Difference between revisions of "Can I allocate unit expenses to purchase invoices?"
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== Summary == | == Summary == | ||
| − | The following article explains how to allocate | + | The following article explains how to allocate unit expenses to purchase invoices. |
== More Information == | == More Information == | ||
| − | == Setting up a | + | {{Units}} |
| − | Before you can allocate | + | === Setting up a Unit Expense Supplier === |
| + | Before you can allocate unit expenses to purchase invoices, you need to set up a Unit Expense Supplier. | ||
* Go to {{Menu|{{PL}}|Supplier File Maintenance|Add or Edit Suppliers}}. | * Go to {{Menu|{{PL}}|Supplier File Maintenance|Add or Edit Suppliers}}. | ||
| − | * [[Do I have to remember all these | + | * [[Do I have to remember all these customer and supplier codes?|Search]] for a supplier that does unit expense work for you. |
* Highlight the chosen supplier and press {{Button|Edit}} or {{KeyPress|F5}} to make amendments to the supplier. | * Highlight the chosen supplier and press {{Button|Edit}} or {{KeyPress|F5}} to make amendments to the supplier. | ||
* Select the {{DataPrompt|Links}} tab. | * Select the {{DataPrompt|Links}} tab. | ||
| − | * At {{DataPrompt| | + | * At {{DataPrompt|Unit expense supplier?}}, choose {{DataValue|Yes}} |
| − | * At {{DataPrompt|Default | + | * At {{DataPrompt|Default unit expense}}, you may enter a default expense category for this supplier. |
| − | * Press {{Button|Done}} or {{KeyPress| | + | * Press {{Button|Done}} or {{KeyPress|ESC}} and then {{DataValue|Accept}} the changes. |
| − | == Allocating a | + | === Allocating a Unit Expense to a Purchase Invoice === |
| − | * [[Posting | + | * [[Posting purchase invoices|Enter a Purchase ledger posting document]] using a supplier set up to be a Unit Expense Supplier using the steps above. |
| − | * When you {{DataValue|Accept}} the document, you will be asked {{DataPrompt|Do you want to allocate this document against | + | * When you {{DataValue|Accept}} the document, you will be asked {{DataPrompt|Do you want to allocate this document against unit expenses?}}. Choose {{DataValue|Yes}} and you will be taken to the {{DataPrompt|Unit Expenses}} tab. |
| − | * Press {{Button|Add}} or {{KeyPress|F6}} to [[How do I | + | * Press {{Button|Add}} or {{KeyPress|F6}} to [[How do I post expenses against a unit?|create a new unit expense]]. |
| − | ** The popup from here will have also ask for a {{DataPrompt| | + | ** The popup from here will have also ask for a {{DataPrompt|Unit}} which is the unit this expense applies to. Also there is no place to enter the {{DataPrompt|Date}} or {{DataPrompt|Reference}}, these will be filled in automatically using the details on the document. |
| − | * Once you have added all the | + | * Once you have added all the unit expenses you need, press {{Button|Done}} or {{KeyPress|ESC}} and then {{DataValue|Accept}} the changes to post the document as well as the unit, expenses. |
| − | == See | + | == See also == |
| − | * [[Do I have to remember all these | + | * [[Do I have to remember all these customer and supplier codes?]] |
| − | * [[How do I | + | * [[How do I post expenses against a unit?]] |
| − | * [[Posting | + | * [[Posting purchase invoices]] |
| − | {{KB_Tags| | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, purchase, invoice, posting, credit, expense}} |
| − | {{KB_VS}} {{ZN_Admin}} | + | {{KB_PL}}{{KB_VS}}{{ZN_Admin}} |
| − | {{KB_Ref|PL03 SL03 VS58}} | + | |
| + | {{KB_Ref|PL03, SL03, VS58}} | ||
Latest revision as of 05:29, 12 April 2019
Contents
Summary
The following article explains how to allocate unit expenses to purchase invoices.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Setting up a Unit Expense Supplier
Before you can allocate unit expenses to purchase invoices, you need to set up a Unit Expense Supplier.
- Go to " Purchase Ledger Supplier File Maintenance Add or Edit Suppliers".
- Search for a supplier that does unit expense work for you.
- Highlight the chosen supplier and press [Edit] or <F5> to make amendments to the supplier.
- Select the "Links" tab.
- At "Unit expense supplier?", choose 'Yes'
- At "Default unit expense", you may enter a default expense category for this supplier.
- Press [Done] or <Esc> and then 'Accept' the changes.
Allocating a Unit Expense to a Purchase Invoice
- Enter a Purchase ledger posting document using a supplier set up to be a Unit Expense Supplier using the steps above.
- When you 'Accept' the document, you will be asked "Do you want to allocate this document against unit expenses?". Choose 'Yes' and you will be taken to the "Unit Expenses" tab.
- Press [Add] or <F6> to create a new unit expense.
- The popup from here will have also ask for a "Unit" which is the unit this expense applies to. Also there is no place to enter the "Date" or "Reference", these will be filled in automatically using the details on the document.
- Once you have added all the unit expenses you need, press [Done] or <Esc> and then 'Accept' the changes to post the document as well as the unit, expenses.
See also
- Do I have to remember all these customer and supplier codes?
- How do I post expenses against a unit?
- Posting purchase invoices
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Tags
PL03, SL03, VS58
