Can I allocate unit expenses to purchase invoices?

Summary

The following article explains how to allocate unit expenses to purchase invoices.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Setting up a Unit Expense Supplier

Before you can allocate unit expenses to purchase invoices, you need to set up a Unit Expense Supplier.

• Go to " Purchase Ledger Supplier File Maintenance Add or Edit Suppliers".
• Search for a supplier that does unit expense work for you.
• Highlight the chosen supplier and press [Edit] or <F5> to make amendments to the supplier.
• Select the "Links" tab.
• At "Unit expense supplier?", choose 'Yes'
• At "Default unit expense", you may enter a default expense category for this supplier.
• Press [Done] or <Esc> and then 'Accept' the changes.

Allocating a Unit Expense to a Purchase Invoice

• Enter a Purchase ledger posting document using a supplier set up to be a Unit Expense Supplier using the steps above.
• When you 'Accept' the document, you will be asked "Do you want to allocate this document against unit expenses?". Choose 'Yes' and you will be taken to the "Unit Expenses" tab.
• Press [Add] or <F6> to create a new unit expense.
  • The popup from here will have also ask for a "Unit" which is the unit this expense applies to. Also there is no place to enter the "Date" or "Reference", these will be filled in automatically using the details on the document.
• Once you have added all the unit expenses you need, press [Done] or <Esc> and then 'Accept' the changes to post the document as well as the unit, expenses.

See also

• Do I have to remember all these customer and supplier codes?
• How do I post expenses against a unit?
• Posting purchase invoices

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Keywords AND Misspellings

unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, purchase, invoice, posting, credit, expense

Tags

PL03, SL03, VS58