R-12 Iexpenses Setup

210618991.
docUMENTATION
DOCUMENTATION ON INTERNET EXPENSES
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210618991.docUMENTATION
INTRODUCTION
USING ORACLE INTERNET EXPENSES MODULE, EMPLOYEES CAN ENTER AND SUBMIT EXPENSES REPORTS.THERE IS A WORKFLOW PROCESS THAT IS INITIATED BEHIND WHEN AN EXPENSES REPORT IS SUBMITTED WHICH AUTOMATICALLY ROUTES EXPENSES REPORT FOR APPROVAL. ORACLE INTERNET EXPENSES INTEGRATES WITH ORACLE PAYABLES TO PROVIDE QUICK PROCESSING OF EXPENSES REPORT FOR PAYMENT WITH ORACLE INTERNET EXPENSES, EMPLOYEES CAN ENTER AND SUBMIT EXPENSES REPORTS USING A STANDARD WEB BROWSER OR A WEB ENABLED MOBILE DEVIC OR IMPORT A SPREAD SHEETS.
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INDEX
1. CREATE RESPONSIBILITIES 2. ASSIGN PROFILE OPTIONS TO RESPONSIBILITIES 3. CREATE USERS . CREATE EMPLO!EES ". ASSIGN SUPER#ISOR TO 1 EMPLO!EE 6. ASSIGN EMPLO!EES TO USERS $. ASSIGN SIGNING LIMITS 8. SET PROFILE OPTIONS-FINANCIAL-PA!ABLES 9. SET SETUPS FOR INTERNET EXPENSES SETUP AND ADMINISTRATION 10. CREATE EXPENSES REPORT 11. SUBMIT EXPENSES REPORT B! EMPLO!EE 12. APPRO#E EXPENSES REPORT B! SUPER#ISOR 13. CREATE EXPENSES REPORT IN#OICE 1 . SUBMIT A NE% RE&UEST 1". #IE% OUTPUT 16. &UER! IN#OICE %IT' IN#OICE NO.
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STEP1. CREATE RESPONSIBILITIES

(. INTERNET EXPENSES 4. PA!ABLES MANAGER c. US 'RMS MANAGER d. %OR5FLO% USER %EB APPLICATION +. INTERNET EXPENSES SETUP ADMINISTRATOR 1.
S!STEM ADMINISTRATOR
S,+.2. ASSIGN PROFILE OPTIONS STEP3. CREATE USERS

(. EMPLO!EE ---SUBORDONATE 4. EMPLO!EE6SUPER#ISOR
STEP . CREATE EMPLO!EES 1. 2. EMPLO!EE ---SUBORDONATE EMPLO!EE6SUPER#ISOR
STEP". ASSIGN EMPLO!EES TO USERS
STEP6. ASSIGN SIGNING LIMITS STEP$. DEFINE EXPENSE REPORT TEMPLATE STEP8. CREATE EXPENSE REPORT STEP9. SUBMIT EXPENSE REPORT STEP10. APPRO#AL EXPENSE REPORT STEP11. CREATE EXPENSE REPORT IN#OICE STEP12. SUBMIT NE% RE&UEST STEP13. #IE% OUTPUT---------COP! IN#OICE NO. STEP1 . IN#OICES---F11---- CTRL F11----RE&UER! IN#OICE
SETUP RE&UIRED FOR CREATING I-EXPENSES USING MULTI-ORG7
LOGIN IN AS OPERATIONS
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CLIC5 ON LOGIN AFTER LOGIN SELECT S!STEM ADMINISTRATOR APPLICATION CREATE RESPONSIBILITIES STEP1 CREATE RESPONSIBILITIES 1. 2. 3. . ". INTERNET EXPENSES PA!ABLES MANAGER 'RMS %OR5FLO% USER %EB APPLICATION INTERNET EXPENSES AND SETUP ADMINISTRATION
1. CREATE INTERNET EXPENSES RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE

