Create expense items and record a classified expense

Procedure

1. In Profitability & cost, open the expense-item catalog and create or choose the intended item.
2. Define when the expense arises and the analytics type, such as a vendor invoice, warehouse, order, department or project.
3. Select the allocation target deliberately: inventory cost, sales cost, current financial result, deferred expense or manual treatment.
4. Set required analytics and usage restrictions to the document operations that should use this item. Save and reopen it.
5. In the supported Vendor invoices — Services and Assets or other expense document, enter the actual service/amount, company, currency, expense item and required analytic reference.
6. Save/post the controlled expense and inspect the expense card/report. Recording the source cost is separate from successfully allocating it to inventory or financial results.

See also: Allocate additional inventory costs and sales expenses, Schedule and reconcile deferred expense allocation, Run preliminary and final cost calculation and investigate errors.