Add an expense item to a direct expense report

Manually add an expense transaction to a direct expense report. You can also import expense transactions using the Data Import module in AVEVA Enterprise Resource Management. The expenses recorded in the s10008 Direct Expenses screen are included in the cost follow-up information displayed in the s10006 Project System Budget screen.

1. Navigate to the s10008 Direct Expenses screen.

2. To refresh the screen, select the F5 key.

3. In the Direct Expenses grid, select a row.

4. Select anywhere in the Direct Expense Items grid.

5. On the Home menu, in the Record group, select Create.

   In the Direct Expense Items grid, a blank row is created.

6. Select the General tab and perform the following:

   • In the Expense Item Id field, enter a unique number to identify an expense item.

   • From the Project dropdown, select the ID of a project to which you want to assign the expense item.

   • From the System dropdown, select the ID of a system to which you want to assign the expense item.

   • In the Amount field, enter the value of the expense transaction in the system currency.

     The system currency is defined in the System Currency field, in the d0073 ERM System Settings dialog.

7. On the Home menu, in the Record group, select Save.

   The expense item is added to the direct expense report.