Setting Up Group Profiles

Access the Define Group Profile form.

Group

Enter a name to group employees according to reimbursement policy, and reimbursement method, and currency. You can override the reimbursement method and currency for individual employees in the employee profile.

Policy Name

Enter the name of an expense policy. The expense policy determines the expense categories that are available for reimbursement and provides the rules for each expense category such as the daily allowance amount, audit limits, receipt requirements, whether a preferred supplier is required, and so on.

Specify the policy that you want to associate with the group of employees.

Exchange Rate Identifier

Enter a value that specifies the exchange rate to use for expenses incurred in a foreign currency.

This required field appears only when multicurrency is activated in the General Accounting Constants.

Approval Required,Approval by Exception,Approval Not Required

Specify whether an expense report needs to be approved by a person with the appropriate authority before it is processed by the accounting department.

Use Travel Advance

Specify whether travel advances are allowed for employees assigned to the group. If you select this option, the system displays the Advance field on the Edit Expense Detail Information form.

Reimbursement Method

Enter a UDC (09E/RM) that specifies whether to reimburse the employee or the employee's credit card company, and whether the payment should be generated from the JD Edwards EnterpriseOne Accounts Payable system or the JD Edwards EnterpriseOne Payroll system.

Reimbursement Currency

Specify the currency in which the expense report will be reimbursed.

If the reimbursement method is from the JD Edwards EnterpriseOne Accounts Payable system (1, 2, or 3), the system uses the reimbursement currency from the employee profile, if specified. Otherwise, the system uses the reimbursement currency of the group profile assigned to the employee profile.

If the reimbursement method is from the JD Edwards EnterpriseOne Payroll system (4 or 5), the system uses the currency code assigned to the company in which the employee's home business unit resides, regardless of the reimbursement currency assigned to the group profile.