Report Expenses

Explanation

This activity is used to enter expenses that incur when executing work on a work task, for example travel expenses. The cost reporting is done using the Report Manual Transactions dialogue and can be initiated from the work task, work assignments or from planning.

If a sales part is connected a the cost category it will be fetched to the sales line created with reference to the cost line. Otherwise the sales part information will be fetched from the connected Planning line.

Prerequisites

• A work task must exist in released status or above.
• If a Sales Part is to be connected to the reporting, it must have been setup as a Cost Category in the Work Task Cost Categories.

System Effects

• As a result of this activity, a work task transaction is created as well as a cost line with cost type External in the Work Task/Cost tab.
• If IFS/Service Management is used, and if there is a customer connected to the work task, it will create a record in the Work Task/Sales tab to display the revenue information.
  • If Cost Category is used in the reporting, then the sales part is updated to the sales line.

Note: If the AUTO_AUTH_SIGN_EXT property for the MaintenanceConfiguration object LU in the System LU Values/Object Property tab is set to TRUE, the transactions with cost type External is automatically authorized.

Window

Work Task
Prepare Work Order
Report In Work Order
Work Order Structure

Related Window Descriptions

Work Task
Work Task/Resources/Demands
Work Task/Work Assignments
Prepare Work Order
Prepare Work Order/Work Tasks
Report In Work Order
Report In Work Order/Work Tasks
Work Order Structure
Work Order Structure/Work Tasks

Procedure

1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task. (F3)
3. Right click and then select Report Manual Transaction.
4. In the Transaction Type field, select Expenses.
5. Enter value in Planned Line No. field using the List of Values, if appropriate.
6. In the Quantity/Unit field, enter the quantity of the units used and select the unit using List of Values, if appropriate.
7. In the Cost field, enter the amount for the expense.
8. Optionally, in the Cost Category field, you can select a cost category using the List of Values.
9. Modify the Transaction Date or enter a comment in Comment field if required.
10. Select Report/Close button.
11. Select Report button to proceed with reporting few more records.
12. Select Cancel to abort the action.

Note: The Report Time dialog can be initiated through the Resources/Demands and Work Assignments tab in Work Task window and Work Tasks tab in above mentioned forms.