Report Expenses on Request Bundle Task
Explanation
This activity is used to enter expenses incurred when executing a Request
Bundle Task. The expense reporting is done using the Report Manual
Transaction assistant.
Expense reporting is controlled by the Bundle Task Cost Distribution.
You can define the below values to the Bundle Task Cost Distribution:
- EQUAL
- If you define this value, it distributes reported expense evenly
among all connected request work tasks.
- PERCENTAGE
- If you define this value, it distributes reported expense based
on planning percentages according to the following equation.
- Percentage = Reported Quantity X (Request Work Task duration/Request
Bundle Task duration)
- Note: The Request Bundle Task duration is automatically calculated
by getting the sum of all the child request tasks.
- MANUAL
- If you define this value, you can see all the connected Request
Work Tasks in the Report Manual Transaction
assistant. You can select a specific task to report expenses. Transactions
are created only for the task/tasks that have a value entered.
When a Sales Part is linked to a Cost Category, it is automatically added
to the sales line that is created based on the cost line. However, if there
is no such connection, the sales part information is retrieved from the linked
Planning line instead.
Note: To report additional costs, the Cost Type, Quantity, and Cost
Amount should be defined
The Cost Category can be specified so that sales lines are created
with the relevant price information.
Prerequisites
- Request Bundle Task must be in the Released status.
- Bundle Task Cost Distribution should be defined.
System Effects
Expenses are created for Request Bundle Tasks and Request Work Tasks as a
result of this activity.