Mapping Expense Type

Page Name

Definition Name

Usage

Expense Type - Wizard Type Page

EX_WIZARD_TBL

Map Hotel Wizard types to expense types.

Expense Type - Text Message Page

EX_TXTMSG_MAP_PNL

Map an expense type description to expense types.

Use the Expense Type - Wizard Type page (EX_WIZARD_TBL) to map Hotel Wizard types to expense types.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Expenses > Mapping > Expense Type - Wizard Type

  • Travel and Expenses > Travel and Exp Admin Center > Define Expense System > Map Accounting Information > Expense Type - Wizard Type

This example illustrates the fields and controls on the Expense Type - Wizard Type page. You can find definitions for the fields and controls later on this page.

 Expense Type - Wizard Type page

This table maps a wizard type (an expense type that comes with Hotel Wizard) to an expense type. When an employee selects a wizard type, PeopleSoft Expenses processes the charge using the associated expense type to ensure correct accounting.

Mapping Table

Mapping from

Mapping to

EX_WIZARD_TBL

PSXLATITEM

EX_TYPES_TBL

Mapping of MISC on Expense Type - Wizard Type setup page will have no consequence, and all expense types will be listed while itemizing an expense line.

Use the Expense Type - Text Message page (EX_TXTMSG_MAP_PNL) to map an expense type description to expense types.

Navigation:

Set Up Financials/Supply Chain > Product Related > Expenses > Mapping > Map Expense Type to Text Msg

This example illustrates the fields and controls on the Expense Type - Text Message page.

 Expense Type - Text Message page

Field or Control

Description

Search Criteria

Select an expense type. The search criteria helps you retrieve those expense types that you entered in the search criteria.

Expense Type

Select an expense type to add an expense item.

Description

Displays the description as set up in the Expense Types 1 Page. For more information, see Setting Up Expense Types

Alternate Description

Enter a alternate description about the expense transaction.

When PeopleSoft processes a text message received from Twilio, PeopleSoft uses the expense type definition. If no match found, the system will look at the alternate description mapping setup on this page.

Alternate Description must be unique and it cannot be used for multiple expense types.

However, you can define multiple keywords for the same expense type. For Example: LODGING expense type can have multiple keywords such as Hotel, Lodging, Accommodation etc.

This table maps a expense type description received as a text message from Twilio to an expense type.

Mapping Table

Mapping from

Mapping to

EX_TXTMSG_MAP_PNL

Text Message from Twilio

EX_TYPES_TBL