Getting Started With PeopleSoft Enterprise Mobile Time and Expense

This chapter provides an overview of PeopleSoft Mobile Time and Expense and introduces:

PeopleSoft Mobile Time and Expense business processes.
PeopleSoft Mobile Time and Expense integration touchpoints.
PeopleSoft Mobile Time and Expense implementation tasks.

Understanding PeopleSoft Mobile Time and Expense

PeopleSoft Mobile Time and Expense integrates directly with PeopleSoft Expenses and enables users to store time and expense report data in a detached client that operates independently from the network. PeopleSoft Expenses is used to define time and expense report control data for download to PeopleSoft Mobile Time and Expense, and PeopleSoft Mobile Time and Expense is used to synchronize time and expense report data directly into PeopleSoft Expenses at a time that is convenient to the user.

Through administrative and user level filtering, you synchronize a predefined set of control data down to the mobile device to support time and expense entry.

PeopleSoft Mobile Time and Expense Business Processes

PeopleSoft Mobile Time and Expense provides the following business processes for a mobile device:

Expense reports
Time reports

We cover these processes in the business process chapters of this PeopleBook.

Note. You cannot enter expense transactions on a mobile device on behalf of other employees.

PeopleSoft Mobile Time and Expense Integrations

PeopleSoft Mobile Time and Expense integrates directly with PeopleSoft Expenses and integrates indirectly with PeopleSoft Project Costing and PeopleSoft Time and Labor.

Integrating PeopleSoft Mobile Time and Expense with other PeopleSoft applications

PeopleSoft Expenses	Serves as PeopleSoft Mobile Time and Expense gatekeeper, downloading control data directly from PeopleSoft Expenses to PeopleSoft Mobile Time and Expense. Time and expense reports synchronize directly to PeopleSoft Expenses.
PeopleSoft Project Costing	Indirectly exchanges ChartFields and time data for project costing. This is an indirect integration through PeopleSoft Expenses.
PeopleSoft Time and Labor	Processes time reporting data used to create pay sheets. This is an indirect integration through PeopleSoft Expenses.

We cover integration considerations for PeopleSoft Mobile Time and Expense in the PeopleSoft Enterprise Expenses 9.0 PeopleBook.

PeopleSoft Mobile Time and Expense Implementation

PeopleSoft Mobile Time and Expense is a mobile application designed for maximum convenience and portability. There is very little installation or implementation required; however, you must install and implement PeopleSoft Expenses before you can use PeopleSoft Mobile Time and Expense.

Required data is obtained from PeopleSoft Expenses and configured for the mobile application when PeopleSoft Mobile Time and Expense is set up on your network. When you download the mobile application to your mobile device, the installation process automatically loads the required files. These files refresh when run a full synchronization and update application synchronization.

PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

PeopleSoft Expenses also provides component interfaces to help you load data from your existing system into PeopleSoft Expenses tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables:

Expenses Components	Component Interface	Reference
Distance Rate (EX_AUTO_RT_TBL)	EX_AUTO_RATE_SETUP	See Setting Up Distance Rates.
Expense Location (EX_LOCATION)	EX_LOCATION_SETUP	See Setting Up Expense Locations and Amounts.
Expense Types 1 (EX_EXPENSE_TYPES1)	EX_TYPES_SETUP	See Setting Up Expense Types.
Expenses Types 2 (EX_EXPENSE_TYPES2)	EX_TYPES_SETUP	See Setting Up Expense Types.
Local Tax Table (LOCAL_TAX_TBL)	EX_LOCAL_TAX_SETUP	See Setting Up Local Tax Tables.

Other Sources of Information

In the implementation planning phase, take advantage of all of Oracle's PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources is in the preface of About These PeopleBooks, with information on where to find the most up-to-date version of each.