Cost plan not available when creating an expense from Demand

gjz
Mega Sage

Can someone help me understand how an expense line can be created against a Demand?

 

We would like to start tracking expenses on a Demand, but it's not working for us.  Per the documentation, I should be able to select a cost plan against which I want to create the expense line - but the cost plans for the demand do not appear in the list.

 

My example:

DMND0006660 has two cost plans, one for Capex ($2000) and one for Opex ($50000).  I want to expense $1000 of the Capex cost plan.  Per the documentation, I should select the cost plan associated with the demand - but it doesn't appear in the list.

 

Capex cost plan:

gjz_0-1679333116758.png

 

Cost plan search on cost plan name:

gjz_1-1679333273141.png

 

Cost plan search on Demand number:

gjz_2-1679333342469.png

 

 

How can I create expense lines against a specific cost plan that belongs to a Demand?

1 ACCEPTED SOLUTION

For anyone else who may come across this, ServiceNow only allows an expense line be created against the Demand, not any cost plans associated with the Demand.  They acknowledged their documentation is incorrect and will fix it at some point.

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5 REPLIES 5

For anyone else who may come across this, ServiceNow only allows an expense line be created against the Demand, not any cost plans associated with the Demand.  They acknowledged their documentation is incorrect and will fix it at some point.