Generating expense lines based on assets or users

An expense line is an expense amount at a given point in time and the record that incurred or generated the expense. You can generate expense lines based on assets or users assigned to the contract.

始める前に

Role required: financial_mgmt_user, asset, or contract_manager

このタスクについて

Generating expense lines is a three-step procedure.

手順

1. Add a user or asset to a contract
   You can add a user or asset to a contract to generate expense lines.
2. Create a rate card and assign a user or asset
   You can assign a user or asset when you create a rate card. You can only assign the user or asset that is assigned to the contract.
3. Configure rate card expense generation
   After assets or users are added to the rate card, you can use the Distribute cost field in the Financial section of the contract to generate rate card expenses.

関連タスク

• Create a new expense line
• View contract expense lines

関連資料

• Contract Rate Card form