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.Service Desk - GLAs v2019.3

Owned by Robert Sims (Deactivated)
Last updated: Jan 08, 2024 by Bianca Rosa (Unlicensed)Version comment
3 min read

GLAs

This tab is of particular importance to the User organization's financial team in that it allows Users to set GLAs for new Service Desk items and edit those of existing Service Desk items.

GLA tab example

To set a Default GLA, click the Search Icon in the 'Set Default GLA' field and select a GLA from the list. This field adds the selected GLA at 100% and replaces any 'Default' type existing GLAs in the Grid above.

Managing GLA Entries

Users can also specify GLAs by clicking the Manage Entries button, which is located on the 'Expense GLAs' tab. This opens the new 'Add New Expense GLA' form which has been simplified to a data entry table. Add New Expense GLAs form example

From this new form, the User can set a single GLA or Multiple GLAs quickly without having to re-open the form multiple times. There are three fields that can be edited on the table whether the User is Adding a Single GLA or Multiple GLAs.

  1. Expense Type - This dropdown allows the User to select the Expense Type of the GLA.
    Expense Type dropdown field example
  1. GLA - This picker allows the User to select the GLA to associate with the Expense Type.
    GLA picker form example
  1. Percent - The number selector allows the User to specify the percent of the Expense Type to apply to the GLA.
    Percent field example

Single GLA

The first row of the table is added to the 'Add New Expense GLA' form by default. The User only needs to select the 'Expense Type', 'GLA', and 'Percent' and click the Save button.

Multiple GLAs

To add multiple GLAs on the 'Add New Expense GLA' form, the User can follow these steps:

  1. Click the Add GLA button.
  2. This adds a row to the table.
  3. Repeat to add as many rows as are required.
  4. When adding multiple GLAs, the percentages of a given 'Expense Type' must equal 100% as in the following example:
    Add GLA percentage example of add to 100
  5. If the Percentages are not enough to equal 100%, or exceed 100% the User receives a notice as in the following example:
    Add GLA percentage example of add over 100
  6. Once the User has added all the desired GLAs, the form can be saved by clicking the Save button.

The GLAs are added to Grid on the 'Expense GLA' tab.

To delete a single GLA record, the User must follow these steps:

  1. From the 'Add New Expense GLA' form, chose the row to delete.
  2. In this example, the 'Equipment' Expense Type is being deleted.
    Managing GLA example
  3. Right-click the 'Equipment' row. This opens the table context menu.
    Deleting a GLA from the Manage GLA form example
  4. Click the 'Delete Row' menu option.
  5. Click the Save button.

The Grid updates and the GLA is removed.

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242