1 Introduction to JD Edwards EnterpriseOne Expense Management

This chapter contains the following topics:

1.1 JD Edwards EnterpriseOne Expense Management Overview

Typically, a company uses some type of expense management application to successfully manage a range of financial transactions that are commonly entered by a number of different employees. With the JD Edwards EnterpriseOne Expense Management system, you can organize, maintain, record, and analyze expense information. For example, you can:

  • Define and organize employees who can enter expense information.

  • Define expense policies.

  • Enter expense reports.

  • Revise and approve expense reports.

  • Audit expense reports.

  • Reimburse employee expenses.

  • Purge credit card transactions.

1.2 JD Edwards EnterpriseOne Expense Management Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Expense Management system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Expense Management, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools Software Updates Guide.


See Also:

1.2.1 Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Expense Management system:

1.2.2 Expense Management Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Expense Management:

Step Reference
Set up user-defined codes, billable business units, next numbers, expense management policies, exchange rate identifiers, group profiles, expense categories, and expense reimbursement routing rules. See Setting Up the Expense Management System.
Set up media queues, the workflow process, expense account mapping, tax mapping, pay type mapping, employee maintenance, and credit card security. See Setting Up the Expense Management System.
Set up employee profiles. See Setting Up Employee Profiles.

1.3 Business Interface Integration Objects

A business interface is a set of components that implementation teams can use to create an integration between JD Edwards EnterpriseOne and an external system. Business interfaces can include one or more of these business interface components:

  • Business Services

  • Real-Time Events

  • Batch Import and Export Programs

For additional information about business interfaces, and the business objects available for this product area, see these topics in the JD Edwards EnterpriseOne Applications Business Interface Reference Guide: