I wanted to pick peoples brains on methods to track our Event/Conference ROI with related expenses.
Currently, I do not see a way to link an Expense Claim to a Marketing Campaign. I am creating a marketing campaign for each of our future attending conferences and will have Leads/Opportunity linked via Source to track sales, but tracking related expenses to a specific conference has been a manual process.
+10A UDF field would probably work well here.
I would create an attribute that looks like this to record the campaign ID.
After the attribute is created, you can add the attribute as a UDF onto the expense screen. This guide covers that process well.
How to Create and add User-defined field Attribute in Acumatica screen
From there you can link a campaign to your expenses. No code. Once you are comfortable doing this, you can set a field up in less than 5 minutes.
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