D1.4: Enter Cost Code

Description

The finance representative will validate the WDI Cost Code that was given to enter in to the WDI Cost Code section.

Review the requestor's response to ensure there is a charge code included. If no charge code is included reach out to the Line of Business Requestor for it.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Select Idea.

  1. Click Ideas Icon.

  2. Select Basic Idea View.

  3. Click Idea that you want to enter cost codes for.

 

Step 3: Review Requestor Response.

  1. Click Properties tab.

  2. Review the Line of Business response in Requestor Notes Section.

 

Step 4: Enter WDI Charge Code.

  1. Click Ideas Icon.

  2. Select Basic Idea View.

 

  1. In Requestor Notes Section change Finance Status to Approved from drop-down list.