Fields: Editing cost history

Cost histories are separated into entries that help you track the invoice history of any transactions that have been made during the acquisition process. After entries have been added, they are displayed in the resource's Acquisitions tab. If funds were associated with any entries, the fund can be used to search for the resource on the Home page.

Cost History

The cost history begins with empty fields that are used to add new entries, followed by any existing entries.

Each entry can contain the following fields:

Field

Description

Year

Specifies the year that the expense occurred in.

Sub Start

Specifies the starting date for any subscription period associated with the expense.

Sub End

Specifies the ending date for any subscription period associated with the expense.

Fund

Specifies the fund that is tied to the expense. You can configure the Acquisition Types that are available in your system on the Resources module Admin page (for more information, see Funds).

Payment

Specifies the amount that was paid for the expense. This is a required field.

Currency

Specifies the type of currency used for the payment. This is a required field.

Order Type

Specifies the order type. For example: One-Time, Ongoing, or Subscription. You can configure the Acquisition Types that are available in your system on the Resources module Admin page (for more information, see Order Types). This is a required field.

Cost Details

Specifies the cost details for this expense. You can configure the Cost Details that are available in your system on the Resources module Admin page (for more information, see Cost Details).

Note

Specifies any notes for the expense.

Invoice

Specifies an invoice number for the expense.

Management Options

These options let you add and delete cost history entries.

You can choose these options:

Option

Description

Add

Lets you add additional cost history entries.

Remove this payment

Removes an existing entry.