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SA#E IT 2. CREATE INTERNET EXPENSES SETUP ADMINISTRATION RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE
-$-
SA#E IT 3. CREATE %OR5FLO% USER %EB APPLICATION RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE
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SA#E IT . CREATE PA!ABLES MANAGER RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE
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SA#E IT ". CREATE 'RMS RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE
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SA#E IT STEP2. %E 'A#E TO ASSIGN PROFILE OPTIONS TO ALL " RESPONSIBILITIES NA#IGATION PROFILE S!STEM 1. ORACLE INTERNET EXPENSES RESP
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CLIC5 ON FIND
SA#E IT
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CLIC5 ON FIND
SA#E IT
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CLIC5 ON FIND
SA#E IT
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CLIC5 ON FIND
SA#E IT
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CLIC5 ON FIND
SA#E IT
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CLIC5 ON FIND
SA#E IT SAME LI5E T'IS DO FOR ALL OT'ER RESPONSIBILITIES %E S'OULD NOT TA5E OIE7 ENABLE APPRO#ER PROFILE OPTION TO OT'ERS RESPONSIBILITIES
- 1$ -
2. ORACLE %OR5FLO% USER %EB APPLICATION RESP
3. ORACLE PA!ABLES MANAGER RESP
. ORACLE 'RMS RESP
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". ORACLE INTERNET EXPENSES SETUP ADMINISTRATION RESP 6. S!STEM ADMINISTRATOR FOR BOT' T'IS RESPONSIBILITIES %E %ON8T ASSIGN AN! PROFILE OPTIONS STEP3. CREATE USERS %E 'A#E TO CREATE 2 USERS 1. SUBORDANATE 9:UNIOR EMPLO!EE; 2. SUPER#ISOR APPRO#AL PERSON SENIOR EMPLO!EE NA#IGATION SECURIT! USER DEFINE
1. USER ONE AS SUBORDANATE ORACLE EMPLO!EE
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ASSIGN ONL! 3 RESPONSIBILITIES TO T'IS USER 1. ORACLE INTERNET EXPENSES 2. ORACLE %OR5FLO% USER %EB APPLICATION 3. S!STEM ADMINISTRATOR SA#E IT 2. CREATE ANOT'ER EMPLO!EE AS SUPER#ISOR APPRO#AL PERSON NA#IGATION SECURIT! USER DEFINE
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ASSIGN 'IM 6 RESPONSIBILITIES 1. ORACLE INTERNET EXPENSES RESP 2. ORACLE INTERNET EXPENSES SETUP ADMIISTRATION 3. ORACLE %OR5FLO% USER %EB APPLICATION . ORACLE PA!ABLES MANAGER ". ORACLE 'RMS RESP 6. S!STEM ADMINISTRATOR SA#E IT LOG OUT FROM OPERATIONS LOG INAS ORACLE SUPER#ISOR
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CLIC5 ON LOGIN
CLIC5 ON SUBMIT
SELECT T'E PA!ABLES MANAGER RESPONSIBILIT!
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DEFINE T'E FINANCIAL OPTIONS NA#IGATION SETUP OPTIONS FINANCIAL OPTIONS
SA#E IT
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SA#E IT SET T'E PA!ABLES OPTIONS NA#IGATION SETUP OPTIONS PA!ABLES OPTIONS
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SELECT T'!E CURRENC! TAB
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SA#E IT SELECT T'E IN#OICE TAB
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SELECT T'E APPRO#AL TAB
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SELECT T'E PA!MENT TAB
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SA#E IT SET T'E PA!ABLES S!STEM SETUP NA#IGATION SETUP OPTIONS PA!ABLES S!STEM SETUP
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SA#E IT OPEN T'E PERIODS NA#IGATION ACCOUNTING CONTROL PA!ABLES PERIODS
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OPEN PERIOD FOR MA! MONT' SA#E IT
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SELECT ORACLE 'RMS RESPONSIBILIT! CREATE EMPLO!EES NA#IGATION PEOPLE ENTER AND MAINTAIN
CLIC5 ON NE%
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CLIC5 ON ASSIGNMENT TAB
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SA#E IT
CREATE ANOT'ER EMPLO!EE NA#IGATION PEOPLE ENTER AND MAINTAIN
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CLIC5 ON ASSIGNMENT TAB
- 3" -
SA#E IT
