Prerequisites

Set up an address book record for each employee who uses the JD Edwards EnterpriseOne Expense Management system. You must set up the employee's address book record, and you must enter Y in the Payables Y/N/M field on the Additional tab. Otherwise, the employee is not eligible for reimbursements.

See "Updating and Purging Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

Set up an address book record for each credit card company that you will reimburse directly for employee expenses.

Set up a supplier record for each employee that will be reimbursed from the JD Edwards EnterpriseOne Accounts Payable system.

See "Entering Supplier Master Information" in the JD Edwards EnterpriseOne Applications Accounts Payable Implementation Guide.

Set up a supplier record for each credit card company that you will reimburse directly for employee expenses.

Set up employee master records for each employee that will be reimbursed from the JD Edwards EnterpriseOne Payroll system.

See "Adding Employee Records One at a Time" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

Set up user-defined structure codes for creating grouped distribution lists, if you want to enable multiple managers to approve the expense report of an employee.

Set up the distribution list for any structure type that you use for setting up employee profiles.

Set up any member of the distribution list who receives approval workflow messages with workflow queue security.