Agents can track incidental expenses required to complete a work order
Agents can track incidental expenses required to complete a work order task.
Incidental expenses, or incidentals, are distinct from other expenses related to
work orders, such as part requirements. Incidentals represent expenses that arise
during the execution of a task or that are otherwise related to the task.
Incidentals are classified by type. Field Service Management provides incidental
types to track the costs of car rentals and miles traveled. An organization can
create additional types to meet their needs.
You can generate incidentals for a task at any point during the task life cycle. For
example, field service administrators might create an incidental in the
Pending state before an agent begins work, based on an
anticipated expense. Agents might create incidentals in the
Incurred state as expenses arise during work. Field
service administrators and agents can view all incidentals by navigating to .
When an incidental record is created, the system generates an expense line if the
following conditions are met:
- The state is Incurred.
- The type is not None.
- The cost is greater than zero.
The expense line is deleted if any of these conditions change.
Role required: wm_admin or wm_agent role.