ManPageW ExpenseReport
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Window: Expense Report
Description : Time and Expense Report
Help : The time and expense report allows you to capture time spent on a project, billable time and to claim expenses.
Tab: Expense Report
Description : Time and Expense Report
Help : Enter the time and expenses for the Employee or Contractor (Business Partner).
The price list determines the default costs of the expenses, products or resource to be reimbursed. In that sense, it is a "Purchase Price" list. The Warehouse is used to correct the inventory of items invoiced to customers (i.e. if not invoiced, the inventory is not adjusted).
Please note that the Business Partner must be an Employee with an Address and Contact!
Table Name : S_TimeExpense
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Document No | Document sequence number of the document | The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".
If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
DocumentNo
NVARCHAR2(30) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) String |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Table |
| Report Date | Expense/Time Report Date | Date of Expense/Time Report | DateReport
DATE Date |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_ID
NUMBER(10) TableDir |
| Approval Amount | Document Approval Amount | Approval Amount for Workflow | ApprovalAmt
NUMBER Amount |
| Warehouse | Storage Warehouse and Service Point | The Warehouse identifies a unique Warehouse where products are stored or Services are provided. | M_Warehouse_ID
NUMBER(10) TableDir |
| Approved | Indicates if this document requires approval | The Approved checkbox indicates if this document requires approval before it can be processed. | IsApproved
CHAR(1) YesNo |
| Document Status | The current status of the document | The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field | DocStatus
CHAR(2) List |
| Process Expenses | DocAction
CHAR(2) Button | ||
| Processed | The document has been processed | The Processed checkbox indicates that a document has been processed. | Processed
CHAR(1) YesNo |
Tab: Report Line
Description : Time and Expense Report Line
Help : Enter the expense items and billable or non-billable hours. If you enter a non-zero amount in Invoiced Amount, that amount will be used for billing the customer - otherwise the price on the current sales price list of the customer.
Table Name : S_TimeExpenseLine
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Expense Report | Time and Expense Report | S_TimeExpense_ID
NUMBER(10) TableDir | |
| Line No | Unique line for this document | Indicates the unique line for a document. It will also control the display order of the lines within a document. | Line
NUMBER(10) Integer |
| Expense Date | Date of expense | Date of expense | DateExpense
DATE Date |
| Time Report | Line is a time report only (no expense) | The line contains only time information | IsTimeReport
CHAR(1) YesNo |
| Invoiced | Is this invoiced? | If selected, invoices are created | IsInvoiced
CHAR(1) YesNo |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
| Resource Assignment | Resource Assignment | S_ResourceAssignment_ID
NUMBER(10) Assignment | |
| Quantity | Quantity | The Quantity indicates the number of a specific product or item for this document. | Qty
NUMBER Quantity |
| UOM | Unit of Measure | The UOM defines a unique non monetary Unit of Measure | C_UOM_ID
NUMBER(10) TableDir |
| Expense Amount | Amount for this expense | Expense amount in currency | ExpenseAmt
NUMBER Amount |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | C_Currency_ID
NUMBER(10) TableDir |
| Invoice Price | Unit price to be invoiced or 0 for default price | Unit Price in the currency of the business partner! If it is 0, the standard price of the sales price list of the business partner (customer) is used. | InvoicePrice
NUMBER CostsPrices |
| Converted Amount | Converted Amount | The Converted Amount is the result of multiplying the Source Amount by the Conversion Rate for this target currency. | ConvertedAmt
NUMBER Amount |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) String |
| Note | Optional additional user defined information | The Note field allows for optional entry of user defined information regarding this record | Note
NVARCHAR2(255) Text |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Search |
| Campaign | Marketing Campaign | The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. | C_Campaign_ID
NUMBER(10) TableDir |
| Project | Financial Project | A Project allows you to track and control internal or external activities. | C_Project_ID
NUMBER(10) TableDir |
| Project Phase | Phase of a Project | C_ProjectPhase_ID
NUMBER(10) TableDir | |
| Project Task | Actual Project Task in a Phase | A Project Task in a Project Phase represents the actual work. | C_ProjectTask_ID
NUMBER(10) TableDir |
| Activity | Business Activity | Activities indicate tasks that are performed and used to utilize Activity based Costing | C_Activity_ID
NUMBER(10) TableDir |
| Processed | The document has been processed | The Processed checkbox indicates that a document has been processed. | Processed
CHAR(1) YesNo |
| Quantity Reimbursed | The reimbursed quantity | The reimbursed quantity is derived from the entered quantity and can be overwritten when approving the expense report. | QtyReimbursed
NUMBER Quantity |
| Price Reimbursed | The reimbursed price (in currency of the employee's AP price list) | The reimbursed price is derived from the converted price and can be overwritten when approving the expense report. | PriceReimbursed
NUMBER CostsPrices |
