How to complete the initial steps of an expense report up to the Expense Details page

How to complete the initial steps of an expense report up to the Expense Details page

Document number: 16806

To complete the initial steps of an expense report up to the Expense Details page:

Begin a new expense report. For additional information, see Eureka! document 17207 — How to enter an expense report.
Enter a Report Description. (Example: Trip to New York or Food for department lunch).
In the next field select a Business Purpose from the drop down list.
Enter a Default Location using the search icon ( ). Default Location is where the expense actually took place, not where your PeopleSoft office is located. To see all locations click the search icon, then click the yellow Lookup button. A list will be displayed. To select one of the locations click on the link in the list. You will be returned to the General Information section of your Blank Expense Report.

Note: Be sure to review the entire list to find your city, they are not listed alphabetically. If you do not see your city listed separately choose your country or US - All Other Cities.
The Reference and Comment fields are not mandatory. These fields may be used for tracking or identification purposes. It is okay to leave these fields blank.
To associate this expense report with a particular Project ID you must click the Default Accounting For this Expense Report link. This will take you to the Default Accounting page.

Note: If you do not click on the link shown above you will get a dialog box indicating that you have left the Default Accounting section blank. The message in the dialog box will read " PC Bus Unit, Project , and Activity are required. The Business Unit Options for this Business Unit require that Business Unit, Project and Activity are input" . Click OK on the dialog box. The application will then take to you the Default Accounting page so that you can complete these fields.
There are four required fields on the Default Accounting page, Department, PC Business Unit, Project ID and Activity. The General Ledger Unit and Department fields will default to your home information. If you make any changes to the department field your Expense Report will be routed to that department's manager for approval.
Only employees in Argentina will need to use the Operating Unit field. All other employees should leave this field blank.
Select a PC Business Unit using the search icon. To see all PC Business Units click the search icon, then click the yellow Lookup button. A list will be displayed. To select the location, click on the link in the list. You will be returned to the Default Accounting page.
Continue entering data in this manner for Project ID and Activity until you have all information entered then click the Return to General Information link to continue.

Note: Many of the former Admin Project IDs have been eliminated. This will allow better tracking of expenses overall. If you do not see the Project ID you used prior to February 2002, you will have to select one from the list provided or check with your manager for more information on which Project ID to use.
Click the Continue button.

The Expense Details page will now be open where you can begin entering the details for each expense item.