Rerun logistics expense automation

When to use it

Use this guide when you need to rerun logistics expense automation.

Before you start

• Open Logistics Expense from the module menu. Your account must have access to this screen and permission for the action you want to complete.
• Confirm the scope and existing records before rerunning automation.

What this changes

The selected logistics expense automation is rerun for the requested scope.

Logistics expenses record fuel, lease or other route/vehicle costs. Automation can generate or recalculate records for the selected types and dates.

Steps

1. Open ReRun Automation.
2. Select the automation types and the start and end dates to review.
3. Check that the scope matches the expense records needing recalculation.
4. Select Run, wait for the result, and review the affected expense lists.

Screenshot to add: Logistics Expense: rerun logistics expense automation. Capture filename: images/rerun-logistics-expense-automation.png.

Restrictions

This needs logistics-expense add/edit access. Use the intended type and dates; rerunning broad periods can affect many generated records.

If something went wrong

Before Run, correct unintended automation types or dates. Check the source mileage and vehicle information for the intended records first.

After an unclear run, inspect the result and affected expense lists before running the same scope again. If the wrong scope was run or its generated amounts are wrong, give Finance the selected types/dates, source records and generated expense references. Have Finance agree the correction; rerunning is not an undo of approval or payment.

Check the correction

Check generated expenses and duplicate records for the selected dates. Compare source mileage/rates, approved totals, actual payments and exported amounts with Finance.

Related guides

• Module overview
• Record or edit a fuel expense
• Record a lease expense
• Attach a logistics expense invoice
• Validate and approve a logistics expense