Interim Charges

If you enter a timesheet row for a UDT01 or UDT02 code that doesn't exist and if you have the necessary rights, Time & Expense with ESS asks you if you want to create an interim charge for that code. If you do, the Create Interim Charge dialog box opens so you can enter information about the charge.

When you enter the required information in the Create Interim Charge dialog box and click OK, a UDT01 or UDT02 code is created with the Interim Charge check box checked in the UDT01 or UDT02 screen. The charge information in the timesheet row is highlighted as red text.

If your system is set up to provide charge lookups using direct access to a Costpoint database, the option to create interim charges is not available. All charges entered must already be authorized for the employee in Costpoint.

Once you have created an interim charge, you can enter or select that charge for subsequent timesheet rows. They also will be highlighted as red text.

If the interim status of the charge has not been cleared at the time you sign your timesheet, Time & Expense with ESS  responds in one of the following ways, depending on how your timesheet class is set up:

• No message appears, and you are allowed to sign the timesheet.

• A warning message about the interim charge appears but you are allowed to sign the timesheet.

• A message appears to notify you that you cannot sign the timesheet until the interim status has been removed for the charge.

You can use the Charge Activity Inquiry screen to review the time entered for interim charges.

If the creation of interim charges has been set up as an event with employee or other notifications specified for your timesheet class, you and others (your supervisor, for example) may receive either an alert or email notification when you create an interim charge.

If you allow off-line timesheets for some timesheet classes, be aware that the merge process will not create interim charges. However, if the interim charge has already been created in Time & Expense with ESS , it can be used in an off-line timesheet, assuming all links are valid.

Create Interim Charges Dialog Box

If the interim charge is a UDT01 code, enter the following:

UDT01

If entry by abbreviation is on for UDT01, enter the new UDT01 code.

If entry by abbreviation is not on for UDT01, your entry in UDT01 in the timesheet row is displayed here.

Description

Enter a description for the UDT01 code.

UDT07

If required, select the UDT07 code you want to link to the new UDT01 code.

If the UDT01-UDT07 link isn't used in your system, this field is not available.

UDT09

If required, select the UDT09 code you want to link to the new UDT01 code.

If the UDT01-UDT09 link isn't used in your system, this field is not available.

If the interim charge is a UDT02 code, enter the following:

UDT02

If entry by abbreviation is on for UDT02, enter the new UDT02 code.

If entry by abbreviation is not on for UDT02, your entry in UDT02 in the timesheet row is displayed here.

Description

Enter a description for the UDT02 code.

UDT01

Select the UDT01 code you want to link to the new UDT02 code.

UDT07

If required, select the UDT07 code you want to link to the new UDT02 code.

If the UDT02-UDT07 link isn't used in your system, this field is not available.

UDT09

If required, select the UDT09 code you want to link to the new UDT02 code.

If the UDT02-UDT09 link isn't used in your system, this field is not available.