Expense Categories

Expense registrations can be created as part of consumption registration on a Work Order. Expense registrations are logged on the Asset that the Work Order was created for. When you create expense registrations on a Work Order, you must select an expense category.

Set up the Expense Categories you want to be available for employees when they create expense registrations on Work Orders.

  1. On your role center, select Expenses > Expenses.
  2. Select Expenses.
  3. Select New.
  4. Enter an expense ID in the No. field and a related description in the Description field.
  5. Select an expense Type (Resource, Item, or G/L Account).
  6. Select the Type No., which relates to the selected expense type. The Type Description and Unit of Measure Code fields are automatically filled out based on your selection in the Type No. field.
  7. If required, you can add Default Vendor No., Default Qty., and Default Expected Unit Cost (LCY) to the expense category. The values are transferred to expense lines on Work Order Plans and Work Orders, but they can be edited.

Setting up Resources is part of standard D365BC functionality. Refer to Microsoft documentation to learn more: Set Up Resources.

Setting up Items is part of standard D365BC functionality. Refer to Microsoft documentation to learn more: About Item Types and Register New Items.

Note: If you set up an Item as an Expense Category, the Item Type on the Item Card must be "Service".