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,

Cost plans are created either through resource plans or directly for other cost types. So what you have suggested might create a problem for other cost plans. 

There is a business rule to create a cost plan from a resource plan, but could not find where it is getting default cost type. If you can find where in this BR is the default cost type set, you may be able to change it.

The default cost type is set to Labor Capex as this is the most common expense type across the organisation. My recommendation would be to update the cost type in the cost plan only as this is the place from where the linkage is actually happening. Once you have the cost type set properly you are all set and your expenses will roll up accordingly.

Also, refer to this community post which guides on how to change the default cost type

Hope this helps...

[Aditya24]

Understood. I knew this option of changing the script include (which populates the cost type) but wasn't really comfortable about doing so as it is OOB.