Track user may accept or unaccept one or multiple material charges at the Acceptance Material Charges screen. The Accept/Unaccept Item link has two functions, accepting or unaccepting material charges. If the allocations are selected, indicated with the checkmarks inside the checkboxes, clicking the Accept/Unaccept Item link will accept the allocations. However, the allocations that are not selected, indicated with the empty checkboxes, will remain or become unaccepted, depending on their current status. Every allocation on the select page will be affected when Track user clicks the Accept/Unaccept Item link.
Click the Acceptance link from the Allocate Material Charges screen to open the Accept Material Charges screen.
Alternatively, hover a mouse pointer over the Allocations menu link to display its drop-down menu.
Slide a mouse pointer over to the Acceptance option to display its menu.
Click Material to open
the Accept Material Charges screen.
Clicking the Accept All Groups Charges link will accept material charges in all material groups for the selected timesheet date. Follow the instructions below to accept material charges by line items. Always click the Show Allocations to refresh the screen.
If applicable, select a location from the Location drop-down list.
From the Accept Material Charges screen, select an organization from the Organization drop-down list.
Select an agreement from the Agreement drop-down list.
The All Groups in the Group drop-down list is selected by default. Select specific material group from the Group drop-down. Otherwise, proceed to the next step.
Enter the timesheet date into the Timesheet Date text box. Alternatively, select a date from the calendar. (see also Date Format)
Click the Show Allocations link to display the material charges that have not been allocated in the Charges Not Allocated grid. The material charges that are ready for acceptance are displayed in the Accepted Material Costs Listing.
From the Accepted Material Costs Listing, click the checkbox on a line item to select the material charges.
Click the Acceptance/Unaccept
Item link to accept the selected material charges. The message,
"Charges successfully accepted." is displayed, and the accepted
line item is shaded
If one or more allocations for material items have been authorized and assigned a timesheet reference number, the allocations for the material charges cannot be unaccepted until specific timesheet has been voided.
From the Accepted Material Costs Listing, uncheck the checkbox on a line item.
Click the Acceptance/Unaccept
Item link to unaccept the selected material charges. The selected
line item is unaccepted and returns to its original appearance. The
material charges that have not been allocated are displayed back into
the Charges Not Allocated grid.
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