Supply Chain › Travel & Expense
Expense Policy
The caps, the daily limits and the receipt thresholds each claim is measured against.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Travel & Expense
- Screen: Expense Policy
Address in the console: /scm/expense-policies
List · 14 columns · 29 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Policy | Code | code |
| Name | Text | name |
| Applies to | Status | expense_type |
| Country | Text | country |
| Grade | Text | grade |
| Cap | Amount | max_amount |
| Per day | Amount | max_per_day |
| Limit | Amount | limit_amount |
| Enforcement | Status | enforcement |
| Book ahead | Number | advance_days_required |
| Receipt above | Amount | requires_receipt_above |
| Pre-approval | Yes or no | requires_pre_approval |
| Posts to | Code | gl_account_no |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Policy code required | Text | ||
| Name required | Text | ||
| Applies to required | Choice | Configuration list | |
| Maximum for one line | Number | ||
| Maximum per day | Number | ||
| Receipt required above | Number | ||
| Extra approval above | Number | ||
| Needs pre-approval | Yes or no | ||
| Posts to | Choice | Looked up from existing records | |
| Expense type (master) | Choice | Looked up from existing records | |
| Country | Text | Blank means any, which keeps the rule count small. | |
| City | Text | ||
| Grade | Text | ||
| Worker type | Text | ||
| Limit is | Choice | per_transaction, per_day, per_night, per_person, per_trip, per_month | |
| Limit | Number | ||
| Currency | Text | ||
| Enforcement | Choice | block, approve, warn, inform, none | A policy that can only refuse gets worked around; one that can only warn is ignored. |
| Escalate to role | Text | ||
| Justification required | Yes or no | ||
| Book at least (days) ahead | Number | A flight booked two days out costs about three times one booked three weeks out. | |
| Cabin classes allowed | Text | ||
| Above flight hours | Number | ||
| From | Date | ||
| To | Date | ||
| Priority | Number | ||
| Guidance | Long text | ||
| Description | Long text | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.