Query to create user from backend oracle apps and ADD responsibility

Script to User and ADD responsibility from backend

Code (SQL):
DECLARE
  v_user_name  VARCHAR2(30):=UPPER('&Enter_User_Name');
  v_password   VARCHAR2(30):='&Enter_Password';
  v_session_id INTEGER     := USERENV('sessionid');
BEGIN
  fnd_user_pkg.createuser (
    x_user_name => v_user_name,
    x_owner => NULL,
    x_unencrypted_password => v_password,
    x_session_number => v_session_id,
    x_start_date => SYSDATE,
    x_end_date => NULL
  );
  COMMIT;
  DBMS_OUTPUT.put_line ('User:'||v_user_name||'Created Successfully');
EXCEPTION
  WHEN OTHERS THEN
    DBMS_OUTPUT.put_line ('Unable to create User due to'||SQLCODE||' '||SUBSTR(SQLERRM, 1, 100));
    ROLLBACK;
END;
Script to ADD responsibility

Code (SQL):
BEGIN
fnd_user_pkg.addresp ('&Enter_User_Name','SYSADMIN','SYSTEM_ADMINISTRATOR','STANDARD','Add Responsibility to USER using pl/sql',SYSDATE,SYSDATE + 100);
commit;
dbms_output.put_line('Responsibility Added Successfully');
exception
        WHEN others THEN
                dbms_output.put_line(' Responsibility is not added due to ' || SQLCODE || substr(SQLERRM, 1, 100));
                ROLLBACK;
END;

Query to create user from backend oracle apps


API to CREATE Oracle FND User

-- --------------------------------------
-- API to CREATE FND User
-- --------------------------------------

DECLARE    lc_user_name                          VARCHAR2(100)   := 'PRAJ_TEST';
   lc_user_password                  VARCHAR2(100)   := 'Oracle123';
   ld_user_start_date                  DATE                      := TO_DATE('23-JUN-2012');
   ld_user_end_date                   VARCHAR2(100)  := NULL;
   ld_password_date                  VARCHAR2(100)  := TO_DATE('23-JUN-2012');
   ld_password_lifespan_days  NUMBER              := 90;
   ln_person_id                             NUMBER              := 32979;
   lc_email_address                     VARCHAR2(100) := 'mungi.7@abc.com';
BEGIN
  fnd_user_pkg.createuser   (  x_user_name                            => lc_user_name,
     x_owner                                    => NULL,
     x_unencrypted_password     => lc_user_password,
     x_start_date                              => ld_user_start_date,
     x_end_date                               => ld_user_end_date,
     x_password_date                    => ld_password_date,
     x_password_lifespan_days   => ld_password_lifespan_days,
     x_employee_id                        => ln_person_id,
     x_email_address                     => lc_email_address
 );
 
 COMMIT;

EXCEPTION        WHEN OTHERS THEN
                       ROLLBACK;
                       DBMS_OUTPUT.PUT_LINE(SQLERRM);
END;
/
SHOW ERR;


How to submit XML Report using a PL/SQL Script ~ Oracle Applications Technical

How to submit XML Report using a PL/SQL Script

How to submit XML Report using a PL/SQL Script

Generally we use FND_REQUEST.SUBMIT_REQUEST to submit a concurrent program using a PL/SQL script.But we can not attach a layout to the concurrent request using the above said API.

We can attach a layout to the concurrent request by using another procedure
ADD_LAYOUT which belongs to the same package FND_REQUEST

Below is the signature of the procedure ADD_LAYOUT :-

/* Formatted on 11/14/2016 1:36:29 PM (QP5 v5.114.809.3010) */

fnd_request.add_layout (
template_appl_name  => 'Template Application',
template_code       => 'Template Code',
template_language   => 'en', --Use language from template definition
template_territory  => 'US', --Use territory from template definition
output_format       => 'PDF' --Use output format from template definition
);

