Defining PeopleSoft Expenses Processing Roles

To define processing roles for PeopleSoft Expenses, use the Expense Role (EX_ROLE_GBL) component.

Page Used to Define Expenses Processing Roles for PeopleSoft Expenses

Page Name	Definition Name	Usage
Expenses Role Setup Page	EX_ROLE	Establish roles for employees depending on their positions in the company.

Expenses Role Setup Page

Use the Expenses Role Setup page (EX_ROLE) to establish roles for employees depending on their positions in the company.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Management, and then Expense Role

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expenses System, and then Roles and Exceptions, and then Expense Roles

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

Use this page to associate an employee privilege template with a role for each transaction. If you do not define an employee privilege template for one or more transaction types, or for a role, the system uses the employee privilege template that is defined on the Business Unit Privileges page.

Field or Control	Description
Transaction Type	Select a transaction type that is associated with the privilege template to associate it with the processing role. Applicable transaction types are Expense Report, Time Report, Cash Advances, and Travel Authorization.
Privilege Template	Select the predefined employee privilege template that is associated with the transaction type assigned to the expense role.