Siebel Marketing User Guide > Planning and Budgeting for Marketing > Creating and Submitting Budget Requests >
Associating Invoices and Invoice Items with Expenses
Invoice values are available only if your company stores invoice information in the application. To associate invoices and invoice items with expenses
- Navigate to the Campaigns, Events, or Programs screen.
- Click the campaign, event, event plan, or program name.
- Click the Plan view tab.
- In the Plan link bar, click Expenses.
- In the Expenses list, locate the expense record to associate the invoice and Invoice item.
- Click the Invoice Id # select button, query for the invoice number, and click OK.
NOTE: Only Invoices with a type of Payable appear.
- Scroll down to the Invoice Line Items list, and click Add.
- In the Pick Line Items dialog box, select one or more line items to associate with the expense.
- Click Update Actual Cost to update the Actual Expense field on the expense record.
NOTE: You can associate different line items from the same invoice to different expense records.
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