10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide

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How to Setup iExpenses In R12 Search

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iExpenses is basically an extension Oracle
Payables. Employee and Contingent
Worker expense reports become supplier
invoices and get paid from Payables. You
will need following responsibilties to set
up Internet Expenses: Payables Manager,
Internet Expenses Setup and
Administration, System Administration,
Application Developer, and AX
Developer. If you are also planning on
charging expense reports to projects, you
will also need Project Billing Super User Agar Magar Se Aage Badho!
and General Ledger Super User You would receive an email for every new
responsibilities. You will also need access to Oracle Workflow Builder to customize the post on this blog.
Expenses workflow and Project Expense Reports Account Generator.
Enter your email address :)

Setups for IExpenses : 
SUBSCRIBE NOW !
1.Define MOAC
2.Define Job * Please Check your Email for complete
3.Define Position. subscription!
4.Define Employee.
5.Define Financial Options.
6.Define Expenses Template.
7.Define Payable Options.   Recommend us on Google
8.Assign Cost Center Flexfiedl qualifier to Department segment or Costcenter segment. +1   Recommend this on Google

9.Define Signing Limits.
10.Assign Profile Option to IExpenses Responsibility. Ads by Google

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Run Replicate Seed Data Program.  

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Note: If you want create more position please follow same as above procedure.

4.Define Employee.
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Save and click on Assignments. 

Enter HR Organization name,job name and Position name.

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Save.

Click left lov button and select the purchase order information.

 Enter the primary ledger name and default expenses account.

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Save. 

5.Define Financial Options.

Use the Financials Options window to define the options and defaults that you use for your
Oracle Financial Application(s). Values you enter in this window are shared by Oracle Payables,
Oracle Purchasing, and Oracle Assets. You can define defaults in this window to simplify
supplier entry, requisition entry, purchase order entry, invoice entry, and automatic payments.
Depending on your application, you may not be required to enter all fields.
Although you only need to define these options and defaults once, you can update them at any
time. If you change an option and it is used as a default value elsewhere in the system, it will
only be used as a default for subsequent transactions. For example, if you change the Payment
Terms from Immediate to Net 30, Net 30 will be used as a default for any new suppliers you
enter, but the change will not affect the Payment Terms of existing suppliers.

Navigation: Payables ­­> Setup ­­> Options ­­> Financial.

  
 Click on New button.

Accounting Tab:
You are required to enter defaults for the Accounting Financials Options in the Accounting

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region. 

Accounts Like:
Liability, Prepayment, Discount Taken.  

Supplier­Purchasing Tab:
If you do not also have Oracle Purchasing installed, you do not need to enter defaults in the
Supplier­ Purchasing region.

 Encumbrance Tab:
If you do not use encumbrance accounting or budgetary control, you do not need to enter
defaults in the Encumbrance region. 

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Tax Tab:

If your enterprise does not need to record a VAT registration number, you don't need to enter
defaults in the Tax region.

Human Resources Tab:
If you do not have Oracle Human Resources installed, you are not required to enter defaults in
the Human Resources region.

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 Save.

 6.Define Expenses Template.
Navigation: Payables ­­> Setup ­­> Invoice ­­> Expenses Report Templates.

Enter operating unit name,template name and enable the enable for internet expenses. 
And finally enter your expenses.

Save. 

7.Define Payable Options.  
Navigation: Payables ­­> Setup ­­> Options ­­> Payable Options.

Click on Find. 

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Click on Expense Report Tab. 

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Default Template. The default expense report template that you want to use in the Payables
Expense Reports window. You can override this value in the Expense Reports window. A default
expense report template appears in the Expense Reports window only if the expense report
template is active.

Apply Advances. Default value for the Apply Advances option in the Expense Reports window in
Payables. If you enable this option, Payables applies advances to employee expense reports if
the employee has any outstanding, available advances. You can override this default during
expense report entry.
If you use Internet Expenses and you enable this option, then Expense Report Export applies all
outstanding, available advances, starting with the oldest, up to the amount of the Internet
expense report.

Automatically Create Employee as Supplier. If you enable this option, when you import Payables
expense reports, Payables automatically creates a supplier for any expense report where an
employee does not already exist as a supplier. If the supplier site you are paying (HOME or
OFFICE) does not yet exist, Payables adds the supplier site to an existing supplier. Payables
creates a HOME or OFFICE supplier site with the appropriate address, depending on where you
are paying the expense report. The Home address is from the PER_ADDRESSES table, and the
Office address is from the HR_LOCATIONS table. Payables creates suppliers based on the
defaults you select in this region and employee information from the Enter Person window. You
can review suppliers and adjust any defaults in the Suppliers window.
If you do not enable this option, enter an employee as a supplier in the Suppliers window and
link the Employee Name/Number to the supplier before you use Expense Report Export.
Payables cannot export expense reports without corresponding suppliers, and lists them on
Export Results page.
Payment Terms. Payment terms you want to assign to any suppliers that you create from
employees during Expense Report Export.

Suggestion: Define and assign immediate payment terms for your employee suppliers.
Pay Group. Pay Group you want to assign to any suppliers that you create from employees
during Expense Report Export. You can define additional values for Pay Group in the
Purchasing Lookups window.
Payment Priority. Payment priority you want to assign to any suppliers that you create from
employees during Expense Report Export. A number, between 1 (high) and 99 (low), which
represents the priority of payment for a supplier.

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Hold Unmatched Expense Reports. This option defaults to the Hold Unmatched Invoices option
for the supplier and supplier site for any suppliers Payables creates during Expense Report
Export.
When Hold Unmatched Invoices for a supplier site is enabled, Payables requires that you match
each invoice for the supplier site to either a purchase order or receipt. If you enable this option
for a site, then Payables applies a Matching Required hold to an invoice if it has Item type
distributions that are not matched to a purchase order or receipt. Payables applies the hold to
the invoice during Invoice Validation. You cannot pay the invoice until you release the hold. You
can release this hold by matching the invoice to a purchase order or receipt and resubmitting
Invoice Validation, or you can manually release the hold in the Holds tab of the Invoice
Workbench. Payables will not apply a hold if the sum of the invoice distributions by accounting
code combination is zero.

Save. 

 8.Assign Cost Center Flexfiedl qualifier to Department segment or Costcenter segment. 

Navigation: Payables ­­> Setup ­­> Flexfield ­­> Key ­­> Segments.

Query your COA

Un Freeze Flexfield Definition and click on segments.

 select Cost Center segment and then click on the Flexfield Qualifiers.

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Enable cost center segment. 
Save.

 9.Define Signing Limits.
Navigation: Payables ­­> Employees ­­> Signing Limits.

10.Assign Profile Option to iExpenses Responsibility.

Navigation: System Administrator ­­> Profile ­­> Systems.

Please set the following Profile options in Site level as well as Responsibility level.   

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Categories: Apps Functional, iExpenses, R12, Setups

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