By default, each Expense logged in SalesTrip is related to a single Business Purpose, e.g. "the spending on a meal was incurred to help close my opportunity with Acme Inc."
SalesTrip also allows expenses to be split between multiple business purposes. e.g. "I flew to London to visit my customers Acme Inc and United Oil".
Once this is enabled, a user can select multiple records as the Business Purpose when editing the expense.
When the expense is saved, records are created in the "Allocation" object, which link the expense to the business purpose.
The value of the expense is evenly spread across the selected Business Purposes, with any remainder added to the first selected record.
How to enable
To enable this, you need to be a system administrator. Navigate to Setup -> Custom Settings -> SalesTrip Preferences, and click Edit on the "Default Organizational Level Settings". Enter "Y" in the "Multi-Allocation Enabled" field, and Save. You can also enable or disable this at a per user / profile level using custom settings (use "N" to disable).
We recommend that you update your UI as follows:
- the Allocations Related List is added to your Expense page layout(s), and any Lightning Pages.
- the Allocations Related List is added to the page layout(s) of the objects you use as Business Purpose, and the Expense related list be removed.
- The New button should be removed from all Allocations Related List(s) you have added - your users should be directed to the "New Expense" Quick Action on your Business Purpose records.