Expense WO
This routine performs the expenses incurred by the office to handle cases, with an option of reimbursement of this expense by the customer or not, according to the billing and configuration of the expense itself.
Besides Adding, Viewing, Editing or Deleting, there are other options:
| • | Group: Allows grouping expenses divided by review of pro forma invoice. |
| • | Operations in badge: Allows editing all selected expenses, at once, transfer to WO. |
The system does not allow adding or editing employees in one expense when inactive or fired, displaying the message that it was not possible to perform the operation. |
It is only allowed to add and delete expenses if the content of parameter MV_JALTDSP is 1 - Sim. |
Procedures
To Add Expenses:
| 1. | In Expenses, click Add. |
| 2. | Complete fields according to the help instructions. |
| 3. | Notice data: |
Case Code: Number of case associated with the expense.
Requesting acronym: Professional who carried out the expense.
Date: Expense occurrence date.
Value: Total value of expense in entered currency.
Expense type code: Code of expense type carried out. E.g.: Taxi, Meal, Parking, etc.
Charge?: Indicate if expense should be charged or not.
Note (do not charge): It indicates the reason to which the expense is not charged. If the content of parameter MV_JCOBDSP is .T., the completion of this field is mandatory, when the expense status changes to not chargeable.
User (do not charge): User entered expense as not chargeable.
Quantity: Indicates amount of expense.
After selecting the Expense type, the description is completed with what is previously registered, according to the language. The fields Requesting acronym and Expense Type show only active registrations. |
4. Check data and confirm.
Billing grid status of entry for billing:
Status is valid with field Canceled? = No. |
See Also