Question:

When creating a new Expense Estimate, the pop-up screen appears where Expense Type has a red bar next to it, suggesting that it is mandatory. However, on the page layout, it is not set as required. Clicking on Save without selecting the Expense Type works and the Expense Estimate is saved successfully. Also, the Expense Type field does not appear as required Online.

Why does the Expense Type appear required when creating Expense Estimate in CRM for Windows?

Answer:

This is working as expected. The pop-up is a modal where Veeva has special logic to require all inputs without taking any enforcement on the page layouts. The fields should be configured as required through the page layout configuration.

Related Documentation:

CRM Help Documentation: Budgets and Expenses