Analyzing Expense Life Cycles

You use the expense life cycle pages to analyze expenses at each stage of the expense cycle and by account, department, manager, supplier, or work order.

Note: This topic uses the expense life cycle work order summary and details as an example. Similar functionality applies to the other dimensions (account, department, manager, supplier, and work order) and respective detail pages.

Page Name	Definition Name	Usage
Expense Life Cycle (summary) Page	SPR_EXPCYC_DASH_PG	View expense life cycle summary graphs and data. Access detail pages.
Expense Life Cycle - Account by Status Page	SPR_EXPCYCAM_PG	View expenses that are incurred by account and status. Expense Life Cycle (summary) Page
Expense Life Cycle - Account Details Page	SPR_EXPCYCAR_PG	View account details of expenses that are incurred by selected status. Expense Life Cycle (summary) Page
Expense Life Cycle - Department by Status Page	SPR_EXPCYCDM_PG	View expenses that are incurred by department and status. Expense Life Cycle (summary) Page
Expense Life Cycle - Department Details Page	SPR_EXPCYCDR_PG	View department details of expenses that are incurred by selected status.
Expense Life Cycle - Manager by Status Page	SPR_EXPCYCMM_PG	View expenses that are incurred by manager and status. Expense Life Cycle (summary) Page
Expense Life Cycle - Manager Details Page	SPR_EXPCYCMR_PG	View manager details of expenses that are incurred by selected status. Expense Life Cycle (summary) Page
Expense Life Cycle - Supplier by Status Page	SPR_EXPCYCVM_PG	View expenses that are incurred by supplier and status. Expense Life Cycle (summary) Page
Expense Life Cycle - Supplier Details Page	SPR_EXPCYCVR_PG	View supplier details of expenses that are incurred by selected status. Expense Life Cycle (summary) Page
Expense Life Cycle - Work Order by Status Page	SPR_EXPCYCWM_PG	View expenses that are incurred by work order and status.
Expense Life Cycle (details) Page	SPR_EXPCYCWR_PG	View work order details of expenses that are incurred by selected status.

The PeopleSoft system delivers expenses organized in these status categories:

Status	Description
Entered.	Timesheets and progress logs that are entered but not approved. These include timesheets and progress logs that are pending or denied status.
Submitted.	Timesheets and progress logs that are submitted by a service provider, but are not approved.
Approved.	Timesheets and progress logs that are approved but not invoiced.
Invoiced - Not Approved.	Timesheets and progress logs that are invoiced but pending approval. These include invoices that are generated, submitted to manager for approval, submitted to supplier for approval, rejected, rejected by supplier, and in adjusted status.
Invoiced - Supplier Approved.	Timesheets and progress logs that are invoiced and approved by the supplier.
Invoice Approved - Not Processed.	Timesheets and progress logs that are invoiced and approved, but not processed for billing.
Invoice Processed.	Invoices that are approved and processed.

The expense life cycle calculations include expenses from timesheets, progress logs, and invoices. For purposes of analysis, the PeopleSoft system delivers mapping for each expense life cycle status category as defined in these tables.

Timesheets

Transaction Translate Value	Transaction Translate Value Description	Expense Life Cycle Status
ADJ	Adjusted	Approved
DEN	Denied	Entered
HLD	Hold	Submitted
PND	Pending	Entered
RAP	Approved	Approved
SUB	Submitted	Submitted

Note: Timesheet entries are mapped for analysis purposes at the detailed level.

Progress Logs

Transaction Translate Value	Transaction Translate Value Description	Expense Life Cycle Status
APR	Approved	Approved
DEN	Denied	Entered
HLD	Hold	Submitted
PND	Pending	Entered
SUB	Submitted	Submitted

Note: Progress log entries are mapped for analysis purposes at the detailed level.

Invoices

Invoice Status	Expense Life Cycle Status
Generated.	Invoiced - Not Approved.
Approved.	Invoice Approved - Not Processed.
Processed.	Invoice Processed.
Submitted.	Invoiced - Not Approved.
Rejected.	Invoiced - Not Approved.
Submitted to Supplier.	Invoiced - Not Approved.
Approved by Supplier.	Invoiced - Supplier Approved.
Rejected by Supplier.	Invoiced - Not Approved.
Canceled.	Not applicable.
Adjusted.	Invoiced - Not Approved.

Note: Invoice entries are mapped for analysis purposes at the header level.

Use the Expense Life Cycle (summary) page (SPR_EXPCYC_DASH_PG) to view expense life cycle summary graphs and data.

Access detail pages.

Navigation:

Services Procurement > Interactive Reports > Expense Life Cycle

Field or Control	Description
Total Amount	Displays total costs from time, expenses, and progress logs, including those in the various processing stages, by work order.

Use the Expense Life Cycle - Work Order by Status page (SPR_EXPCYCWM_PG) to view expenses that are incurred by work order and status.

Navigation:

Click the Work Order link on the Expense Life Cycle (summary) page for work order.

Field or Control	Description
Total Amount	Displays the total costs from time, expenses, and progress logs for all work orders by status.

Use the Expense Life Cycle (details) page for a dimension and status.

The system displays detailed information about the work order for the selected status.

Analyzing Expense Life Cycles

Pages Used to Analyze Expense Life Cycles

Understanding Expense Life Cycle Statuses

Timesheets

Progress Logs

Invoices

Expense Life Cycle (summary) Page

Expense Life Cycle - Work Order by Status Page

Expense Life Cycle (details) Page