Filtering Mobile Data

This chapter provides an overview of mobile data filters and discusses how to set up filters for mobile devices.

Understanding Mobile Data Filters

The Filter Mobile Data feature enables PeopleSoft Mobile Time and Expense users to control the amount of data that they synchronize down to mobile devices—laptop computers and personal digital assistants (PDAs). The filters speed up the synchronization process and consolidate information that is specific to each mobile user.

The Filter Mobile Data feature filters:

Country codes.
States and provinces.
Localities.
Currencies.
Expense locations.
PeopleSoft Project Costing data (My Projects, project teams, and open projects).

Note. It is recommended that you define your filters before using PeopleSoft Mobile Time and Expense.

If you do not have filters in place through the Filter Mobile Data process, PeopleSoft Mobile Time and Expense enforces a generic filter using these rules:

Data Type	Rules
Country Codes	If there is no user defined in the country code filter, PeopleSoft Mobile Time and Expense uses by default the employee's base country code only.
States/Provinces	If there is no user-defined state code filter, PeopleSoft Mobile Time and Expense uses by default all state and provinces within the employee's base country.
Locality	If there is no user-defined locality filter, PeopleSoft Mobile Time and Expense does not synchronize any locality data.
Currency	If there is no user-defined currency code filter, PeopleSoft Mobile Time and Expense uses by default the employee's base currency.
Expense Location	If there is no user-defined expense location filter, PeopleSoft Mobile Time and Expense: Filters all expense locations where the location country matches the employee's base country. If the previous rule returns no rows, PeopleSoft Mobile Time and Expense brings down a preset maximum number of expense locations. You define the preset maximum number of rows on the Installation - Mobile page.
Project Costing	If there is no user-defined project filter, PeopleSoft Mobile Time and Expense: Selects all projects where the employee is a team member of those projects. If the total projects returned from the above rule does not exceed the preset maximum number, PeopleSoft Mobile Time and Expense filters additional open projects until it reaches the maximum number. You define the preset maximum number of projects on the Installation - Mobile page.

Setting Up Mobile Data Filters

To set up mobile data filters, use the Filter Mobile Data (TE_FILTER) component.

This section discusses how to:

Set up filters for countries.
Set up filters for states and provinces.
Set up filters for localities.
Set up filters for currencies.
Set up filters for expense locations.
Set up filters for projects.

Note. Use PeopleSoft Expenses navigation to access the pages used to set up mobile data filters.

Pages Used to Set Up Mobile Data Filters

Page Name	Object Name	Navigation	Usage
Filter Mobile Data - [type] Device	TE_FILT_CNTRY	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data	Set up filters for countries.
Filter Mobile Data - [type] Device	TE_FILT_STATE	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data Click the State/Provinces link on the page.	Set up filters for states and provinces.
Filter Mobile Data - [type] Device	TE_FILT_LOCAL	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data Click the Localities link on the page.	Set up filters for localities. This link is only available if you selected United States as a country filter.
Filter Mobile Data - [type] Device	TE_FILT_CURR	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data Click the Currency link on the page.	Set up filters for currencies.
Filter Mobile Data - [type] Device	TE_FILT_LOC	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data Click the Expense Location link on the page.	Set up filters for expense locations.
Filter Mobile Data - [type] Device	TE_FILT_PROJ	Employee Self-Service, Travel and Expense Center, Profiles and Preferences, Filter Mobile Data Click the Projects link on the page.	Set up filters for projects.

Setting Up Filters for Countries

Access the Filter Mobile Data - [type] Device page. Click the Country link.

Select country codes to synchronize down to your laptop or PDA. PeopleSoft Expenses filters data for states and provinces, localities, and currencies based on your country code selections. For example, if you select the country code for France (FRF), all the provinces and currencies associated with FRF are available to you on the pages used to set up filters for provinces and currencies.

Setting Up Filters for States and Provinces

Access the Filter Mobile Data - [type] Device page. Click the State/Provinces link.

Select the state or province codes to synchronize down to your laptop or PDA. To set up filters for another country, select from the Country drop-down list box. PeopleSoft Expenses displays previously selected states and provinces for the selected country. Click Search to list more available states and provinces.

Setting Up Filters for Localities

Access the Filter Mobile Data - [type] Device page. Click the Locality link.

Select the tax locality codes to synchronize down to your laptop or PDA. PeopleSoft Expenses displays a maximum of 300 locality code rows. If more than 300 rows exist, PeopleSoft Expenses displays a warning message and a request to narrow your search criteria by entering a locality name.

State	Select from the drop-down list box to set up filters for another state.
Locality Name	Enter a full or partial name of a locality to narrow down the locality list.

Note. Locality is specific to the United States. The Locality link is not available for other countries.

Setting Up Filters for Currencies

Access the Filter Mobile Data - [type] Device page. Click the Currency link.

Select currency codes to synchronize down to your laptop or PDA.

Include Currency codes that are not specific to a country.

Select for Expenses to display all currency codes with no specific country associations.

Setting Up Filters for Expense Locations

Access the Filter Mobile Data - [type] Device page. Click the Expense Location link.

Select expense locations to synchronize down to your laptop or PDA. PeopleSoft Expenses displays a maximum of 300 expense location rows. If more than 300 rows exist, PeopleSoft Expenses displays a warning message and a request to narrow the search criteria by entering an expense location.

Expense Location

Enter a full or partial name of an expense location. PeopleSoft Expenses searches against the expense location description.

Setting Up Filters for Projects

Access the Filter Mobile Data - [type] Device page. Click the Projects link.

Projects Selection

Criteria

Select a type of project filter to use. Options are:

My Projects: If selected, PeopleSoft Expenses displays a list of projects within the My Projects list.

See Tracking Your Projects.
Project Team: If selected, PeopleSoft Expenses displays a list of projects where the employee is a team member.
Open Projects: If selected, PeopleSoft Expenses displays a list of all active projects.

PeopleSoft Expenses displays a maximum of 300 project rows. If more than 300 rows exist, PeopleSoft Expenses displays a warning message and a request to narrow the list by entering a project ID or a description.

Project

Enter a project ID to narrow the search criteria for open projects. PeopleSoft Expenses searches for an exact match on project ID.

Description

Enter a project description to narrow the search criteria for open projects. You can enter a partial description for PeopleSoft Expenses to search on.

Projects

Time	Select if this project is for time entries.
Expense	Select if this project is for expense entries.

Note. The Select All for Expense and Deselect All for Expense buttons display only on laptop mobile devices.