Note:
                                              ADD_LAYOUT procedure should be called only when there is a layout associated to a concurrent program   Session context should be set using FND_GLOBAL.APPS_INITIALIZE’ before calling the ADD_LAYOUT procedure

Example:-

/* Formatted on 11/14/2016 1:34:57 PM (QP5 v5.114.809.3010) */
DECLARE
   --
   l_responsibility_id   NUMBER;
   l_application_id      NUMBER;
   l_user_id                NUMBER;
   l_request_id          NUMBER;
   l_layout                 NUMBER;
--
BEGIN
   --
   SELECT   DISTINCT fr.responsibility_id, frx.application_id
     INTO   l_responsibility_id, l_application_id
     FROM   apps.fnd_responsibility frx, apps.fnd_responsibility_tl fr
    WHERE   fr.responsibility_id = frx.responsibility_id
            AND LOWER (fr.responsibility_name) LIKE LOWER ('XXTest Resp');

   --
   SELECT   user_id
     INTO   l_user_id
     FROM   fnd_user
    WHERE   user_name = 'ELANGO';

   --
   --To set environment context.
   --
   apps.fnd_global.apps_initialize (l_user_id,
                                    l_responsibility_id,
                                    l_application_id);
   --
   --Setting Layout for the Request
   --
   l_layout :=
      apps.fnd_request.add_layout (template_appl_name   => 'XXCUST',
                                   template_code        => 'XXEMP',
                                   template_language    => 'en',
                                   template_territory   => 'US',
                                   output_format        => 'EXCEL');
   --
   --Submitting Concurrent Request
   --
   l_request_id :=
      fnd_request.submit_request (application   => 'XXCUST',
                                  program       => 'XXEMP',
                                  description   => 'XXTest Employee Details',
                                  start_time    => SYSDATE,
                                  sub_request   => FALSE,
                                  argument1     => 'Smith');
   --
   COMMIT;
   --
   IF l_request_id = 0
   THEN
      dbms.output.put_line ('Concurrent request failed to submit');
   ELSE
      DBMS_OUTPUT.put_line ('Successfully Submitted the Concurrent Request');
   END IF;
--
EXCEPTION
   WHEN OTHERS
   THEN
      DBMS_OUTPUT.put_line(   'Error While Submitting Concurrent Request '
                           || TO_CHAR (SQLCODE)
                           || '-'
                           || SQLERRM);
END;
/

Procure to Pay Frequently Asked Questions

Procure to Pay Frequently Asked Questions



  1. Who can be a Reviewer of a requisition?

    A reviewer is an individual outside the preparer's direct requisition approval hierarchy to whom a requisition has been manually forwarded for review. A reviewer can be within the same organization as the preparer or an outside organization. A reviewer does not have final approval authority for that requisition. Instead, he/she will be recorded in the approval history with his/her review comments only.
    Back to Top
  2. Can I add Rutgers Exchange items to My Favorites List? 

    You cannot save RU Exchange items to My Favorites list in the Internet Procurement Application. However, you can save your Rutgers Exchange "favorites" on the website of each Rutgers Exchange Supplier. Also, you may wish to save multi-line item orders in the Exchange Supplier's shopping cart before you exit the website in the event you do not properly return to the Internet Procurement Application.
    Back to Top
  3. When will I use the Internet Procurement Application? 

    The Internet Procurement Application will be used to:

    • Create or approve a purchase requisition and a quick purchase order for an external supplier for up to $5,000
    • Create or approve a purchase requisition for an external supplier
    • Create or approve a check request for a payment to supplier or other type of payee
    • Create or approve a requisition and release order for internal suppliers. A listing of these IPO Suppliers can be found on the RIAS website.
    • Record the receipt of goods for purchase order line items over $5,000.
    Back to Top
  4. Is there any one screen that contains all the details of a requisition?

    The View Requisition Details screen provides all the details of a submitted requisition.
    Back to Top
  5. How will I know what was on the purchase order that was sent to the Supplier?

