Associated Party Expense
Associated Party Expense tracks associated party expense entries against an enquiry. When a contact person or intermediary is entitled to a percentage or fixed amount on a deal, you record it here.
Before you start
- You need the View Associated Party Expenses or Edit Associated Party Expenses permission. If the menu entry is missing, ask your administrator.
Open Associated Party Expense
- Open the enquiry from the Enquiry Bank.
- From the actions menu, choose Associated Party Expense (Manage associated party expense).
- The Associated Party Expense modal opens showing any existing entries.
Add an entry
- In the modal, click Add Entry.
- Fill in:
- Person — the contact person or name this entry applies to.
- Type — percentage of deal value or a fixed amount.
- Value — the percentage figure or the fixed rupee amount.
- Note — optional context for why this entry exists.
- Save the entry. It appears in the list immediately.
Edit or remove entries
- Click the edit icon on an existing entry to change its type, value, or note.
- Click the delete icon to remove an entry entirely. Confirm in the prompt.
Where Associated Party Expense data appears
- On the enquiry detail screen, the Associated Party Expense action shows the entry count.
- In the Advanced Search modal, you can filter by Associated Party to find all enquiries where a specific person has a share. See Advanced search.
- Dashboard analytics may factor this data into sales reporting when configured.
Common questions
Can I add multiple entries to one enquiry?
Yes. Add as many entries as needed — for example one for the agent and another for an internal referrer.
Does Associated Party Expense affect the quotation amount?
No. These entries are internal records only. They do not change the price the customer sees on the quotation.
Who can see Associated Party Expense entries?
Users with the View Associated Party Expenses permission can see entries. Only users with Edit Associated Party Expenses can add, change, or remove them.