The Feature How to Customize Oracle iExpenses Workflows

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How to Customize Oracle iExpenses Workflows

January 4, 2007 on 8:55 pm | by Marian Crkon | In How To Guides | | Print | Email

Here is a couple of examples of how to customize Oracle Internet Expenses workflows. You may need to change the seeded expense report notification routing or expense report approval method. Changing Receivers of Certain Notifications We wanted to re-route some notifications from the seeded performers (users, responsibilities, people) to a new performer (group of users). We created a new Oracle user with a new email distribution list as follows: Define a new OIEADMIN Role. As System Administrator, complete the following steps, create a new Oracle user Assign desired responsibilities to user OIEADMIN Run the Synchronize Local WF tables process every time you make changes to user setup. Define Workflow Notification Performers Perform these steps in Oracle Workflow Builder to set up/change expense report performers. These steps include recommendations for which item attribute to use for each notification. Load OIEADMIN Role. From the Files menu, select Load Roles from Database. In the Role Selection window, query the OIEADMIN role. From the Query Results region, select the required roles and click the Add button to add the role to the Loaded Roles region. Click OK to save the loaded role to the database. Save your work. Assign Role to the attribute: From the Navigator window, open the attribute. In the Navigator Control Properties, under the Attribute tab the Type in the main region should be set to Role. In the Default region, select the proper Value (role) and click Apply. Save your work. Assign a role for each of the attributes listed in the Performer Definitions table below. Define Notification Performers. For each notification outlined in the Performer Definitions table below: Open the appropriate workflow process. In the workflow process, open the notification.

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The Feature How to Customize Oracle iExpenses Workflows

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In the Navigator Control Properties window, click the Node tab. Set Performer Type as Constant instead of Attribute. Choose OIEADMIN as Value. Click Apply and save your work.

Note: To directly link a role to a notification, Set Performer Type as Constant instead of Attribute. Then, select the role OIEADMIN. By using the Constant type, you have more flexibility. The table below lists the notifications, the seeded performer for each workflow process, and new performer Change the Find Approver Method Perform these steps in Oracle Workflow Builder to change the Find Approver method. Open the Expenses item type from the database In the Navigator window, expend Expenses and Processes folders. Open (double-click) the manager (Spending) Approval Process Open the Find Approver function In the Navigator Control Properties window, click the Node Attributes tab. In the Value field, select your approval method (e.g. One Stop Then Go Directly) Click Apply and save your work. Click OK to save the workflow file to the database.

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Hitesh: Hi, I need some information regarding customization of Timecard screen. Here is what we plan to do: We want... Raghu: Hi Sandeep, As you are saying that you are not able to get the output correctly. It is the case with the... GTN: Actually I believe that table name is FND_USER_PREFERENCES. Alok Ojha: How can an expense report be matched to a requisition (funds reserved for that purpose)? ME: Hi i am not finding the last step :Concurrent Manager ; is it from system administrator? And then what to select... sandeep: Hi Every one, i ran xml report in Excel output working fine and its giving output also but the problem is... P. Amit: Marian It was wonderful materail for PA. Thanks balkrishna: Hi Can you please let me know what is mean by common policy .And can we use multiple policies for one... Anand: Hi Marian, Thanks a lot for this useful post. It helped me resolve an issue with FA book security. Regards,... Bikram: I have a requirement to print the page total at the end of each page. I have used carryforward for that with...

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