    Upon departmental approval, preparers will receive original Quick Purchase Orders for issuance to suppliers via an email attachment. This copy must be mailed, faxed or emailed to the supplier, to receive the goods or services.
    Back to Top
  6. Where do I get a Change Order Request Form?

    The Change Order Request form can be found on the RIAS Forms page and downloaded onto your desktop.
    Back to Top
  7. My department prepares thousands of requisitions. How do I manage so many requisition files so that they can be retrieved quickly?

    Select the Requisitions tab. You can use the search function to query a requisition by the preparer's name, requester's name, requisition number, creation date, status of the requisition and/or supplier.
    Back to Top
  8. How do I add or delete Preparers or Approvers, or initiate other changes in the requisition approval hierarchy?

    Departments will need to complete the RIAS Access Request form to initiate changes affecting an individual who is named in the requisition approval hierarchy for their organization.
    Back to Top
  1. What is a Notification?
  2. A system-generated message informing the recipient of the status of a transaction or that an action is required on a transaction. Back to Top
  3. What is a Supplier Site?

    A supplier site is the specific location of a supplier. The naming convention of supplier site is the name of the town/city the supplier is located, followed by a dash, then a number representing the number of the supplier's locations in that particular town/city. (i.e. Piscataway-01, Piscataway-02). A supplier may have one or more supplier sites.
    Back to Top
  4. What is a 3-Way match?

    A 3-Way match is an automated process of verifying that the information contained in the Purchase Order, Receipt of Goods or Services, and Supplier Invoice matches within accepted tolerance levels.
    Back to Top
  5. What is a Requisition Number?

    A requisition number is a system-generated number assigned to the requisition when a preparer creates a requisition.
    Back to Top
  6. What is the difference between a Sole Source purchase and a Preferred or Single Source purchase?

    A Sole Source purchase occurs when the goods or services required are so unique that competitive sources are not available. A Preferred or Single Source purchase occurs when goods or services are requested from a particular vendor for an appropriate business purpose. For example, to augment work on a project completed by a vendor in a previous budget period.
    Back to Top
  7. What is a Purchase Order Number?

    A system-generated number assigned to the purchase order when approved by the Purchasing Department. In the case of quick purchase orders and requisitions to Rutgers Exchange vendors, the purchase order number is generated by the system when the department approves the requisition.
    Back to Top
  8. What is a Rutgers Exchange Supplier?

    A Rutgers Exchange supplier is a supplier that offers products through electronic catalogs at pre-negotiated prices with the university.
    Back to Top
  9. What are the benefits of using Rutgers Exchange Suppliers?

    You can select items from electronic catalogs to include in your shopping cart at pre-negotiated prices by a click of the mouse. Also, upon departmental approval, purchase requisitions to Rutgers Exchange suppliers will be quickly and automatically converted into purchase orders without buyer involvement.
    Back to Top
  10. What is the Oracle Exchange?

    The Oracle Exchange is an electronic catalog of goods and services offered by a wide range of suppliers. The Oracle Exchange catalog does not reflect pre-negotiated prices with the University.
    Back to Top
  11. What is the difference between the Rutgers Exchange and Oracle Exchange?

    A Rutgers Exchange supplier offers products through an electronic catalog maintained on its own website at pre-negotiated prices with the university. An Oracle Exchange supplier offers products through the Oracle Exchange electronic catalog, but not at pre-negotiated prices with the university.
    Back to Top
  12. What does the status pre-approved mean?

    Pre-Approved is the status of a requisition when an authorized approver has approved the requisition and has forwarded the requisition to another individual to review.
    Back to Top
  13. What does the Approver Checkout button mean?

    When an "approver" or "reviewer" edits a requisition, clicking the Approver Checkout button will start them through the editing requisition process and will take them through all the data completed on the requisition.
    Back to Top
  14. What is the difference between a rejected and a returned requisition?

    Only an approver or a reviewer can reject requisition. Only a buyer can return a requisition. A buyer will return a requisition to the preparer for incomplete or inaccurate information.
    Back to Top
  15. In the list of values contained on the Requisition Status page, what is meant by "My Group's Requisitions"?

