How to use Capex and Opex both for the expense lines generated by time cards and at resource plan level?

[Aditya24]

Q. Whenever we create a Resource plan, the automatically created cost plan is of Capex type. (I know it can be updated in the script include but I don't want to.) The issues is that for a task the initial dev work cane be under Capex but later on it can be Opex. So how to use both and differentiate? It leads to the problem in question 2.

Q. Whenever an expense line is generated from time card, it creates as capex. Then how I will be able to use the Opex. For example, a time which has been booked for a maintenance work would be Opex. How do customers use Capex and Opex both?

Q. Can we manually change or populate a cost plan (if not already populated) in a expense line before the expense line is processed. And so when it gets processed then the cost will be in the selected cost plan. Is this a correct approach to handle expense lines without a cost plan?

[Dhiren Aghera]

Hi Aditya,

Ans1 - A resource plan or a cost plan cannot have two cost types. It can be either Capex or Opex. It's better to create two separate resource plans so that you can assign the work individually as Capex or Opex. 

Ans 2 - Based on the type of cost plan the expense line would be categorized. So if you get the Ans1 done correctly then automatically your Q2 is answered.

Ans 3 - As far as I know once the expense line is processed it cannot be associated to any cost plan.

Hope that helps...

[Aditya24]

Hi,

Ans1: But while creating a resource plan, there is no choice to select Capex or Opex, correct? So one has to manually change the type in the cost plan which gets generated?

Ans3: But before the expense line is processed, I can associate to a cost plan and later when it gets processed. It will be part of that associated cost plan, right?

[Dhiren Aghera · Accepted solution]

Hi Aditya,

Ans 1- Yes the best practice is to ensure the default type is set and as an exception, you need to manually update the type of cost plans so that the expense line gets generated as per the type.

Ans 3- Yes

Hope this helps...

[Aditya24]

Hi Dhiren,

When you say best practice, I feel little anxious. As I was thinking of creating a custom field on resource plan table where user can select the expense type and then I will use a BR to set the expense type on cost plan as per the selection on the resource plan.

Then I will make the cost type and expense type fields as read only on the cost plan table so it can't be updated.

How does this sound?