you want to use for this expense. The valid values are UDT01 and UDT02. |
| Charge |
Click
In the Charge Lookup dialog box, click Select to add the charge to the Default Charges table of the expense report. |
| Description |
The description of the charge displays in this non-editable field. |
| TE Organization |
The UDT09 value displays automatically if only one valid value is available for the selected charge. If more than one value is available, use
Note: The UDT09 Name column displays only if the
Allow Org Entry in General Wizard check box is selected on the Expense Configuration screen.
|
| Default Allocation% |
Enter the allocation percentage that will be the default for this charge. The total percentage for all allocations must total to 100%. Use the up and down arrows to adjust the percentage. Note: If this expense report is attached to an expense authorization,
Add Charge Allocation is available only if your system administrator has selected
Add Charges to ER when Created from EA in Expense Report Types.
If you are entering a correcting expense report, your expense class or functional role (for example, supervisor) may be limited to modifying active charges only. When this is the case, Deltek Expense does not allow you to adjust the allocation percentage on inactive charges. Additionally, an expense report must contain at least one active charge for you to correct it. |
| Exit |
In Wizard mode, click this to exit without saving the draft. |
| Back |
In Wizard mode, click this to return to the Locations tab. |
| Continue |
In Wizard mode, if another tab requires data entry, such as Advances or Attachments, click this to continue to the next tab. |
| Save Report |
In Wizard mode, this button displays if no other information, such as an advance or an overall attachment, is required to save the report. When you click Save Report, you may encounter validation errors that need to be corrected before the report can be saved. After the report is saved successfully, the header area of the form populates with the basic information about the report, and the Wizard advances to the Expenses tab, where you can begin entering planned expenses. |
to display the Charge Lookup dialog box, where you can select a the charge you want to use for this expense report.
to select a valid UDT09 for this expense report.