Oracle internet expense setups

[mishradeba]

Hi,

Can somebody send me the setups specifically expense WF setup documents for Oracle Internet expense?

My mail ID is mishradeba@yahoo.com

Regards,
Deba

[anu_uma]

Hi,
below are the list of setup's that are need to be done in Internet Expenses - But I am not sure about the WF details

<b>Enable Project Expenditure Types for Expense Report Entry
Project Billing Super User: Setup > Expenditures > Expenditure Types </b>

<font color="blue">Enable expenditure types to be used on project-related expense reports. Enable selected expenditure types with an Expenditure Type Class ?Expense Reports?. You need to associate these expenditure types with Expense Type you define in the Expese Report Template.</font id="blue">

<font color="red">DO NOT SET UP MILEAGE EXPENDITURE TYPE WITH UNIT OF MEASURE MILES! Mileage expenses imported from iExpenses > Payables > Projects will be imported in dollars, or whatever the currency may be. Make sure you set up mileage expenditure types used by iExpenses with a unit of measure ?Currency?.
</font id="red">
<b>
AP: Define Expense Report Templates
Payables Manager: Setup > Invoice > Expense Report Template</b>
<font color="blue">You must define at least one expense report template with the Enable for Internet Expenses Users check box selected. Only expense report templates with this option enabled can be used in Internet Expenses. Use the Oracle Payables Expense Report Templates window to define your expense report templates.</font id="blue">

Enable for Internet Expenses : Yes

AP: Define Financials Options
Payables Manager: Setup > Options > Financials
<b>AP: Set Expense Check Reimbursement Address</b>
<font color="blue">Use the Payables Financials Options window to define the expense report reimbursement check setup. By default, Internet Expenses uses the home or office value defined in the HRMS Mail To setup, if there is one. If not, then Internet Expenses uses the value you define in the Payables Financials Options window. This setting also provides the value to use to create the supplier site record, if you enable the Automatically Create Employee as Supplier option in the Payables Options window.

You can define employee home and office addresses either in the People window, if you have a full install of Oracle Human Resources, or in the Enter Person window in Oracle Payables. To set the default expense check address:</font id="blue">

<b>AP: Define Expenses Clearing Account</b>

<font color="blue">You define the Expense Clearing Account in the Oracle Payables Financials Options window. Payables uses this as a temporary account to record information about
credit card transactions when processing expense reports created in Internet Expenses. This step is only necessary if you are implementing the Company Pay reimbursement policy.
</font id="blue">
<font color="red">Note: The Expense Clearing Account field is also available in the Card Program window. If you define the Expense Clearing Account field in the Card Program window, the value you define there will take precedence over the value in the Oracle Payables Financial Options window.</font id="red">

<font color="blue"><b>
AP: Define Payables Options
Payables Manager: Setup > Options > Payables
AP: Establish Multiple Currencies Setup</b></font id="blue">

<font color="blue">The currency in which an expense report is paid is known as the reimbursement currency. Internet Expenses users can specify a reimbursement currency that is different from your company functional currency only if:
? Oracle Payables is set up for multiple currencies.
? Reimbursement currency is enabled in the Currencies window.
? OIE: Allow Non-Base Pay profile option is set to Yes. </font id="blue">

<b>AP: Defining Expense Report Options
Give the flowwing details
Default template, Payment terms, Pay Group, Apply advances, Automatically Create Employee as Supplier

Assign Signing Limits
Payables Manager: Employees > Signing Limits

Define iExpense Policies
Internet Expenses Setup and Administration: Internet Expenses Setup > Policy > Expense Fields
Set Up Required Expense Fields

Enable Expense Allocations
Internet Expenses Setup and Administration: Internet Expenses Setup > Accounting > Define

Define Receipt Notification Rule Set
Internet Expenses Setup and Administration: Internet Expenses Setup > Audit > Notification Rules

Assign Receipt Notification Rule Set
Internet Expenses Setup and Administration: Internet Expenses Setup > Audit > Notification Rule Assignments

SA: Define Profile Options
System Administration: Profile > System
OIE: Allow Credit Lines
OIE: Enable Credit Card
OIE: Allow Non-Base Pay
OIE: CC Payment Notify
OIE: Enable Approver
OIE: Approver Required

<font color="blue">System Administration Integration
1. All people to receive workflow notification must be valid Oracle users with an email address
2. Run the Synchronize Local WF Tables process every time you make changes to user setup.