    "My Group's Requisitions", displays all requisitions created in your organization.
    Back to Top
  16. What is an Organization ID number and how do I find what my department's number?

    Each organizational unit within the university has been assigned an Organization Identification (ORG ID) number which issued in conjunction with general ledger account numbers to code and identify purchasing and payment transactions.
    Back to Top 
  17. What is the Requisition Approval Hierarchy?

    A structure that defines the automatic routing of requisitions from a preparer to an approver.
    Back to Top
  18. Is the Requisition Number the same as the Purchase Order Number?

    No. Requisition numbers will be system-generated during the "Review and Submit" step when creating a requisition. Once the requisition is approved and turned into a purchase order, the system will generate another number for the purchase order. The numbers are cross-reference in the system, so if you know one number, such as the requisition number, you can find its corresponding purchase order number.
    Back to Top 
  1. How do I prepare a requisition?

    Refer to the Procure to Pay User Guide for complete instructions.
    Back to Top
  2. How do I prepare a requisition that will be funded by more than one university department? Does the requisition require approval from both approvers?

    If the items on a requisition will be split funded among multiple organizations, the preparers must insert the names of the authorized approvers from each organization. The departmental approvers must be inserted to review the requisition before the default approver (Creighton Pfeifer). Do not remove the default approver.
    Back to Top
  3. Can a Preparer withdraw a requisition that has been submitted for approval?

    Yes, as long as the status of the requisition is "In Process". Additionally, approved requisitions can be withdrawn as long as a purchase number has not automatically been generated or one has not been created by a buyer within the Purchasing Department.
    Back to Top
  4. How do I make a correction on the requisition after I have submitted it for approval?

    It depends upon the status of the requisition. If the requisition status is "In Process", the preparer of the requisition can withdraw the requisition, make any required changes and resubmit for approval. Also, the withdraw function can be used to recall and re-route an "In Process" requisition to the backup approver if the primary approver is unexpectedly unavailable.

    If the status is "Approved" and it was not a Quick Order or Check Request, you can contact the buyer in Purchasing to stop the order before it is issued to the supplier. The buyer will return the requisition to you to make your changes.

    If the status is "Approved" and it was a Quick Order, you must complete a Change Order Request form to cancel the Quick Order.

    If the status is "Approved" and it was a Check Request, you must contact the Disbursement Control to cancel the check.
    Back to Top
  5. How will my Approver know what type of requisition (non-catalog, Rutgers Exchange, Quick Order or Check Request) I am submitting for approval?

    The approver can use the View Requisition Details screen to get this information. The View Requisition Details screen also provides information about the charging instruction for a requisition.
    Back to Top
  6. If my Approver rejects my requisition, is it considered cancelled?

    No. The requisition must be cancelled by the preparer to remove the commitment in the general ledger.
    Back to Top
  7. Who can edit a requisition and what fields can they edit?

    A preparer can make any changes to a requisition using the Edit Lines functionality. An approver and/or reviewer can edit any fields on a requisition prior to approving it by clicking the Edit Requisition link.
    Back to Top
  8. What is the purpose of choosing a Category when creating a requisition?

    The Category box is a required field and is used to define goods and services at a summary or detailed level.
    Back to Top
  9. What happens if I lose power while I am creating a requisition?

    If you have not saved your requisition, you may lose the information you entered.
    Back to Top
  10. How long can the Shopping Carts be saved?

    The contents of a shopping cart will remain saved until you complete the creation of a requisition.
    Back to Top
  11. How do you save attachments in the Internet Procurement application?

    When you add an attachment to your requisition, select the save icon in the toolbar and ensure that you saved the attachment with the appropriate extension (.xls for Excel, .doc for Word, .pdf for Adobe Acrobat or .vsd for Visio files) so that the attachment can be opened by the Purchasing Department.
    Back to Top
  12. Will the information entered in the requisition description field be reflected under requisitions at a glance?

