{"id":12275,"date":"2018-03-27T00:35:41","date_gmt":"2018-03-27T05:35:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=12275"},"modified":"2023-10-16T05:43:45","modified_gmt":"2023-10-16T05:43:45","slug":"how-to-configure-portal-expense-claims","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2018\/03\/27\/how-to-configure-portal-expense-claims\/","title":{"rendered":"How to configure portal expense claims in Sage X3"},"content":{"rendered":"

1.\u00a0Setup variable to be updated.<\/strong><\/p>\n

\"configure<\/a><\/p>\n

Note:<\/strong> Uncheck Expense notes<\/p>\n

2.\u00a0Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal.<\/strong><\/p>\n

These can be configured as separate variables or can comprise the same variable.<\/p>\n

\"Setup<\/a><\/p>\n

\"company<\/a><\/p>\n

Note:<\/strong> Check the Folder, The variable for the default and\/or maximum values will usually be a company or folder level inputs<\/p>\n

3.\u00a0Input the default and maximum values.<\/strong><\/p>\n

Access either folder values or company values and input the default and the max values<\/p>\n

\"Input<\/a><\/p>\n

4.\u00a0Create an Expense code.<\/strong><\/p>\n

This will be the option available to the employee to select from via the portal.<\/p>\n

\"Create<\/a><\/p>\n

\"Expense<\/a><\/p>\n

Validity<\/strong>– If you intend to only allow this claim during a certain date.<\/p>\n

Default Value<\/strong>– Default Portal Value must be linked to the variable created. If this is left blank there will be no default<\/p>\n

Cap<\/strong>– Maximum Value must be linked to the variable created for this purpose. If this is left blank there will be no maximum applied (very dangerous to ignore!)<\/p>\n

5.\u00a0Add a Pay Preparation Variable.<\/strong><\/p>\n

This is required so as to advise X3 which already configured pay plan variables are available for use as portal expense claim variables.<\/p>\n

\"Pay<\/a><\/p>\n

\"Pay<\/a><\/p>\n

Note<\/strong>: Select LISEXS and click Variables tab. Add the variables to be updated hear.<\/p>\n

6. Configure expense note transfer<\/strong><\/p>\n

This is required to link the applicable variables to the expense codes and also to advise which column in the portal updates the variable (eg. Quantity or Amount)<\/p>\n

\"Expense<\/a><\/p>\n

\"Configure<\/a><\/p>\n

Note<\/strong>: In services select the code and In Variable code select the applicable variable. Only variables defined as pay preparation variables in the previous step will be available for selection here.<\/p>\n

\"Update<\/a><\/p>\n

Note:<\/strong> The data in Amount element column is displaying here. This tells X3 which value in the portal must update the variable in Sage X3.<\/p>\n

\"configure<\/a><\/p>\n\n","protected":false},"excerpt":{"rendered":"

1.\u00a0Setup variable to be updated. Note: Uncheck Expense notes 2.\u00a0Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal. These can be configured as separate variables or can comprise the same variable. Note: Check the Folder, The variable for the default and\/or maximum values will\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,8],"tags":[387,919,1482,1942,1945],"class_list":["post-12275","post","type-post","status-publish","format-standard","hentry","category-installation","category-sage-erp-x3","tag-configure-expense-note","tag-greytrix-africa","tag-portal-expense-claims","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12275","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=12275"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12275\/revisions"}],"predecessor-version":[{"id":27569,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12275\/revisions\/27569"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=12275"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=12275"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=12275"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}