Grouping of expenses
This function is used to create expense grouping setups, each one identified by a code.
This setup is used during the Capitalization of expenses processing in which the expenses are grouped on the basis of common criteria, in order to lead to the automatic creation of assets.
A new asset will be created for each expense / expense group meeting the grouping criteria.
This setup is used to specify:
- the list of fields (of the expense table) used as grouping criteria, in addition to the following implicit mandatory criteria: Company, Financial site and Activity sector,
- the information used to determine the main expense,
- a possible selection to apply to the expenses.
The expense grouping does not make it possible to update pre-existing assets.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Company (field CPY) |
Specifies he company to which the setup is applied. |
Active (field FGACTIF) |
This indicator is used to specify if this reference is active or inactive. |
Reference (field GRPREF) |
Setup reference of the expense grouping. |
Description (field DES) |
Setup description. |
Tab Parameter definition
Grid Grouping
Tab Extended selection
Block number 1