PeopleSoft Expenses Implementation

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 documentation.

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

This table lists all of the components that have component interfaces:

PeopleSoft Expenses Component

Component Interface

Reference

Distance Rate (EX_AUTO_RT_TBL)

EX_AUTO_RATE_SETUP

See Setting Up Distance Rates.

Expense Type - Corporate Card (EX_CCET_MAP_TBL)

EX_CCET_MAP_SETUP

See Mapping Corporate Card Data.

Country Code (EX_COUNTRY_MAP_PNL)

EX_COUNTRY_MAP_SETUP

See Country Code Page.

Currency Code (EX_CURRNCY_MAP_PNL)

EX_CURRENCY_MAP_SETUP

See Currency Code Page.

Expense Location (EX_LOCTION_MAP_PNL)

EX_LOCATION_MAP_SETUP

See Expense Location Page.

Merchant Category Group (EX_VIS_MCG_TBL)

EX_VIS_MCG_MAP_SETUP

See Merchant Category Group Page.

Employee Profile - Organizational Data (EX_EE_PROFILE2)

EX_EE_ORG_DTA_SETUP

See Maintaining Employee Organizational Data.

Employee Profile - Bank Accounts (EX_EE_PYMNT_DTL)

EX_EE_ORG_DTA_SETUP

See Maintaining Employee Bank Account Data.

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.

Expense Location Amount (EX_LOC_AMOUNT)

EX_LOC_AMOUNT_SETUP

See Setting Up Expense Locations and Amounts.

Preferred Merchant (EX_MERCHANT)

EX_MERCHANT_SETUP

See Setting Up Preferred Merchants.

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.

See Also: PeopleTools: Integration Broker Service Operations Monitor and PeopleTools: Integration Broker Testing Utilities and Tools.