Step 7: Set up organizations for e-xpense


You can enter a job assignment code for an org9. e-xpense uses the job assignment code in both expense distributions and unallowable expenses.

The instructions below tell you how to enter the data in organization records that is relevant to e-xpense. We assume that you have already set up certain records as part of your application implementation.

To set the job assignment code for organizations

  1. From the JAMIS Administration home page > Setup tab, under Master Files, click Organizations. Or, from the top of any JAMIS Administration screen, click Master Files > Organizations. The Org9 Setup screen appears.

  2. Under Filters, enter the org9 code, then click Retrieve. The org9 information appears in the bottom section of the screen.

  3. Click Edit to the left of the org9. JAMIS makes the org9 data editable.

  4. Enter a job assignment code if you plan to allow employees to distribute expenses to org9s, or if you want to use the job assignment code in the employee's home org9 to find the job number/cost element for charging unallowable expenses.

    Note:
    This applies only to the job assignment code used for charging unallowable expenses. e-xpense looks first to the employee’s master record for the job assignment code entered there. It uses the one in the employee's home org9 only if it is blank in the employee master.

  5. Click Update to commit your organization entries.