Finance Request Lines Rate Calculations
When you select expense types on any type of finance request, the Unit Cost or Gross Direct Unit Cost that is calculated is based on the document type and whether on the respective Expense Type Card page, the Unit Amount Type is Excludes Tax or Includes Tax.
The following table describes the supported unit amount types per document type.
| Document Type | Supported Unit Amount Type |
|---|---|
| Purchase requisitions | Excludes Tax |
| Payment requests | Excludes Tax or Includes Tax Only one of these options is supported per expense type. |
| Expense claims | Includes Tax |
When the Unit Amount Type is Excludes Tax, values must be specified in Unit Cost on the respective document. Alternatively, when the Unit Amount Type is Includes Tax, values must be specified in the Gross Direct Unit Cost on the respective document.
For payment requests, the Unit Amount Type on the expense type determines the value that can be specified. A document can have multiple expense types that are set up to have Excludes Tax or Includes Tax.
Unit Cost
When the document type is a purchase requisition or a payment request and the Unit Amount Type on the respective Expense Type Card page is Excludes Tax, the Unit Cost that is defaulted on the purchase requisition or payment request line is determined using the following logic:
On the respective expense type Price List Lines page, if the Unit Cost exists for a line that has the Status of Active and the Posting Date is greater than or equal to the Starting Date, this Unit Cost is used. Otherwise, the Unit Amount on the respective Expense Type Card page is used.
If the Unit Cost on the respective Price List Lines page and the Unit Amount on the respective Expense Type Card page are zero, the Unit Cost on the purchase requisition or payment request line is defaulted to zero.
Gross Direct Unit Cost
When the document type is an expense claim or a payment request and the Unit Amount Type on the respective Expense Type Card page is Includes Tax, the Gross Direct Unit Cost that is defaulted on the expense claim or payment request line is determined using the following logic:
On the respective expense type Price List Lines page, if the Unit Cost exists for a line that has the Status of Active and the Posting Date or Expense Date is greater than or equal to the Starting Date, this Unit Cost is used. Otherwise, the Unit Amount on the respective Expense Type Card page is used.
The Posting Date is used for payment requests and the Expense Date is used for expense claims.
If the Unit Cost on the respective Price List Lines page and the Unit Amount on the respective Expense Type Card page are zero, the Gross Direct Unit Cost is defaulted to zero.
Note
Note:
On a payment request and an expense claim for which the Unit Amount Type on the respective Expense Type Card page is Includes Tax, the Unit Cost is automatically calculated based on the Gross Direct Unit Cost.
Price Calculation Setup
To ensure that the Unit Cost or Gross Direct Unit Cost is calculated on finance requests after prices are set up, the Price Calculation Setup page must be configured. For more information, see Set up Price Calculation Setup.
See also
Expense Claims
Set Up Requisition Management
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