Expense line amount calculation

karthikbabu
Giga Expert

Hi Experts,

 

The amount in the Expense Line for a Project gets calculated automatically. In debugging there is property which calculates the amount with $37 per  hour. The question is, the amount gets calculated in many different ways. Can anyone provide me some more ways how does this gets calculated?

1. Go to Projects.

2. Open any project.

3. Under the related list open any record from Expense Line.

4. you will see the amount field.

 

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Thanks,

Karthik

1 ACCEPTED SOLUTION

Hi Yogesh,

 

1. You could also auto create expense lines from child tasks to parent task. this corresponds to closure of task processing task rate cards.

2. You could auto create expense line upon approval of time cards.

3. You could also auto create expense lines base on CI rate cards based on defined expenses.

4. Expense line could be also created based on auto distribution of expense allocation rules.

5. Expense line could be also auto created based on users of assets in Contract.

This page explains ways of auto expense line creation.

https://docs.servicenow.com/bundle/london-it-service-management/page/product/expense-line/concept/c_CreateExpenseLinesAutomatically.html

https://docs.servicenow.com/bundle/london-it-service-management/page/product/contract-management/task/t_GenExpnsLinOnAssetsUsers.html

I am pretty sure I would have missed few more ways of expense line creation, so you will need to review respective headline with short description and associated records (CI, users, Assets, Contract, task etc.)

 

I hope this helps.

Thank you.

Regards,

Vishal Shah

View solution in original post

7 REPLIES 7

yogesh41
ServiceNow Employee
ServiceNow Employee

ServiceNow includes Task & Labour Rate cards framework that derive the cost of any task or any resource to create expense lines.

One can define the hourly rate of the task like Incident, Project or Project Task, so that expense line gets created on completion of this task.

You can read more about this at Task and Labour Rate Cards - https://docs.servicenow.com/bundle/london-it-business-management/page/product/cost-management/concept/c_TaskAndLaborRateCards.html 

- Yogesh 

 

Hi Yogesh,

 

Thanks for your response. 

As per your way whenever a task is completed an expense line is created based on the user time worked. I am seeing some expense lines with empty user and not sure from where they are getting created.

Is there any other way where an expense line is created?

 

Thanks,

Karthik

yogesh41
ServiceNow Employee
ServiceNow Employee

Task Rate cards supports defining flat rate on completion of a task. Such task rate card creates expense lines on completion of the task which may not have user updated.

 

- Yogesh 

Hi Yogesh,

 

1. You could also auto create expense lines from child tasks to parent task. this corresponds to closure of task processing task rate cards.

2. You could auto create expense line upon approval of time cards.

3. You could also auto create expense lines base on CI rate cards based on defined expenses.

4. Expense line could be also created based on auto distribution of expense allocation rules.

5. Expense line could be also auto created based on users of assets in Contract.

This page explains ways of auto expense line creation.

https://docs.servicenow.com/bundle/london-it-service-management/page/product/expense-line/concept/c_CreateExpenseLinesAutomatically.html

https://docs.servicenow.com/bundle/london-it-service-management/page/product/contract-management/task/t_GenExpnsLinOnAssetsUsers.html

I am pretty sure I would have missed few more ways of expense line creation, so you will need to review respective headline with short description and associated records (CI, users, Assets, Contract, task etc.)

 

I hope this helps.

Thank you.

Regards,

Vishal Shah