Record Service Management incidental expenses on the Contractor Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Agents of contractor companies can use the Field Service Contractor Portal to track incidental expenses that arise during the execution of a work order task.

    Before you begin

    Role required: wm_ext_agent and wm_ext_manager

    About this task

    Service Management Incidentals or incidental expenses 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. Field Service Management provides incidental types to track the costs of car rentals and miles traveled. Your organization can create additional custom types.

    You can create incidental expenses for a work order task at any point during the task life cycle. 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.

    Procedure

    1. Navigate to All > Field Service Contractor portal > My Lists > My Tasks.
    2. Open a work order task from the work order tasks list.
    3. In the Service Management Incidentals related list, click New.
    4. On the form, fill in the fields.
    Table 1. Service Management Incidentals form
    Field Description
    Service order Task [Read-only] Work order task number for which you are creating an incidental expense.
    Type The type of incidental expense, such as Mileage, Car Rental, or Vendor Cost.
    Cost Total cost of the incidental expense.
    Description Helpful information about the incidental expense.
    State Status of the expense, such as Pending or Incurred.
    1. Click Save.