Defining PeopleSoft Expenses Processing Role Exceptions

To define processing role exceptions for PeopleSoft Expenses, use the Expense Role Exceptions (EX_ROLE_EXCEPTION.GBL) component.

Page Name

Definition Name

Usage

Expenses Role Exceptions Page

EX_ROLE_EXCEPTION

Establish allowable amounts by role by expense type.

Use the Expenses Role Exceptions page (EX_ROLE_EXCEPTION) to establish allowable amounts by role by expense type.

Navigation:

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

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

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

 Expenses Role Exceptions page

Role Exception Setup for Expense Type

Field or Control

Description

Expense Type

Select the expense type to create a new rate or amount tolerance level for the selected role.

Role Rate % (role rate percentage)

Designate the percentage above or below the location or per diem rate that an employee in this role can exceed before the system requires a comment.

Allow Overage

Select to allow an employee in this role to exceed the location or per diem rate up to the tolerance percentage above the role rate. If this option is not selected, the system enforces stop limits and does not allow employees to exceed the allowable amount on an expense report.

% Tolerance (percentage tolerance)

Designate the percentage above the location or per diem rate and role rate that an employee in this role can exceed before the system requires a comment.

Unlimited Tolerance

Select to allow an employee in this role to enter any amount for the expense type without the system requiring a comment.

Role Exception Setup for Expense Type Group

Field or Control

Description

Expense Type Group

Select the expense type group to create a new rate or amount tolerance level for the selected role.

Role Rate % (role rate percentage)

Designate the percentage above or below the location rate that an employee in this role can exceed before the system requires a comment.

Allow Overage

Select to allow an employee in this role to exceed the location rate up to the tolerance percentage above the role rate. If this option is not selected, the system enforces stop limits and does not allow employees to exceed the allowable amount on an expense report.

% Tolerance (percentage tolerance)

Designate the percentage above the location rate and role rate that an employee in this role can exceed before the system requires a comment.

Unlimited Tolerance

Select to allow an employee in this role to enter any amount for the expense type group without the system requiring a comment.