    Yes, any text in the requisition description field will be reflected under requisitions at a glance.
    Back to Top
  13. How do I prepare a requisition to engage an independent contractor to perform services?

    A requisition must be prepared in the Internet Procurement Application with a completed Request for Consulting or Independent Personal Services Form (RCIPS) attached ("To Buyer"). The buyer will review the RCIPS to determine if the worker is properly classified as an independent contractor. Upon receipt of the signed agreement, the buyer will issue either a regular purchase order to the individual or classify the work as an employee and return the requisition to the preparer.
    Back to Top
  14. Will I be able to approve requisitions that I prepare?

    No. The system will automatically route the requisition from the preparer to the next individual in the requisition approval hierarchy who is authorized for that dollar amount and organization. If you are a Level 2 approver who prepares a requisition, you must change the default approver to a Peer Approver prior to submitting the requisition.
    Back to Top
  15. Can I forward my requisition to any person in the list of values?

    Not necessarily. If the approver takes the action of Forward or Approve and Forward, and selects an individual who is not in the hierarchy, the approver will receive a notification that the requisition was sent to an invalid person. The approver must resubmit the requisition for approval.
    Back to Top 
  16. What happens if I forget to enter my Fund Source, Natural Account and Organization ID (ORG ID)?

    The requisition will automatically be routed to Purchasing. Purchasing will return the requisition to the preparer for correction to the proper charging instructions.
    Back to Top 
  17. Do I have to insert my Fund Source, Natural Account and Organization ID (ORG ID) each time I create a requisition?

    No, you can store pre-defined account distributions in Preferences and select them to populate the required fields.
    Back to Top 
  18. Will I be able to charge someone else's account for inter-disciplinary purchases?

    Yes, provided you are given their account number and organizational identification number. The preparer must select Add Approver to add the authorized approver for the designated account and organization for inter-disciplinary purchases.
    Back to Top 
  19. How will I know which Buyer received my requisition?

    The buyer's name will be reflected on the Requisition Detail Screen.
    Back to Top
  20. What fields will print on the purchase order?

    The following fields will be printed on a purchase order: item description, unit of measure, quantity, unit price and total, supplier name and address, need by date, requestor name, deliver-to location and notes to supplier.
    Back to Top
  21. Are there shortcuts to reorder frequently requested items?

    Some shortcuts you can use are:
    • Non-Catalog Request - Prior to adding the item to your Shopping Cart, you can also add it to your Favorites List. This will allow you to select the item again at a later date. To add multiple items to your shopping cart, check the select box by each item you want and click the Add to Cart button.
    • Internal Suppliers - You can add frequently used internal suppliers to your Favorites List prior to adding items to your Shopping Cart for Internal Purchase Orders. This will allow to select them again at a later date.
    • Copy to Cart - (From "My Requisitions" area) is a quick way to create a new shopping cart. Select a requisition, open it, and click "Copy to Cart" or click on the copy icon in the toolbar. Then make changes to any field in the new shopping cart and proceed through the three steps of creating a requisition. Any attachments, notes, reviewers or special item information from the original requisition will not be copied to the new shopping cart. If this information is needed, it must be added. When adding one of these notes/attachments, select "To Approver" or "To Buyer".
    Back to Top
  1. How many people will need to approve a requisition?

    Requisitions require only one approval.
    Back to Top
  2. Will the system automatically route requisitions to approvers by fund sources (e.g., state accounts to one approver and grant accounts to another approver)?

    No. The requisition hierarchy is based upon organizational unit, not fund source. Level 1 approvers can approve all requisitions up to $10,000, regardless of fund source. Level 2 approvers can approve all requisitions up to the departmental budget, regardless of fund source.
    Back to Top
  3. Will the system automatically check for funds availability?

    No, the system will NOT automatically check for funds availability. The approver is responsible for checking the general ledger, to determine if there are sufficient funds to cover the expenditure during the budget or project period.
    Back to Top
  4. I am a level 2 approver and creating a requisition. Who will approve my requisition?

