The GL Coding control provides an interface for users to apply the appropriate charge codes to an invoice document. All validations and look-ups are connected to live Costpoint data to ensure data integrity.
The GL Coding form consists of two views: the Line Detail and the Header.
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Line Detail View: See Line Detail View.
Allows a user to enter the specific charge code information and line costs for either purchase order (PO) or non-PO expenses, as well as any applicable labor charge information. This Line Detail View is displayed by default when the GL Coding control launches.
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Header View: See Header View.
Allows a user to review invoice header information for accuracy as well as view a rendering of the PO information from Costpoint. The Header View provides information that is primarily populated from the indexing process.
To switch between these two views, use the GL Coding link or the Go To Header link in the upper left corner of the GL Coding dialog box.