Connect Travel Expense Margin to Customer

Explanation

This activity is used to connect a Travel Expense Margin to a customer. 

Prerequisites

In order to perform this activity, a Travel Expense Margin has to be created in the Margin for Travel Expense window.

System Effects

As a result of this entry, the Travel Expense Margin will be applied on all expense transactions for the selected customer.

Window

Customer/Project Report Parameters

Related Window Descriptions

Customer/Project Report Parameters

Procedure

1. Open the Customer window and navigate to the Project Report Parameters.
2. Search or populate to find the relevant customer.
3. Add a new record in the table.
4. In the Company field, enter the identifier of a company.
5. In the Expense Marigin List ID field, use the list of values to select an appropriate travel expense marigin.
6. Select Save.