Customize the Internet Expenses Workflow
Define a new OIEADMIN Role
As System Administrator: complete these steps:
? Create a new Oracle user
Name OIEADMIN
Description Oracle iExpenses Administrator
Email OIEADMIN@YourDomain.com

Assigned Responsibilities

? Workflow User Web Applications
? Internet Expenses Setup and Administration
? Internet Expenses Auditor
? Run the Synchronize Local WF tables process every time you make changes to user setup.
<font color="red">NOTE: At this point, you can save a customized workflow XYZ iExpenses Workflows to the database. If you need to recreate or update the workflows, follow the steps below.
</font id="red">

Define Workflow Notification Performers
Perform these steps in Oracle Workflow Builder to set up expense report performers. These steps include recommendations for which item attribute to use for each notification.

Change the Find Approver Method

Perform these steps in Oracle Workflow Builder to change the Find Approver method.

Personalize Expense Report Submission Instructions


</font id="blue">


</b>

[mishradeba]

Thanks a lot Uma, This will help me a lot to do the setups for OIE. Can you please let me know how can define a new OIEADMIN Role ?

Reagrds,
Deba

[anu_uma]

Hi,
I have given the details to create the User OIEADMIN , anyway pasting the same details for your convenience.....

Customize the Internet Expenses Workflow
Define a new OIEADMIN Role
As System Administrator: complete these steps:
<font color="blue"><b>? Create a new Oracle user </b> </font id="blue">
Name OIEADMIN
Description Oracle iExpenses Administrator
Email OIEADMIN@YourDomain.com

Assigned Responsibilities

? Workflow User Web Applications
? Internet Expenses Setup and Administration
? Internet Expenses Auditor
? Run the Synchronize Local WF tables process every time you make changes to user setup.

[anu_uma]

Hi,

Pls follow the steps and take a screen shot of the same and send it to me for reference.....

My email id is umag2005@gmail.com

Thanks,

[AmanKhan]

<b>Key Features implemented iExpense:-</b>

The implementation of iExpense enabled the client to benefit from the following functionalities:

1. Enable employees to record, and submit expense reports using a standard Web browser.

2. Provide employees a ?disconnected solution? when access to a corporate intranet is not available.

3. Use Descriptive Flexfields to enter additional information about expense related receipts not otherwise captured in the Expense Template.

4. Define multiple Expense Templates. Employees can choose from a List of Values the Expense Template(s) available.

5. Define Expense Templates, and indicate whether an original receipt is required for the expense type so employees are aware of the original receipts requirement.

6. Use Oracle Workflow with Oracle Web Expense to automatically route expense reports for approval, and enforce reimbursement policies.

7. Use Oracle Web Expense to seamlessly integrate with Oracle Payables so expense reports can be quickly processed for payment.

8. Create ?Authorized Delegates? to authorize a user to enter expense reports for another employee. (i.e., An executive assistant is given the authority to enter expense reports for their manager.)

9. Indicate in the Expense Template if original receipts are required.

10. Allow employees to enter negative receipts to report refunds, or credits against their reported expenses.


<b>Detailed Functional Components of iExpenses:
</b>

<b>1. Expense Report Entry:</b>

1.1 Create Expense Report:

[maajid]

Hi - great detail here....thanks people!


<b>- <font color="teal">how long will it take to implement the I-exp module only?</font id="teal">
<font color="red">- other than being on 11.5.9 is there any other system prequisites?</font id="red">

<font color="purple">- how does one, produce a requirements spec? what are the types of options available for the client to adopt?[?]</b></font id="purple">

[maajid]

Also, the SECOND Generation Self service screens!!! wat is the impact of this?

Would this mean OLD generation (blue/gray screens) would still work, or ont work, or would change in anyway?

How long does it take to apply the OIE mini pack K ?? days/weeks/months?