    As a level 2 approver, you need to manually change the default approver by clicking the Change First Approver link to a "peer" approver. If you do not change the default approver, the requisition will be routed to the Purchasing Department. The Purchasing Department will reject the requisition with a note for you to change the approver's name.
    Back to Top
  5. What happens when an Approver selects the action of Approve and Forward?

    If an approver approves and forwards a requisition, the status of the requisition is pre-approved. The reviewer who the requisition is forwarded to can change any information on the requisition. Unless the reviewer indicates the changes he/she has made in the notes section of the approval page, the approver will not know the requisition has been altered.

    If a Level 1 approver selects the Approve and Forward function and the reviewer changes the dollar amount to over the Level 1 approval authority, the requisition will be routed to the approver Level 2 to approve changes made.
    Back to Top
  6. Can an Approver change the specified Requester of the requisition?

    Yes, provided the individual is in the list of values.
    Back to Top
  7. Can an Approver add a Reviewer to a requisition?

    If an approver requires additional information from someone in the hierarchy prior to approving it, the approver would use the Forward function to route it to an added reviewer.
    Back to Top 
  8. What happens to a requisition if the Preparer enters charging instructions for an account outside his/her own organizational unit? Does it go directly to his/her Approver or to the Approver for the other organization?

    If a preparer is authorized to prepare a requisition with a fund source outside his/her organizational unit, the preparer should add the authorized approver for that organization to the requisition to ensure proper routing and approval.
    Back to Top
  9. What happens if my Approver does not take an action on a requisition that has been routed to him/her?

    If an approver does not take an action on a requisition within a day of receiving the requisition, the approver will receive a system generated reminder notification. If the approver does not take action on the second day, the approver will receive a second reminder notification. If the approver does not take action by the third day, the preparer will receive a notification that the approver has not taken any action on the requisition. The preparer can either withdraw the requisition and either cancel the requisition or manually change the approver to the Back Up Approver and resubmit the requisition.
  10. How can I get approval for my requisition when my Approver is on vacation?

    If the approver has an expected absence (e.g., vacation), the approver should re-assign his/her requisitions to automatically route to a Back Up Approver for a specified amount of time. If the approver has an unexpected absence (e.g., out sick) and the preparer is aware of their absence, the preparer can manually forward the requisition to the Back Up Approver.

SQL Query to get all the personalization on the OAF pages in the application

SELECT   PATH.path_docid perz_doc_id,

         jdr_mds_internal.getdocumentname (PATH.path_docid) perz_doc_path
    FROM jdr_paths PATH
   WHERE PATH.path_docid IN (
            SELECT DISTINCT comp_docid
                       FROM jdr_components
                      WHERE comp_seq = 0
                        AND comp_element = 'customization'
                        AND comp_id IS NULL)
     AND UPPER (jdr_mds_internal.getdocumentname (PATH.path_docid)) LIKE
                                                 UPPER ('%AbsenceHomePagePG%')
ORDER BY perz_doc_path;

Query to find DFF R12

Query to find DFF

Let's say, we need to find Descriptive Flexfield (DFF) called, "Further Job Information". In the following example, I am trying to get all the information for "US" context code.



























The following query will display the DFF related information. You can try changing "fdfv.title" value too see different DFF.
-----------------------------------------------------------------------------
-- Query to find DFF information
-----------------------------------------------------------------------------
SELECT
       fdf.title                             "DFF Title",
       fdf.application_table_name            "Application Table",
       fdf.context_column_name               "Context Column Name",
       --
       fdfcu.descriptive_flex_context_code   "DFF Context Code",
       fdfcu.column_seq_num                  "Sequence",
       fdfcu.end_user_column_name            "Segment Name",
       fdfcu.application_column_name         "Column Name",
       --
       ffv.flex_value_set_name               "Value Set Name"
  FROM
       fnd_descr_flex_col_usage_vl   fdfcu,
       fnd_descriptive_flexs_vl      fdf,
       fnd_flex_value_sets           ffv
 WHERE
       1 = 1
   --
   AND fdf.title = 'Further Job Information'        -- <change it>
   AND fdfcu.descriptive_flex_context_code = 'US'   -- <change it>
   AND fdfcu.enabled_flag = 'Y'
   --
   AND fdfcu.flex_value_set_id = ffv.flex_value_set_id
   AND fdfcu.descriptive_flexfield_name = fdf.descriptive_flexfield_name
   AND fdfcu.application_id = fdf.application_id
   --
 ORDER BY
       fdfcu.descriptive_flexfield_name,
       fdfcu.descriptive_flex_context_code,
       fdfcu.column_seq_num;

