Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > About Adding Marketing Information to Loyalty Promotions >
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. Adding Expenses to a Loyalty Promotion
The following procedure describes how to add expenses to a loyalty promotion. To add expenses to a loyalty promotion
- Navigate to the Loyalty Promotions Administration screen.
- In the Promotions list, find the promotion to which you want to add expenses and click the hyperlink in its Promotion Number (#) field.
- If the promotion form's Active check box is selected, then click Modify.
- Click the Expenses view tab.
- 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.
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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 |
Adding Line items to a Loyalty Promotion Expense
The following procedure describes how to add line items to a loyalty promotion expense. To add line items to a loyalty promotion expense
- Navigate to the Loyalty Promotions Administration screen.
- In the Promotions list, find the promotion to which you want to add line items and click the hyperlink in its Promotion Number (#) field.
- If the promotion form's Active check box is selected, then click Modify.
- Click the Expenses view tab.
- In the Expenses list, select the expense to which you want to add line items.
- Add one or more new records to the Invoice Line Items list, which appears after the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.
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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 |
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