Steps to create Sub-Type in Expense Item
Step 01: Navigate to the Setup Page.
Step 02: Click on the ‘Object Manager’ next to the ‘Home’ on the left-hand side.
Step 03: On the right side, Click on the ‘Quick find’ box and type ‘Expense Item’ and click on the ‘Expense Item’.
Step 04: Click on the ‘Fields & Relationships’ tab.
Step 05: Type ‘SubType’ in the Quick find box.
Step 06: Click the ‘SubType’ on the search results.
Step 07: Scroll down the page to the ‘Values’.
Step 08: Click the ‘New’ button.
Step 09: Type the preferred Values in the box to add picklist values for SubType. (e.g. Outdoor Movie).
Step 10: Click on the ‘Save’ button.
Step 11: Once saved, the value is successfully added and it is listed in the Values.
Steps to Include/Exclude SubType Values for any Expense Type using Field Dependencies
Step 01: Navigate to the Setup Page.
Step 02: Click on the ‘Object Manager’ next to the ‘Home’ on the left-hand side.
Step 03: On the right side, Click on the ‘Quick find’ box and type ‘Expense Item’ and click on the ‘Expense Item’.
Step 04: Click on the ‘Fields & Relationships’ tab.
Step 05: Enter ‘Type’ in the Quick find box.
Step 06: Click the ‘Type’ on the search results.
Step 07: Scroll down the page to the ‘Field dependencies’.
Step 08: Click the ‘Edit’ button below Actions under the Field Dependencies.
Step 09: Here, the Controlling field is ‘Type’ and the dependent field is ‘SubType’. (For Example: Type - ‘Airfare’, SubType - ‘Baggage’, ‘Seat’,‘ Food/Beverage’, ‘Lounge’, ‘Priority Boarding’, ‘Entertainment’, ‘WiFi’ and ‘Other’ values are included below the Airfare and rest values are excluded).
(The Light Yellow Colour Values denote the values are Included to the Expense Type and the rest of the values are Excluded).
Step 10: Double click on the Cell / Select the preferred values and click on the ‘Include Values’ Button.
(E.g. Previously, created SubType values are shown here, ‘Outdoor Movie’ values on all the Expense Type. Just Double Click on the ‘Outdoor Movie’ cell to Included/Excluded below the ‘Airfare’ as mentioned in Step 10).
Reference:
(In Order to create the values from SubType, refer to ‘Steps to create a value for Sub-Type in 'Expense Item’).
Step 11: Click the 'Save' button.
Step 12: Click the ‘OK’ on the Pop-up message.
Let's Verify the Subtype selected for the Expense Type
Step 01:Navigate to the 'Salestrip Home' page.
Step 02: Click on the ‘Expense’ Tab.
Step 03: Choose the Existing Expense with Type as ‘Airfare’.
Step 04: Click the ‘Split Expense’ button on the right hand side.
Step 05: Enter the 'Number of Splits'. (e.g : 5)
Step 06: Click 'Split' button (this will split expense into 5 items), Click on 'Split Amount Even' button ( this action will Split Amount Evenly, e.g. 20 each). 'Remove' option is also provided.
Step 07: Select 'Sub Type'.
Step 08: Click on the 'Save' button.
This will Save the Spilt Expense record.