Process Expense Reports (tcbod1200m000)

Use this session to process expense reports.

When processing the received expense reports, these steps are completed:

  1. Post the expenses to Infor LN People as General Expenses or Project Expenses. All expenses generate integration transactions that result in General Ledger transactions, using the mapping scheme. Additionally, project expenses update the Project Cost history.
  2. Generate a purchase invoice in Accounts Payable for the expense report, so the expenses can be reimbursed to the employee. This step is optional. Select the Reimburse Expenses of External Employees or Reimburse Expenses of Internal Employees check boxes in the BOD Parameters (tcbod0100m000) session to enable this functionality.
Note: 

In People, you can view the expense report transactions in these sessions:

  • Project Expenses (bptmm1111m100)
  • General Expenses (bptmm1111m300)

The Line Origin is set to External for the expense report transactions in these sessions.

Field Information

Expense Report

The From and To fields define a range of: codes of Expense Reports that must be processed.

Employee

The From and To fields define a range of: employee codes related to the Expense Report.