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APPLIES TO: Type:

HOWTO
Status:
PUBLISHED
Oracle Purchasing - Version 11.5.10 and later Last Major
Update: 08-Feb-2013
Information in this document applies to any platform. 03-Nov-2016
Last
PERWSHRG - Combined Person & Assignment Form
Update: English 
POXRUACC - Expense Account Rules Language:
POXPOEPO - Enter Purchase Orders

Related Products
Oracle Purchasing
Oracle Purchasing

Checked for relevance on 18-Sep-2007 Information Centers

With Release 11.5.10, the Expense Charge Account can be defaulted into purchasing documents based upon Category based
Information Center:
rules and default employee charge accounts. This document will explain the setup and use of this feature. Purchasing FAQ [1586684.2]

Information Center:
SOLUTION Procurement Suite Index
[1391332.2]
To enable default expense accounts based upon category rules: Information Center:
Purchasing [1391694.2]
Assign a Default Expense Account to the Employee:

Note: This step is no longer required but can be used to default in part of the account string, while using the Document References
category rules to change only specific segments.
About Oracle Purchasing in
Oracle Supply Chain
1. Log into Human Resources responsibility. Management Family Pack J
2. Select People/Enter and Maintain. [258521.1]
3. Query employee name.
4. Click Assignment Button.
5. Select Purchase Order information tab. Recently Viewed
6. Enter appropriate Set of Books for employee and a Default Expense Account.
7. Save record.
 
Create Category Based Charge Account Rule(s):

1. Log into Purchasing responsibility.

2. Select Setup/Financials/Accounting/Expense Account Rules.
3. Enter default value desired per category, per Segment.

For example, Category EXPENSE.TRAVEL could insert the appropriate Account segment for an Employee default charge
account whenever that category is used on a requisition, purchase order or release.

After this setup is completed, whenever this category is used on a requisition, purchase order or release, the segment or
segments for which the category based rules have been created will be inserted in place of the employee default account
segment(s).

Additional requirement:

For purchase orders and releases, the default charge account is linked to the requester field in purchase order distributions.
This field must be populated for the charge account to default.

NOTE:

The Category based charge account rules will only be used if a default expense account exists for the employee. Even though
the entire account string can be substituted via the rules, they will only be utilized if an existing account is in place. For
Expense items (which have item code) and expense destination, the expense account rules will be applied only for the
employee charge account once the expense account at the item organization level removed.

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