Register Travel Expense Margin

Explanation

Use this activity to register a margin to the travel expense. 

A travel expense margin can be used to add or deduct an amount of money to the sales price when making a transaction. The margin can be calculated in the form of fixed amount or a percentage of the travel expense cost. It's possible to combine the two options and in that case the following formula is used:

(Original Travel Expense Cost * Percentage) + Fixed Amount = Sales Price

You can either create a Standard Margin which you can connect to the project in Plan/Project Details/Pricing, or create a Specific Margin for a specific subproject, activity or Report Code. A Specific Margin always overrides a Standard Margin.

Prerequisites

N/A

System Effects

N/A

Window

Margin for Travel Expense

Related Window Descriptions

Margin for Travel Expense

Procedure

Standard Margin

1. Select New
2. Enter an ID and name for the margin.
3. Select new in the table window and choose a Report Code from List of Values to which you want connect a margin.
4. Enter a percentage and/or a fixed value for this Report Code.
5. Specify appropriate validity dates.

Specific Margin

1. Select New.
2. Select a combination of Project/Subproject/Activity/Report Code to which you want to connect a margin. You can use the wildcard symbol '%' to include e.g. all Report Codes on a specific activity.
3. Enter a percentage and/or a fixed value for this margin.
4. Specify appropriate validity dates.