SELECT SUPER#ISOR TAB UNDER TAB GI#E T'E SUPER#ISOR NAME SA#E IT S%ITC' TO S!STEM ADMINISTRATOR ASSIGN T'IS EMPLO!EES TO USERS NA#IGATION SECURIT!USER DEFINE &UER! %IT' USER NAME ORACLE SUPER#ISOR F11 C,/< F11
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SA#E IT AND SAME LI5E T'IS ASSIGN TO ANOT'ER USER ORACLE EMPLO!EE
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SA#E IT S%ITC' TO ORACLE PA!ABLES MANAGER RESPONSIBILIT! CREATE T'E SIGNING LIMITS NA#IGATION EMPLO!EES SIGNING LIMITS
SA#E IT S%ITC' TO INTERNET EXPENSES SET UP ADMINISTRATION RESP
SELECT INTERNET EXPENSES SETUP
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SELECT ACCOUNTING TAB UNDER ACCOUNTING TAB SELECT OUR C'ART OF ACCOUNTS CLIC5 ON DEFINE
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%E CAN DEFINE SEGMENTS BE'A#IOUR B! C'ANGING T'E STATUS DISABLED= ENABLED AND READ ONL!
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CLIC5 ON APPL! AFTER APPL!ING %E SEE T'E LAST UPDATED B!
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CLOSE T'IS %INDO% NEXT SELECT T'E CONTEXT TAB
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'ERE %E SELECT OUR OPERATING UNIT :UST T!PE OPERATING UNIT NAME ------------- CLIC5 ON GO ENABLE OUR OPERATING IN C'EC5 BOX AND CLIC5 ON ADD TO SELECTIONS OUR OPERATING %ILL BE ADDED NEXT SELECT T'E POLIC! TAB
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UNDER POLIC! TAB SELECT SELECT EXPENSES FIELDS TAB 'ERE %E DEFINE %'ET'ER MERC'ANT RE&UIRES OR NOT
SA#E IT
NEXT SELECT AIRFARE
CLIC5 ON SA#E IT
SAME LI5E T'IS TO NEXT ALL EXPENSES CATEGOR! NEXT SELECT EXC'ANGE RATES
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CLIC5 ON GENERAL TAB UNDER GENERAL %E DEFINE LOCATIONS FORM %'IC' LOCATION EXPENSES REPORT BEEN SUBMITTED B! EMPLO!EE. NEXT SELECT T'E TAX TAB 'ERE %E CAN SET T'E #AT DETAILS FOR MERC'ANTS
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%E CAN DEFINE AND SA#E IT IF RE&UIRED NEXT SELECT AUDIT RULES TAB
:UST CLIC5 ON CREATE AUDIT RULES TAB
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CLIC5 ON APPL!
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NEXT SELECT RULE ASSIGNMENTS
CLIC5 ON UPDATE
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CLIC5 ON ADD ANOT'ER RO%
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CLIC5 ON APPL! NEXT CLIC5 ON AUDIT LIST
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CLIC5 ON CREATE AUDIT LIST RULE SET
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CLIC5 ON APPL!
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NEXT CLIC5 ON CREDIT CARDS TAB %E CAN SET T'E USAGE OF CARD LIMIT USE FOR EAC' AND E#ER! EXPENSES CATEGOR! IF AN EMPLO!EE IS GOING TO USE CREDIT CARD %E SET 'ERE
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:UST SA#E IT CLIC5 ON TRANSACTION SUBMISSION
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:UST SA#E IT CLOSE T'IS %INDO% SELECT INTERNET EXPENSES ADMINISTRATION
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'ERE %E DEFINE CREDIT CARD TRANSACTIONS
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IF AN EMPLO!EE IS GOING TO USE CREDIT CARD TRANSACTIONS T'EN %E 'A#E TO DEFINE 'ERE OT'ER %ISE NO CLOSE T'IS %INDO% SELECT PA!ABLES MANAGER RESPONSIBILIT! %E 'A#E TO CREATE EXPENSES REPORT TEMPLATE NA#IGATION SETUP IN#OICE EXPENSES REPORT TEMPLATES
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:UST SA#E IT LOGOUT FROM SUPER#ISOR USER LOGIN AS EMPLO!EE USER
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C<*c> o2 <o?*2
CLIC5 ON SUBMIT
SELECT T'E ORACLE INTERNET EXPENSES RESPONSIBILIT!
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CLIC5 ON CREATE EXPENSES REPORT
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CLIC5 ON NEXT
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CLIC5 ON DETAILS
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'ERE %E 'A#E TO ASSIGN MERC'ANT NAME7 TA: 5RIS'NA CLIC5 ON CONTINUE FORM OPEN FOR NEXT EXPENSES CATEGOR! AIRFARE
