Related Information About Expense Management Policies

The information in this table provides additional information about setting up JD Edwards EnterpriseOne Expense Management policies:

Step

Description

Copying Expense Management Policies

If you need to add several similar policies, you can use the copy feature to copy policy rules.

When you copy a policy, the system also copies the associated audit rules and expense category attributes.

You can revise any information about the policy when you copy it.

Revising Policy Rules

You can revise any information related to the policy rules. Changes that you make to a policy do not affect expense reports that have been previously submitted.

Revising Audit Rules

You can add or revise the audit rules that are associated with a policy at any time. You access audit rules by choosing the corresponding selection from the Row menu on the Work With Policies form.

Revising Expense Category Attributes

You can add, remove, or revise expense category attributes that are associated with the policy at any time. You access expense category attributes by choosing Expense Category Setup from the System Setup menu (G09E41).