Configuring Expense Types based on Expense RoleTask
To configure Expense Types based on Expense roles for PeopleSoft Expenses, use the Expense Type (EX_ROLE_EXP_TYPE) component.
This topic discusses how to configure Expense Types based on Expense Role for PeopleSoft Expenses.
Page Name |
Definition Name |
Usage |
---|---|---|
EX_ROLE_EXP_TYPE |
Configure the expense types based on an expense role. |
Use the Expense Role Options – Expense Types Page (EX_ROLE_EXP_TYPE) to configure the expense types based on an expense role.
Navigation:
This example illustrates the fields and controls on the Expense Role Options – Expense Types Page. You can find definitions for the fields and controls later on this page.
![Expense Role Options - Expense Types Page](img/i7cb09f96n-7a0c.png)
You can control the expense types for the expense role based on effective date. All selected expense types are allowed for the expense role.
After you have setup the expense types for an expense role, you must also ensure that the expense role is attached to the employee via Employee Profile. When an employee creates an Expense Report or a Travel Authorization, the expense type list that is displayed is based on the setup you have done Expense Role Options – Expense Types Page.
For example, if you disabled an expense type Air Travel for an expense role Consultant, and you link the expense role Consultant to the employee, then, when this employee creates an Expense Report, Air Travel will not be displayed in the expense type list.
When you create a new expense type, by default, the newly created expense type will be allowed for all users. If you want to limit the use of this expense type for some users, you must not select the check box for this expense type in the Expense Role Options – Expense Types page, and you make sure the expense role is linked to the users.
When an expense type is set to Inactive, it is also not available for Expense Report and Travel Authorization regardless of whether it is allowed for the expense role. However, when an expense type is set to Active, it is available for users only if it is set to Allowed for the expense role.
Field or Control |
Description |
---|---|
All |
Display all expense types |
Allowed |
Display all expense types that are allowed for the expense role |
Not Allowed |
Display all expense types that are not allowed for the expense role |