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

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 Number (#) field.

3. If the promotion form’s Active check box is selected, then 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, which appears after the Expenses list, and complete the necessary fields in each record. Some fields are described in the following table.

   Field	Description
   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