Mapping Corporate Card Data

To map corporate card data, use the following components:

• Adv Source - Corporate Card (EX_ADV_SRC_MAP.GBL).

• Expense Type - Corporate Card (EX_CCET_MAP_TBL.GBL).

• Data Source - SetID (EX_SETID_MAP_PNG.GBL).

• Payment Type - Corporate Card (EX_EM_MAP_TBL.GBL).

• Merchant Category Group (EX_VIS_MCG_MAP.GBL).

Pages Used to Map Corporate Card Data

Page Name	Definition Name	Usage
Data Source - SetID Page	EX_SETID_MAP_PNL	Map external data sources to SetIDs.
Payment Type - Corporate Card Page	EX_EM_MAP_TBL	Map credit card codes to payment types.
Expense Type - Corporate Card Page	EX_CCET_MAP_TBL	Map a credit card supplier's merchant category group to expense types.
Advance Source - Corporate Card Page	EX_ADV_SRC_MAP	Map credit card cash advance codes to cash advance sources.
Merchant Category Group Page	EX_VIS_MCG_MAP	Map merchant category codes to merchant category groups.
Expense Type - Enhanced Data American Express / Visa 4.4 Page	EX_ENNC_DATA2 (American Express or Visa 4.4) EX_ENNC_DATA2 (all others)	Map credit card enhanced data to expense types.

Data Source - SetID Page

Use the Data Source - SetID page (EX_SETID_MAP_PNL) to map external data sources to SetIDs.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Mapping, and then Map Cred Card Source to SetID

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expense System, and then Map Corporate Card Data, and then Data Source - SetID

This example illustrates the fields and controls on the Data Source - SetID page. You can find definitions for the fields and controls later on this page.

This table maps external data sources to SetIDs that are used in mapping other expenses information, such as benchmark expenses.

Mapping Table	Mapping from	Mapping to
EX_BNCHMRKSETID	External file	SETID_TBL

Payment Type - Corporate Card Page

Use the Payment Type - Corporate Card page (EX_EM_MAP_TBL) to select corporate card issuer and map corresponding credit card codes to payment types.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Mapping, and then Payment Type - Corporate Card

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expense System, and then Map Corporate Card Data, and then Payment Type - Corporate Card

This example illustrates the fields and controls on the Payment Type - Corporate Card page.

Select the data source, SetID for the corporate card issuer, and corporate card issuer for making a payment. Based on this information, the credit card code maps to the payment type.

Note:

The SetID Card Issuer column only appears when the Credit Card Multiple Vendor option is selected on the Application Fundamentals: Installation Options - Expenses Page.

Mapping Table	Mapping from	Mapping to
EX_EM_MAP_TBL	External data files	EX_EXP_MTHD_TBL

Expense Type - Corporate Card Page

Use the Expense Type - Corporate Card page (EX_CCET_MAP_TBL) to map a credit card supplier's merchant category group to expense types.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Mapping, and then Expense Type - Corporate Card

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expense System, and then Map Corporate Card Data, and then Expense Type - Corporate Card

This example illustrates the fields and controls on the Expense Type - Corporate Card page. You can find definitions for the fields and controls later on this page.

This table maps the credit card supplier's merchant category group to an expense type in PeopleSoft Expenses. Mapping enables credit card feeds to populate expense lines automatically when an employee selects credit card transactions to process an expense report.

Field or Control	Description
Enhanced Data: MasterCard #.#/Visa #.#	Click to access the Expense Type - Enhanced Data page for Visa and Master Card. The “#” sign indicates the release in which the PeopleSoft system integrates with the credit card supplier.
Enhanced Data: American Express / Visa #.#	Click to access the Expense Type – Enhanced Data page for American Express and Visa. The “#” sign indicates the release in which the PeopleSoft system integrates with the credit card supplier.

Mapping Table	Mapping from	Mapping to
EX_CCET_MAP_TBL	Credit card supplier files	EX_TYPES_TBL

Advance Source - Corporate Card Page

Use the Advance Source - Corporate Card page (EX_ADV_SRC_MAP) to map credit card cash advance codes to cash advance sources.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Mapping, and then Define Credit Card Sources

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expense System, and then Map Corporate Card Data, and then Adv Source - Corporate Card

This example illustrates the fields and controls on the Advance Source - Corporate Card page. You can find definitions for the fields and controls later on this page.

This table maps the credit card supplier's industry cash advance code to a cash advance source in PeopleSoft Expenses. Because cash advance line items require an advance source, mapping enables automatic population of cash advance lines by credit card feeds when employees process credit card transactions.

Mapping Table	Mapping from	Mapping to
EX_ADV_MAP_TBL	Credit card supplier file	EX_ADV_SRC_TBL

Merchant Category Group Page

Use the Merchant Category Group page (EX_VIS_MCG_MAP) to map merchant category codes to merchant category groups.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Expenses, and then Mapping, and then Define Merchant Cat Group

• Travel and Expenses, and then Travel and Exp Admin Center, and then Define Expense System, and then Map Corporate Card Data, and then Merchant Category Group

This example illustrates the fields and controls on the Merchant Category Group page. You can find definitions for the fields and controls later on this page.

This table maps standard industry merchant category codes to merchant category groups. The mapping table works with the Expense Type - Corporate Card map to associate credit card transactions with expense types through the Merchant Category Group field. This mapping is used by Visa International, MasterCard, and US Bank.

Mapping Table	Mapping from	Mapping to
EX_VIS_MCG_MAP	Standard industry codes provided by the supplier	EX_CCET_MAP_TBL

Expense Type - Enhanced Data American Express / Visa 4.4 Page

Use the Expense Type - Enhanced Data American Express / Visa 4.4 page (EX_ENHC_DATA2) to map credit card enhanced data to expense types.

Navigation:

Click the Enhanced Data: Supplier link on the Expense Type - Corporate Card page.

This example illustrates the fields and controls on the Expense Type - Enhanced Data American Express / Visa 4.4 page. You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Expense Type - Enhanced Data MasterCard 3.0 / Visa 4.0 page.

If you are using enhanced credit card data for hotel transactions, you must map the fields that are available in the detail and summary records to an expense type.

This table maps the credit card supplier's enhanced data to an expense type in PeopleSoft Expenses. Mapping enables credit card feeds to populate expense lines when an employee selects credit card transactions to process an expense report.

Note:

If the setup of enhanced data expense type is not correct or is incomplete, the expense type of the enhanced data row that is created is updated with the expense type from the original financial transaction. For example, if there is not an expense type set up for MiniBar, the enhanced data rows are assigned an expense type of Lodging, which is the expense type associated with the original financial transaction.