Expense line amount calculation

karthikbabu · ‎12-07-2018

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.

Thanks,

Karthik

vishal_8_shah · ‎12-09-2018

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

karthikbabu · ‎12-10-2018

Thanks Vishal. Appreciate for the great stuff.

Kishma Gamba · ‎08-15-2024

Hi there,

I am new to the expense line and started testing to see if this will be fit for our business. It seems it will be but I am having some issues. I created the task rate card and can see the count widget updates to show the amount of records that meets the specified conditions but when the record is closed, the expense line is not being generate. Do you know what could possibly be causing this? I suspect it could be because of my expense allocation rule?

vishal_8_shah · ‎12-10-2018

Karthik,

one more thought, you could possibly enable audit control and review activity stream on expense lines table. Since expense lines contributes to finance it would not be bad idea to have auditing control enabled anyway.

I think you will get more hints about expense line history and how it might have been created with it.

https://docs.servicenow.com/bundle/jakarta-platform-administration/page/administer/security/task/t_EnableAuditingForATable.html

Thank you.

Regards,

Vishal Shah