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Auto Expense Wizard Screen
- 13 Jan 2023
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Auto Expense Wizard Screen
- Updated on 13 Jan 2023
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The Auto Expense Wizard is initiated by selecting the Auto Expense Wizard icon at the top of the Auto Expense tab of the Company screen.
The bottom of the Auto Expense Wizard screen displays a list of all available materials in the item catalog that are flagged Allocate from Mobile on the Catalog Item screens in Admin.
The criteria at the top of the screen do not filter the list of items, but rather filter the opportunities and opportunity services to which the items selected at the bottom will be matched when generating the list of auto expenses on the second screen of the Auto Expense Wizard (the Auto Expense Wizard Opportunities screen).
The following table describes the elements on the Auto Expense Wizard screen.
| Screen Element | Description |
|---|---|
| Branch | Required. Only opportunities for the specified branch will be included on the second screen of the Wizard. Only one branch can be selected. |
| Effective Date | Required. Only opportunities for which the effective date is between their start and end date will be included on the second screen of the Wizard. |
| Division | Required. Only opportunity services for the specified division will be included on the second screen of the Wizard. Only one division can be selected. |
| Properties | Required. Only opportunities for the specified properties will be included on the second screen of the Wizard. Multiple properties may be selected. |
| Items Section | This section shows a list of all available materials in the item catalog that are flagged Allocate from Mobile on the Catalog Item screens in Admin. This list allows you to select the items for which automatic subcontractor expenses will be generated or updated. |
| Selection Checkbox | Allows you to specify that auto expenses will be generated for the item. |
| Item | Name of the item. |
| Unit Type | Item allocation unit type defined in the item catalog. |
| Amount | Defaults to zero ($0). If the item is checked for the generation of auto expenses, then you must provide a value that specifies the amount of the expense to be paid to the subcontractor per unit. |
| Cancel Icon | Clicking this icon returns to the Company screen without saving any auto expenses. |
| Next Icon | Clicking this icon advances to the second screen of the Wizard – the Auto Expense Wizard Opportunities screen. |
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