Oracle iExpenses flow



In this article we shall discuss the flow of an Oracle expense report. The flow comprises of the following parts.
  1. End user creates an expense report and submits it for approval.
  2. The expense report is approved by a manager
  3. Once the expense report is approved the report is imported into Payables as an invoice
I have turned off personalization from my Oracle instance so that the standard features of Oracle iExpenses are available. Because of this reason a warning message is shown on all the screens saying that Personalization is disabled.

Step 1: Login to Oracle
Go to iExpenses responsibility
Click on Expenses Home to the Expense Home page.
You will see the iExpense home page. This page contains the list of
  • The submitted expense reports on the top section of the page
  • The saved and withdrawn home page in the middle section
  • The notifications at the bottom section
From the home page it is possible to withdraw and delete expense reports as well.

Step 2a: Create Expense Report manually

Click on the Create Expense Report button on iExpense home page
Select the appropriate Approver who has to approve the expense report.. Click on Next button.

Important:
The approver needs to have Signing Limit (approval limit) for expense reports, for the
Cost center
Operating Unit
You can check the signing limit by logging into Payables SuperUser responsibility.
Navigation: Employee > Signing Limits
Query for the Approver name and the cost center

You can check the table AP_WEB_SIGNING_LIMITS_ALL table for the signing limits as well.
If the manager does not have appropriate signing limit for the cost center and the operating unit, the expense report will go to his manager for approval. The expense report will keep on going up the supervisor hierarchy until the expense report is approved by someone who has appropriate signing limits or until it has reached the top of the hierarchy. When it reaches the top of the hierarchy without an approval the expense report is automatically returned to the employee who has raised the expense report with a message “No Approver Found”.

Step 2b: Import the Expense Report

Oracle iExpense home page

Click on Export Spreadsheet button on the top right region.

On clicking the button Oracle will ask whether you want to save or open the spreadsheet like the following

Click on Save. Once the file is saved, open the file.


Enter the expense report details into the spreadsheet.
Note:
The key fields like Expense Cost Center, Expense Template, etc. should match the values as set up in Oracle.
Once the values are filled in the spreadsheet, it will look like this

After you have filled out the expenses in the spreadsheet go back to the Oracle iExpense home page.


Click on Import Spreadsheet button.


The Import Spreadsheet page opens. Now follow the steps
  1. Clicking on Ctrl+A to select all the contents
  2. Clicking on Ctrl+C to copy the selected contents
  3. Click Ctrl+V to paste the spreadsheet contents into the field, Spreadsheet Import Area, on the OAF form.

Click on Continue


You are now taken to the Create Expense report page. As you can see the Purpose field is already populated with the value from the spreadsheet. Click on Next.


On the Expense report lines page the line has also been populated through the spreadsheet.
Important:
This method is useful when the user wants to enter an expense report that has a lot of lines, e.g. more than 20 lines. Then it saves a lot of time for the user as entering more than 20 lines in Oracle takes more time than entering the lines in a spreadsheet and importing those into Oracle.

Step 3a: Enter expense lines for Cash expenses

You will be taken to the expense line entry page

Enter an expense line as shown below


Click on the Details () button for this line.


Now the expense line details page opens. Enter an Expense Location.


