Construct ESS - Expenses - Setup

Before the Expenses screen can be used, the user must have their profile correctly set up in Enterprise, as described in the steps below.

  1. Users should ensure that their username has been assigned an employee number in the User Maintenance screen.

    Sample of the Employee No. field on the User Maintenance screen

    Pgm: SDUSRMNT - User Maintenance; standard Treeview path: System Data > Security > Users > User Maintence

  2. Find the employee number on the Employee Profile screen. On the Address tab, ensure that the Business Partner Code field is assigned a code.

    Sample of the Business Partner Code field on the Employee Profile

    Pgm: PYEMPLOY - Employee Profile; standard Treeview path: Human Resources > Personnel > Employee Profile

  3. Navigate to the Employee Dashboard screen on the Human Resources module to grant or modify employee access to the ESS/E-time license.

    Screenshot of the Employee Dashboard screen

    Pgm: HREMPLOYEEDASHBOARD – Employee Dashboard; standard Treeview path: Human Resources > Personnel > Employee Dashboard

  4. Users must have the Construct Expense program assigned to their ESS role to access expenses within the mobile app. Navigate to: ESS > Security > Role Maintenance > Role > Assign Program and check the Granted box associated to Construct Expense, as shown in the screenshot below.

  5. Under the Image Manager section of the Imaging Control screen, the Project Type field is set to "Expense" and the Expense Document Type and Source fields should be set to the appropriate document type and source. This setting in the Imaging Control screen is system-wide so you just need to ensure that the user belongs to an Imaging security group that has access to the AP Expense document type and source.

    Sample of the Image Manager section on the Imaging Controls

    Imaging Controls; standard Treeview path: Imaging > Setup > Imaging Control

  6. Navigate to the Document Types screen of the Imaging module and ensure that the AP Expense document type is linked to the appropriate workflow (e.g. AP Registered Workflow).

    Screenshot of linking the appropriate workflow to the AP Expense document type on the Document Types screen

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types

  7. In the Self Service tab of the System Options screen, set the Expense Workflow in Construct ESS field to "Account Payable".

    Sample of the Expense Workflow in Construct ESS field on the System Options screen

    Pgm: SYSOPT - System Options; standard Treeview path: System Data > Setup > System Options

  8. In the Voucher tab of the AP Control File screen, enter a rate in the Mileage Rate field, as shown in the screenshot below.

    Sample of the Mileage Rate field on the AP Control File

    Pgm: APCTRLFM - AP Control File; standard Treeview path: Accounts Payable > Setup > Local Tables > Control File Options