Changing Expense Type of CC Import

[former_member187573]

We are setting up Employee Groupings for Expense Types. If a credit card receipt is imported and the assigned expense type is not permissible for the Employee Grouping, the employee is unable to change the expense type in ESS. The expense type can be change in transaction TRIP. Are we missing a setting to allow the employee to change the expense type to a permissiable one in ESS?

Thanks you in advance for your assistance.

[former_member187573]

I guess maybe I was not detailed enough in my original post. We have set up the groupings and they work as expected in the SAP GUI.

Further info on the scenario that is causing problems. We have MCC codes mapped to 30 VISA Expense keys. All expense keys are set to be freely changeable. We have 3 Employee Expense Groups, Marketing, Facilities and everyone else. We have made specific expense types permissible to only Marketing or only Facilites. The rest are permissible to everyone.

The problem is: an employee who is not, for instance, in the Facilities group, uses his credit card at Home Depot, for something other than a Facilities expense. The MCC code on the credit card charge from Home Depot is mapped to an expense type restricted to the Facilites group. The employee who made the charge cannot process the CC receipt in ESS because he is not in the Facilites group. In SAP Gui, the expense type can be changed to one that is permissible to the employee, but this is not possible in ESS.

Hoping someone can point us in the direction to allow the expense type to be changed in ESS to a permissible expense type. Again, as I mentioned above all expense type are set to be freely changeable.

Thank you in advance for you assistance.

[Former Member]

Understand, but I guess you should use expense types as default which are accessible to all 3 employee groups.

Even in PR05 changes are possible.

Other solution would be only to influence the file via own enhancement fro the upload logic.

But again - just think of expense types which are allowed in all 3 groups because real live is showing you that all 3 groups are spending in the same stuff.

Best regards,

Sigi

[former_member187573]

Thank you for your reply, Sigi. We had proposed exactly what you are suggesting to our business, but they did not go for the idea. We may have to offer it again as an interim solution until we can get this resolved. Thanks, again, for your response.

Kind regards,

Connie

[Former Member]

Connie

For the expense types in question which are not used across all groupings, you could map the MCC code to a Miscellaneous with just enough configuration to allow the items to show in the CC buffer and can be added to a trip but not enough to save in the trip. This would prompt the user to change the expense type plus allow you to still segregate the expenses across all groupings.

Thanks

Ronnie

[Anwar20]

Hi

You have done any configuration where you gave restriction  for expense type with particular employee grp. while you do the configuration for expense type, there is one option call  ExpTy.Permissibility for the employee group.

Can you check that setting for all the expense types ???? If you have not given permissibly for particular employee group , then those employee will not able do any changes on particular expense types.

Thanks

Anwar

[Former Member]

Hi Connie,

you can define in credit card customizing if the proposal is fix or the employee is allowed to change the proposed expense type....

Hope that helps,

Sigi