We entered a location named, Abu Dhabi. This field is mandatory. The reason for this field being mandatory is because Policy has been defined for Expense Type: Dinner. Click on return to come back to the Expense lines page.

Note:
You can find out about setting up policy in this article.


You can now see that the column Reimbursable Amount has been populated. Click on Next to go to the Expense Allocations page..

Step 3b: Enter expense lines for Corporate Credit Card expenses

For corporate credit card transactions you cannot manually enter the transactions. Instead, these lines are automatically entered via the Credit Card interface. The user has to select the transactions and submit the lines as part of the expense report.
The Credit card expense lines will look like the following,

Select the link and click on Next


Enter a justification as shown


Click on Details to review the expense line details

Click on Return and you will go back to the Credit Card expenses page. Click on Next to go to the Expense Allocations page.

Step 4: Allocate and submit the expense report

After the cash and credit card expense lines are filled out, you will be taken to the Expense Allocations page. We shall continue with the example of the Cash expense as we filled out in Step 3a.

The charge account can be set over here. The default values of the charge account can be modified on this page. Click on Next once you are done.


This is the last page of creating the expense report. Review the entire expense report finally before submitting it. You can attach any document you want to by clicking on Add button.


We can attach text, URL or files. We shall attach a piece of text.


Once we are done click on Apply.


You are now taken back to the Review page.Once you are done reviewing the expense report, click on Submit button to submit the expense report.

Once the expense report is submitted a message is displayed on the top of the page with the expense report number. The expense report number generated is EY48653.

Step 5: Approve the expense report

Now the expense report has been submitted we have to wait for the report to be approved. On submission the expense report goes to the Approver selected on the first page of Create Expense Report. In our case the expense report will be waiting on Praveen Talekana Seetharama Rai for approval.

Let us now check the workflow. Login to Workflow Administrator and go to Status Monitor.


Search for Workflow Type: Expenses and User Key: EY48653 (the expense report number)


Press Go


You will find the workflow. Click on Activity History to check the activity list. Scroll down on the Activity History page.


You can see that the workflow is pending on the same approver. Open the notification by clicking on button.


Click on Approve to approve the report. Refresh and check the Activity History again.


The workflow shows that it has gone to the auditor now.

Step 6: Audit the expense report

Login to Oracle as the iExpense auditor and go to the iExpense auditor responsibility.

Note:
During the audit process we shall complete the audit assuming the auditor does not have any queries and the auditor completes the audit without any questions.


Search by the expense report number (EY48653).


Click on Go


Enter a date for Receipt Page Received Date. This is the date on which the iExpense auditor received the receipts for the expenses.


Scroll down on the page


Check the box called Receipt Verified.


Set the value of Expense Report Action to Complete Audit.


Click on Apply.


Once audit is complete the completion message is displayed on the auditor page.
 
Step 7: Import the expense report into Payables

Once the auditor completes audit the expense report approval is completed. If you check the expenses workflow you will find that the workflow has completed.


Now log in to Payables SuperUser or its equivalent responsibility.
On the menu click on View > Requests and select the option to execute a concurrent program.

Execute the seeded program named, Expense Report Import.


Enter the parameters. You can give any value in Batch Name as long as this value has not been used as Batch Name in a previous run of this program.


Once the parameters are entered press OK.

Press Submit to execute the concurrent program.

When the program completes check the output.



Step 8: Check the Payables Invoice


In a Payables responsibility in which you can view invoices navigate to the following,
Navigation: Invoices > Entry > Invoices

Query for the invoice numbered, EY48653.


You can now view the expense report which has been imported into Payables as an Invoice.
Points to note:
  1. The Payables invoice number and the expense report numbers are the same
  2. Supplier Name is the name of the employee as the employee is set up as a supplier in Payables.
  3. Description of the Payables invoice that has been imported from iExpenses is Expense Report.
  4. Document Category Name for this invoice is Expense Report Invoices.
  5. Invoice distribution account will be the same as the expense report distribution account
  6. Invoice line Description will be the same as the expense report Expense Type.