Defining PeopleSoft Expenses Processing Roles

To define processing roles for PeopleSoft Expenses, use the Expense Role (EX_ROLE_GBL) component.

Page Name

Definition Name

Usage

Expenses Role Setup Page

EX_ROLE

Establish roles for employees depending on their positions in the company.

Use the Expenses Role Setup page (EX_ROLE) to establish roles for employees depending on their positions in the company.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Expenses > Management > Expense Role

  • Travel and Expenses > Travel and Exp Admin Center > Define Expenses System > Roles and Exceptions > Expense Roles

This example illustrates the fields and controls on the Expenses Role Setup page. You can find definitions for the fields and controls later on this page.

 Expenses Role Setup page

Use this page to associate an employee privilege template with a role for each transaction. If you do not define an employee privilege template for one or more transaction types, or for a role, the system uses the employee privilege template that is defined on the Business Unit Privileges page.

Field or Control

Description

Transaction Type

Select a transaction type that is associated with the privilege template to associate it with the processing role. Applicable transaction types are Expense Report, Time Report, Cash Advances, and Travel Authorization.

Privilege Template

Select the predefined employee privilege template that is associated with the transaction type assigned to the expense role.