Securing ChartFields for PeopleSoft Expenses
This topic provides an overview of securing ChartFields for PeopleSoft Expenses and describes the components in PeopleSoft Expenses that support ChartField Security.
PeopleSoft Expenses does not secure access to transaction pages and accounting data.
PeopleSoft Expenses has its own security; therefore, it does not use ChartField Security to restrict access to transaction pages and accounting data. Employees should always be able to view their past transactions, even if they no longer have authority to view a specific ChartField. For example, employee A had access to department ID 42000 but has moved to department 50000. He or she can view all expense reports for all departments of which he or she was, or is, a member.
See PeopleSoft FSCM: Application Fundamentals product documentation.
Secure ChartField Prompt Values
The Expenses components secure the ChartField prompt values with the exception of the Project ID field.
Securing the Project ID prompt values in the Expense components depends on whether PeopleSoft Project Costing is installed:
If PeopleSoft Project Costing is installed, Expenses excludes the Project ID field from ChartField Security.
Expenses observes project team security to secure the Project ID field.
If PeopleSoft Project Costing is not installed, Expenses does not exclude the Project ID field from ChartField Security.
Note: The exception is for Time Entry and Employee Profile components, for which the Project ID field is always excluded from ChartField Security and is not dependant on whether or not Project Costing is installed.
The following table lists the components in PeopleSoft Expenses that support ChartField Security:
|
Component |
Component Description |
|---|---|
|
EX_ACCTG_DRILLDWN |
Journal Entry Detail |
|
EX_BGTCHK_TAUTH |
Cancel Travel Authorizations |
|
EX_EE_PROFILE |
Employee Profile |
|
EX_EE_PROFILE2 |
Employee Profile |
|
EX_SHEET_APPR |
Approve Expense Report |
|
EX_TAUTH_APPR |
Approve Travel Authorization |
|
KK_XCP_EX1 |
Travel Authorization Exceptions |
|
KK_XCP_EX2 |
Expense Sheet Exceptions |
|
KK_XCP_EX3 |
Period End Accrual Exceptions |
|
KK_XCP_EX4 |
Period End Accrual Exceptions |
|
TE_EXPENSE_SHEET |
Expense Report Entry |
|
TE_EXPENSE_SHEET2 |
Expense Report Entry |
|
TE_EXPENSE_SHEET_J |
Journal Expense Sheet |
|
TE_TIME_ENTRY |
Time Report Entry |
|
TE_TIME_ENTRY2 |
Time Report Entry |
|
TE_TRAVEL_AUTH |
Travel Authorization Entry |
|
TE_TRAVEL_AUTH2 |
Travel Authorization Entry |
|
TE_UNPOSTED_SHEET |
Unposted Expense Report |