ManPageW ExpenseReport

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Contents

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

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