How to provide Expense Input Data in RevRec?
How to create a Contract Cost Rule in RevRec?
How to create the Other Cost rules in RevRec?
What are the fields optional and mandatory in Expense rules?
How to bulk upload Expense rules in RevRec?
Can I direct integrate the source system to pull the expense data?
You can provide contact and other cost-related data in RevRec using the following ways:
Direct integration with source systems to pull expense data is not yet supported
You can enter the expense data directly in RevRec via the application UI. Follow the steps below to add new expense data on your RevRec site:
You can create a spreadsheet using the below fields, and upload the same spreadsheet into RevRec using the Sync Job. Once the file is ready to be uploaded, follow the steps below to carry out a bulk upload:
|Order Number||Optional||A number is used to identify the sale order or contract.|
|Product Code||Optional||A code is used in RevRec to identify the product.|
|Reference Number||Optional||This is a unique identifier for the record.|
|Expense Code||Required||A code is used in RevRec to identify a certain cost.|
|Expense Date||Required||The date when the expense occurred or was recorded in the user system of record.|
|Amortization Start Date||Optional||The date on which the expense amortization schedule will start. If provided, this field overrides the date type defined in the rules.|
|Amortization End Date||Optional||The date on which the expense amortization schedule will end. If provided, this field overrides the date type defined in the rules.|
|Expense Amount||Required||An amount paid for the expense incurred.|
|Term||Optional||The amortization term is the duration for which the user wants to amortize the expense. The term is defined in months in the system. If a term is provided, an end date is not required. This field overrides the term defined in the rules.|
|Class||Optional||Class of the expense.|
|Department||Optional||Department to which expense relates.|
|Location||Optional||Office location to which expense belongs.|
|Sales Person||Optional||Person to whom this expense is paid.|
After Upload, the file is processed and analyzed for any errors. Once the processing is complete, the status column on the page will show .
You can view expenses from the Sale Order UI or the Expense UI.
Note: You can also provide additional data related to the expense as a custom field. Contact firstname.lastname@example.org to avail this feature. Once set up, you can use these custom fields on the reports.
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