Add cost information for a grievance

In addition to creating the grievance record, you can record the costs that are associated with the grievance.

Costs can be automatically accumulated when you have set up a grievance cost dimension code. This functionality only works when accounts payable transactions are assigned a grievance cost dimension code that matches the grievance number that is assigned when the grievance record is first created. For more information, see Set up collective agreements.

Costs can also be recorded manually in the Additional Grievance Costs FastTab.

To manually add the cost information for a grievance

  1. Choose Lightbulb that opens the Tell Me feature., enter grievances, and then choose the related link.

    The Grievances page opens.

  2. Select the grievance for which you want to add cost information, and then on the action bar, choose Manage > View.

    The Grievance Card page opens.

  3. On the action bar, choose Related > Grievance Costs.

    The Grievance Costs page opens.

  4. On the Additional Grievance Costs FastTab, perform the following steps for each grievance cost that you want to add:

    1. In Description, specify a description of the cost.
    2. In Document Date, specify the date on which the expense invoice or report was received.
    3. In Posting Date, specify the posting date or the fiscal period in which the cost was incurred.
    4. In Vendor Name, specify the name of the company from which the goods or services were purchased.
    5. In Amount, specify the dollar value for the grievance cost, including all applicable taxes.
    6. In External Document No., specify the document number that is associated with the grievance cost, for example, the vendor’s invoice number.
    7. In Reason Code, specify the code that represents the applicable reason for accruing the cost.
    8. Specify values for other fields as required.
      The User ID field is automatically populated with the system user ID of the user who added the record.

See also

Collective agreement and grievance management

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