Understanding Expense Management System Setup

Before using the JD Edwards EnterpriseOne Expense Management system, you must set up user-defined codes (UDCs) and other system information, such as expense categories, policies, group and employee profiles, and account information, that the system uses during processing. You can customize and revise this information to meet changing business requirements.

This table lists and describes the applications that you must set up before using the JD Edwards EnterpriseOne Expense Management system:

Application	Description
User-defined codes	Allow users to customize data for their business.
Policy rules	Define acceptable expenditure amounts based on expense category, expense report type, and location.
Audit rules	Define how the system selects expense reports for audit.
Group profiles	Organize employees into groups based on common criteria.
Employee profiles	Determine how an employee's expenses are processed and reimbursed.
Exchange rate identifiers	Identify the exchange rate to use from the Currency Exchange Rates table (F0015).
Tax mapping table	Specifies tax information by location for all expense categories.
Account mapping table	Maps each expense category and applicable business unit type to the appropriate object and subsidiary account numbers.
Pay type mapping	Maps each expense category by expense report type to a pay type for reimbursement through the JD Edwards EnterpriseOne Payroll system.
Expense reimbursement routing rules	Assign a status to the expense report to indicate its progress in the reimbursement process.
Workflow	Establishes the queues and persons to which workflow messages are routed during the reimbursement process.
Online policies and procedures	Allow the user to access the company's online policies and procedures from within the Expense Entry program (P09E2011).