Location

Record Expenses

The record expenses offers the ability to record the expenses either for the trip log or planning.
Select the “Record Expenses” hyperlink in the Trip Log Details page.

The “Record Expenses” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details in the header:

Trip Log No	The unique number that identifies the trip for which you wish to record the details of expense.
Trip Log Date	The date on which the trip log was created.
Trip Log Status	The status of the trip log. The status can be “Fresh”, “In Progress”, “Short Closed” or “Deleted”.
Reporting No	The unique number identifying the reporting reference number.
Agreement No	The unique number identifying the service level agreement raised.

Note: If the planning number is created against service level agreement then the agreement number is displayed.

Planning No	The unique number identifying the vehicle planning. The expenses are recorded for trip log number of planning number.
Primary Equipment	The type of equipment used for the trip.
Accessory	The accessories of the primary equipment.

Enter the following details in the Record Expenses group box:

Level

Use the drop-down list box to select the type of level for which the expenses is to be recorded. The combo is loaded with the value “Document.

If the expenses are not recorded, then the user needs to provide the details.
The system displays the following details in the multiline:

Activity Code	The unique code identifying the activity of the trip log. The combo is loaded with all the values as defined in the “Maintain Codes” activity under the “Codes Master” business component. The system defaulted with activity code that is set as default in “Maintain Codes” activity.
Activity Description	The description of the activity.
Incurred By	The unique code that identifies the employee. The combo is loaded with all the values in the “SCM Employee Master” business component.
Incurred By Name	The name of the employee.
Expense Type	The type of the expense recorded. The combo is loaded with all the expense types in the “Maintain Codes” activity under the “Codes Master” business component. The system defaulted with expense type that is set as default in “Maintain Codes” activity.
Actual Expense	The sum of actual expense.
Expense Incurred Date	The date in which the expenses are incurred.
Currency	Use the drop-down list box to select the currency. The combo is loaded with all the currencies mapped to the login company.
Borne By	The expenses are borne by the company or the customer.
Bill No	The bill number for the expense.
Purpose	The purpose for which the expenses incurred.
Planned Expense	The sum of planned expense.
Remarks	Any remarks pertaining the expense details.
Created By	The login of the user who created the expense details.
Created Date	The date and time at which the expense details was created.
Last Modified By	The login ID of the user who modifies the expense details.
Last modified Date	The date and time at which the expense details was last modified.

Click “Update” button to update the expense details.