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.