Determining Employee Payment Option

The payment option allows you to determine the source of payments for PeopleSoft Expenses.

The Payment Destination option applies to cash advances and expense report reimbursements. It is defined in three different locations: installation, business unit, and employee, and is used during the Stage Payment process.

The system looks at the employee level to see the option selected on the User Payment Option Page.

If this option is Payables or Payroll, then the system uses this method for payment.
If this option is Default from Business Unit, then the system uses the option selected on the Expenses Definition - Business Unit 1 Page.
If this option is Default from Installation, then the system uses the option selected on the Application Fundamentals: Installation Options - Expenses Page.

The system looks at the business level to see the option selected on the Expenses Definition - Business Unit 1 Page when the employee level option is Default from Business Unit. If the business unit option is:

Payables or Payroll, then the system uses this method for payment.
Default from Installation, then the system uses the option selected on the Application Fundamentals: Installation Options - Expenses Page.

For additional information about the Stage Payments process, see Staging Payments.

Pages Used to Determine Employee Payment Option

Determine the Payment Destination option for an employee.

Page Name	Definition Name	Usage
Application Fundamentals: Installation Options - Expenses Page	INSTALLATION_EX	Define installation options for Expenses.
Expenses Definition - Business Unit 1 Page	BUS_UNIT_TBL_EX1	Define a PeopleSoft Expenses business unit.
User Payment Option Page	EX_USER_PYMNT	Determine the source of expense payments for an employee

User Payment Option Page

Use the User Payment Option page (EX_USER_PYMNT) to determine the source of expense payments for an employee.

Navigation:

Employee Self-Service, and then Travel and Expenses, and then Review/Edit Profile

Travel and Expenses, and then Manager Employee Information, and then Update Employee Detail

This example illustrates the fields and controls on the User Payment Option page.

Field or Control	Description
Option	Select one of these options, which is used during the Stage Payments process: Accounts Payable Default from Business Unit - select to use the option selected in the Payment Destination section of the Expenses Definition - Business Unit 1 Page. Default from Installation - select to use the option selected in the Payment Destination section of the Application Fundamentals: Installation Options - Expenses Page. Payroll The system default is Default from Installation. Note: When you run the Load Employee Data process to update employee data from PeopleSoft Human Capital management, the system automatically defaults this value to Default from Installation. See Integrating With PeopleSoft Human Resources.

Field or Control

Description

Option

Select one of these options, which is used during the Stage Payments process:

Accounts Payable
Default from Business Unit - select to use the option selected in the Payment Destination section of the Expenses Definition - Business Unit 1 Page.
Default from Installation - select to use the option selected in the Payment Destination section of the Application Fundamentals: Installation Options - Expenses Page.
Payroll

The system default is Default from Installation.

Note: When you run the Load Employee Data process to update employee data from PeopleSoft Human Capital management, the system automatically defaults this value to Default from Installation. See Integrating With PeopleSoft Human Resources.