How can I prevent automatic population of expense fields?

By creating the profile option, EXM_DFLT_FROM_PREV_EXPENSE, on the Manage Administrator Profile Values page and setting the Profile Value to N at the site, product, or user level.

On the Create Expense Item page, when you create a new expense item, these fields are automatically populated from the previous expense item:

  • Date

  • Template

  • Expense Location

  • Currency: Ledger currency and reimbursement currency

  • Expense Template

  • Accounting fields: Company and Department

  • Project fields: Project Number and Task Number

When the profile option value is set to N, the application automatically populates the following fields when you create a new expense item:

  • Currency: Populates with the ledger currency as set up in Human Capital Management.

  • Company and Department: Populates with values that are set up in your default expense account in Human Capital Management.

When the profile option value is set to N and you create a new expense item, the application leaves these fields blank:

  • Template

  • Expense Location

  • Project Number and Task Number

When the profile option value is set to Y, all values that populate fields from a previous expense item will continue to populate the same fields for new expense items.

Note: You can optionally prevent automatic population of the Conversion Rate field by deselecting the Default conversion rate check box on the Edit Conversion Rates and Policies page for a business unit.