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Defined windows can be created by creating new windows in the Defined Windows tab and adding values and combinations to them. Once these windows have been created you would need to set General Ledger coding to these windows and the relevant combinations. These combinations will comprise of participant types, user-defined values and user-defined combinations. All combinations would be set up with General Ledger coding and tax information (see The Defined GL Alloc. tab). These defined windows can then be tied to an expense type with the Further Details option in the Expense Type Edit page. Once a defined window has been created, the screen will appear in the Further Details drop down list as "[User Defined] - Windowname".
If an expense type (see The Expense Types tab) is tied to a defined window and the expense type is assigned to an Account type (see Assigning Expense Types) and a user verifies a transaction or creates a claim, etc. and selects that expense type, the values, combinations and participants types will actually be displayed in the Expense Breakdown page that is presented to the user.
For each defined window, you can easily perform the following actions:
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