12/5/2019 Oracle EBS Technical Step By Step: iExpense Setup in Oracle

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Oracle EBS Technical Step By Step

This is blog for Oracle apps Techno- Functional People. I am sharing my work experience through this blog.

Tuesday, 14 July 2015

iExpense Setup in Oracle

iExpenses Setups In R12

Context Definition :
Navigation :Internet Expenses Setup and Administration à Internet Expenses Setup à Context

Navigate to the web page by following the navigation given above.

Select the operating units for which iExpenses setups need to be done.

Click ‘Add to Selections’ for the policy and location setups to be applicable to the selected
operating units.

Accounting :
Navigation: Internet Expenses Setup and Administration à Internet Expenses
Setup à Accounting
Navigate to the web page by following the navigation given above.

Select enabled for Accounting segment (entity, Cost center, Account etc) you want to
update default value.

Exchange Rate Defaults :

Navigation : Internet Expenses Setup and Administration à Internet Expenses
Setup à Policy à Exchange Rates
For foreign currency transactions, the exchange rate defaults need to be set in order to covert the
amounts into functional currency.
Setup : Navigate to the web page by following the navigation given above.
Click ‘Define Defaults’.
Enable the defaults, default exchange rate, exchange rate types etc.
Click ‘Apply’.

Future Date Tolerance :

Navigation : Internet Expenses Setup and Administration à Internet Expenses
Setup à General à Options à Future Expenses
To set tolerance for expense claims where in employee enters a future date.
Navigate to the web page by following the navigation given above.

IExpense DFF:
Navigation : System Administrator à Application à Flexfield à Descriptive à Segments
Descriptive Flexfields can be used to capture additional information on various screens for
iexpense.

Select Application Name as 'Payables'

Select Title as 'Expense Report'

Click on segment Button

Add value for DFF attribute.

Expense Template:
Navigation : Payables Manager à Oracle Payables à Setup à Invoice à Expense Report
Templates
The templates setup here will appear in iExpenses when employees want to raise expense claims.
The ‘Expense Item’ fields will appear as a drop down once the templates are selected and the
policies are enforced on each of these.

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12/5/2019 Oracle EBS Technical Step By Step: iExpense Setup in Oracle
Follow the navigation to the Expense Report Template window as mentioned above.

Enter the operating unit for which the template is being setup.

Enter the template name, description and Enable these for iExpenses.

Click ‘Save‘.

Define Audit Rule:

Navigation : Internet Expenses Setup and Administration à Internet Expenses Setup à Audit
Navigate to the web page by following the navigation given above. FLY ON

SCOOTPLUS
Select value for drop down value " Assign audit queue auditor for an expense report" as "
After Manager approval".

Press Apply

Now assign the rule to all operating units SCOOTPLUS FROM

Press Update ₹
14,453*

Define Notification Rule :

Navigation :Internet Expenses Setup and Administration à Internet Expenses
Setup à Audit à Notifications
Book Now

Navigate to the web page by following the navigation given above. *Terms & conditions apply

Enter Rule Name

Select Value for "Notify Individuals" as " when receipt are received"

Select value for overdue Receipt notification

Press apply

Now assign the rule to all operating units/ Particular Operating Unit.

Press Update
↺
Define Holds :Define Holds and assign to each operating unit.

Navigation : Internet Expenses Setup and Administration à Internet Expenses

Setup à Audit à Holds
Navigate to the web page by following the navigation given above.

Select value for individual Payment Hold, choose one radio button from Until receipt
received or when receipt are overdue.

Press apply

Now assign the rule to all operating units

Press Update

Define MOAC

Define Responsibilities

Define Business Group.

Define Ledger.

Define Operating Unit.

Define Security Profile.

Run Security List Maintenance Program.

Assign Security Profile to Responsibilities.

Run Replicate Seed Data Program.

--
Define Job :
Navigation: HRMS --> Work structures --> Job --> Description.

Click on New button.

Enter the Job Name and Code.

Save.

--
Define Position :

Click on New button

Enter mandatory field like Position number and name ,type, Organization,job etc

Save.

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12/5/2019 Oracle EBS Technical Step By Step: iExpense Setup in Oracle

--
Define Employee :
Navigation: HRMS --> People --> Enter and Maintain.

Click on New.

Enter Mandatory fields like first name, last name etc

Save and click on Assignments.

Enter Mandatory fields like job name position name.

Save.

Click left lov button and select the purchase order information.

Enter the primary ledger name and default expenses account.

Save.

--
Define Financial Options:
Navigation: Payables --> Setup --> Options --> Financial.
--
Define Expenses Template:
Navigation: Payables --> Setup --> Invoice --> Expenses Report Templates.
--
Define Payable Options:
Navigation: Payables --> Setup --> Options --> Payable Options.
--
Assign Cost Center Flexfiedl qualifier
Navigation: Payables --> Setup --> Flexfield --> Key --> Segments.
--
Define Signing Limits.
Navigation: Payables --> Employees --> Signing Limits.
--
Assign Profile Option to IExpenses Responsibility.
Navigation: System Administrator --> Profile --> Systems.

at July 14, 2015

Labels: iExpense Setup in R12

1 comment:

arif 11 April 2019 at 08:24

Thanks and Regards. Oracle Apps R12 & Fusion Training Videos at affordable cost. please
check oracleappstechnical.com for details.

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