1. Expense Management Implementation Guide
  2. Manager

Manager

These processing options control the source of the manager ID and determine the effect of management changes on expense report approvals.

1. Use Manager ID from Employee Master

Specify whether the system retrieves the value for the manager ID from the Supervisor field in the Employee Master Information table (F060116) or whether you must enter the value manually. Values are:

Blank: You must enter the manager ID manually.

1: Retrieves the value for the manager ID from the Supervisor field in the Employee Master Information table. If the value of the supervisor changes, the system automatically displays the new value on the Employee Profile. This eliminates the need to perform dual maintenance for this field.

2. Update pending Expense Reports when Manager is Changed

Specify whether you want the system to update the manager ID on employee expense reports that are not approved, yet. This option is available if you have set the previous processing option for manual entry of manager IDs. Values are:

Blank: Do not update the Expense Report Header table (F20111) with the new manager ID.

1: Update the Expense Report Header table and send a message to the new manager or to the revised group distribution list if you have associated the employee profile with a structure type.

When the system initiates a new workflow process, the previous workflow process is terminated. If an approval process was not completed before the change, the expense report has to go through the entire process again.

3. Update Organizational Structure when Manager is Changed

If this option is equal to 1, the old manager ID will be replaced with the new manager ID in the following Expense Management organizational structure tables, for the structure type specified on the employee profile (F20103). If a structure type is not specified on the employee profile or the new manager already exists in the structure, no update will take place.

Specify whether you want the system to update the organizational structure when an employee's manager changes. You can use this option if you enter manager IDs manually entered on the employee profile instead of using the default manager from the Employee Master Information table. Values are:

Blank: Do not update the organizational structure.

1: Update the organizational structure.

If you specify 1, the system updates the following tables for the structure type that you entered on the employee profile:

  • Address Organization Structure Master table (F0150)

  • Organizational Structure Master table (F98840)

If the employee profile does not include a structure type or if the new manager already exists in the structure, the system does not update the tables.