0

CRM - New Feature Request: Customizing the Expense Object on a Call Report

I would like the ability to change which fields are added to the Expense section of the Call Report when 'zvod_Expenses_vod__c' is added to the layout (allowing more access to the Call Expense custom object).

Currently 'Call Expense: Amount_vod__c' is automatically divided by 'Call: Attendees_vod__c' when 'All' is selected from the 'Call Expense: Account' lookup list in that same section of the Call Report and split between the attendees. I would like to be able to edit this behavior or replace Amount with a different field from the Call Expense custom object.

Barring either of these changes, I would like to be able to add custom fields from custom objects to the Call Report in a similar way to how the Expenses section works with the zvod_Expenses marker file.

7 条评论

  • Avatar
    Charles Messenger
    I'm trying to record expenses without housing the custom fields directly on the Call object. For the most part, the Call Expenses object allows this, but only allows direct access to Type, Notes, Account, and Amount. Amount has the division functionality built in, but it is divided by Attendees. What I want to do is use a custom field (Number of Attendees) as the denominator, or not have Amount not be divided and create another custom formula field that equals Amount / Number of Attendees. Essentially I want to capture expenses for the attendees listed, but divide the cost of the attendees by a manually entered 'Number of Attendees' field. I just want to enter a 'Total Amount' and 'Number of Attendees' (which may be greater than the number calculated by the Call: Attendees field) for the expense. I currently have this being captured in this way on the Call object, but would prefer to remove it to a custom object. If I could change how Call Expenses: Amount is calculated, change which fields are added to the call report, or duplicate the process of adding custom fields not located in the Call object to the Call Report in a similar manner to how the Expense section of the Call Report works, I would be able to record expense data the way I would like.
  • Avatar
    Ted Wallach
    Thank you for your post. Can you please describe what you're ultimately trying to achieve?
  • Avatar
    Ted Wallach
    There is behavior today that allows a rep to enter the total expense amount and the number of attendees that incurred the expense. The way to do this a little tricky: First, expose the Expense_Amount_vod and Total_Expense_Attendees_Count_vod fields on the call page layout. These represent the total expense amount and the number of attendees (named or unnamed) who incurred that expense, respectively. Adding these fields to the call will assume that each attendee on the call incurred the expense, and the user cannot enter a number less than the number of attendees. However, there is a way to allow the rep to identify which attendees incurred the expense. Here's how: Add a new section to the call report and append the caption with the "--asf" section signal. Now add the Incurred_Expense_vod field to that section. This section will be used for Attendee Specific Fields, and a new block will appear for each attendee on the call. This means the Incurred Expense checkbox will appear for each attendee so the rep can include or exclude the attendee. Now the minimum number that can be entered in the Total_Expense_Attendees_Count_vod field is the number of attendees where Incurred Expense is TRUE. If you want to include additional named attendees, such as office staff or others who are not in the database as accounts, you can add the Attendee_list_vod field to the page layout. Any people added into this list are assumed to have incurred the expense. With all that said, I believe this covers your desire to allow the rep to enter a total amount and the number of attendees. However, my next question is: are you also requiring the rep to enter line items of individual expenses to the call in addition to the total amount? Is there anything that is not covered by the approach above? Best Regards, Ted
  • Avatar
    Charles Messenger
    What I'm ideally looking for is a solution that allows me to capture expenses in this manner, but on a separate object (like Call:Expenses). I currently have a series of custom fields that capture the relevant data, but they are located on the Call object itself. The default Expense option captures data to a custom object removed from the Call itself, but does not give flexibility in how the data (or which fields) are recorded. Is there a way to mimic the behavior described in your post above but output to a custom object?
  • Avatar
    Ted Wallach
    Can you please describe the underlying business need that requires the data to be stored on a custom object rather than on the call itself?
  • Avatar
    Charles Messenger
    Calls are locked as soon as they are submitted and not every call is also an expense. If a rep forgets to input the expense info before they submit the call they are unable to do so without the help of an admin. I don't want to allow changes to the call or sample disbursement, so I want the Call to remain locked. Saving calls would help prevent this, but they might become confused with planned calls that are not executed. Separating expenses to a different object would allow for easier data extraction as well, since it would only be what is stored on the custom object instead of all calls with or without expenses.
  • Avatar
    Ted Wallach
    It feels to me that you're trying to design for the exception case rather than the principal business process. Submitting a call indicates that the call is complete, thus all parts should be locked down. If a user omits related expenses, then they can enter an exception process whereby they contact an admin to unlock the call, or they can enter another call for the same account that only has the expenses on it (assuming your system is set up to handle this). Are you finding that your users are commonly forgetting to enter expenses? You may consider adding a required field to the call that forces the user to indicate whether an expense was incurred as part of the call or not.
请先登录再写评论。