Rule Assignments for Expense Registration
Explanation
This activity is used to link
expense rules and travel request configurations to a specific employee ID or
employee category in a company. Note that such rule assignments are only
required if the default expense rule and/or the default travel configuration is
not application to employees.
If an employee has a specific agreement in the employment contract, you
must define the expense rules and connect the rules with the employee information in this
window. The set of rules is not company-dependent.
The system will use the following order of priority:
- Company + Emp.No
- Company + Emp. Category
- Default
Prerequisites
In order to perform this activity,
- Employees are required to be defined in the
Employee window.
- Expense rules are required to be defined in the
Expense Rule window.
- Employee categories are required to be defined in the
Employee Category
window.
- Travel request configuration is required to be defined in the
Travel Request
Configuration window.
System Effects
As a result of this entry, the information in the expense form will be based on the
connection to the selected Expense Rule with either the Company ID or Employee Category
for the employee.
Window
Rule Assignments
Related Window Descriptions
Expense Rule Assignments
Procedure
- Open the Rule
Assignments window and create a new record.
- In the Company ID field, specify the company in which you want to
define the assignment.
- Specify an employee category in the relevant field if you want the rule
assignment to apply for all employees belonging to a category. Otherwise,
you can specify an employee ID in the Employee ID field to define the
assignment for one employee. Use the list to select a value.
- Enter an expense rule in the Expense Rule field by using the
list.
- In the Configuration ID field, enter a travel request
configuration ID by using the list.
- Define the validity of the rule assignment using the Valid From and
Valid To fields.
- Save the information.