Understanding Expense Category Attributes

After you set up audit rules for the policy, the system prompts you to set up the attributes (additional information) for each expense category defined in the policy. After you complete entering attributes for the first expense category or click Cancel to bypass it, the system automatically displays the next expense category.

The system displays the expense category attributes that you set up as fields on the Additional tab when you enter the expense report and use the expense category. For example, if the expense category is Airfare, you can define expense category attributes, such as Ticket Number, Ticket Status, Airline, and so on, to track the information that is important to the company. When you enter an expense report for airfare, the system prompts you to complete the additional fields that you set up.

When you define expense category attributes, you can either select values from UDC 09E/EF (Expense Detail Field) that directly correspond to fields in the Expense Report Detail table (F20112) or select fields from the data dictionary to set up user-defined fields if a field does not exist in table F20112.

Note: You must set up ADDLCMT (additional comment) as an expense category attribute if the expense category is set up to use a preferred supplier.