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Adding Expenses and Line Items to Loyalty Promotions

You can add expected or incurred expenses to a promotion. For each expense record, you can add one or more line items.

To add expenses to a loyalty promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion to which you want to add expenses and click the hyperlink in its Promotion # field.
3. If the promotion form's Active check box is selected, click Modify.
4. Click the Expenses view tab.
5. Add one or more new records to the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.

   Field	Comments
   Expense	Brief title or description of the expense
   Purpose	Description or code for the purpose of the expense
   Assigned Budget	Amount budgeted for the expense
   Variance	Calculated value representing the difference between Forecast Expense and Actual Expense
   Unit	Indicates whether the expense is Fixed or Per Unit

To add line items to a loyalty promotion expense

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion to which you want to add line items and click the hyperlink in its Promotion # field.
3. If the promotion form's Active check box is selected, click Modify.
4. Click the Expenses view tab.
5. In the Expenses list, select the expense to which you want to add line items.
6. Add one or more new records to the Invoice Line Items list below the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.

   Field	Comments
   Type	Code or description for the type of expenditure detailed in the line item
   Reference	Description of the specific expenditure detailed in the line item
   Agreement Line Item	Agreement or contract line item associated with this expense line item
   Project Role	Role in the company or team of the person responsible for this expense line item