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CLIC5 ON RETURN TAB
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CLIC5 ON NEXT
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CLIC5 ON SUBMIT
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%E GET AFTER SUBMIT CONFIRMATION MESSAGE
NO% SELECT T'E ORACLE USER %EB APPLICATION RESPONSIBILIT!
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SELECT 'OME
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SELECT %OR5FLO%
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CLIC5 ON #IE% DIAGRAM
- $1 -
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LOG OUT FROM ORACLE EMPLO!EE USER LOG IN AS ORACLE SUPER#ISOR USER
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S+<+c, INTERNET EXPENSES RESPONSIBILIT!
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SELECT T'E EXPENSES REPORT SEND B! RAM EMPLO!EE
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- $$ -
%E CAN %RITE NOTE TO EMPLO!EE CLIC5 ON APPRO#E TAB IT %ILL APPRO#ED TO SEE T'E %OR5FLO% SELECT %OR5FLO% USER %EB APPLICATION RESP
- $8 -
SELECT NOTIFICATION
- $9 -
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CLOSE T'E %INDO% LOGOUT FROM SUPER#ISOR USER AND LOGIN AS EMPLO!EE USER
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SELECT T'E INTERNET EXPENSES RESPONSIBILIT!
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AND T'E STATUS %ILL BE PENDING AT PA!ABLES APPRO#AL
CLOSE T'E %INDO% SELECT %OR5FLO% USER %EB APPLICATION RESPONSIBILIT!
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SELECT 'OME
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SELECT %OR5FLO%
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SELECT FIRT ONE AND CLIC5 ON #IE% DIAGRAM
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CLOSE %INDO% LOGOUT FROM EMPLO!EE USER LOGIN AS SUPER#ISOR USER
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N(@*?(,*o2 *2@o*c+) +2,/A +3.+2)+) /+.o/,)
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CLIC5 ON MERC'ANT TAB AND DEFINE MERC'ANT NAME
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CLIC5 ON RECEIPT CLASS
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COUNTR! OF SUPPL! INDIA CLIC5 ON CURRENC! TAB
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CLIC5 ON EXPENSE AUDIT TAB
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CLIC5 ON AD:USTMENTS TAB
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:UST SA#E IT
LOG OUT FROM SUPER#ISOR USER LOGIN AS EMPLO!EE USER SELECT INTERNET EXPENSES RESPONSIBILIT!
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%E CAN SEE T'E STATUS AS READ! FOR PA!MENT RUN 1 RE&UEST
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CLIC5 ON SUBMIT A NE% RE&UEST SA! O5
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SA! O5
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CLIC5 ON SUBMIT SA! NO
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R-12 Iexpenses Setup

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R-12 Iexpenses Setup

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210618991.

DOCUMENTATION ON INTERNET EXPENSES

B()*c )+,-. /+0-*/+d 1o/ *2,+/2+, E3.+2)+)

STEP1. CREATE RESPONSIBILITIES

S,+.2. ASSIGN PROFILE OPTIONS STEP3. CREATE USERS

STEP". ASSIGN EMPLO!EES TO USERS

SETUP RE&UIRED FOR CREATING I-EXPENSES USING MULTI-ORG7

1. CREATE INTERNET EXPENSES RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE

SA#E IT . CREATE PA!ABLES MANAGER RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE

SA#E IT ". CREATE 'RMS RESPONSIBILIT! NA#IGATION SECURIT! RESPONSIBILIT! DEFINE

2. ORACLE %OR5FLO% USER %EB APPLICATION RESP

3. ORACLE PA!ABLES MANAGER RESP

. ORACLE 'RMS RESP

1. USER ONE AS SUBORDANATE ORACLE EMPLO!EE

SELECT T'E PA!ABLES MANAGER RESPONSIBILIT!

DEFINE T'E FINANCIAL OPTIONS NA#IGATION SETUP OPTIONS FINANCIAL OPTIONS

SELECT T'!E CURRENC! TAB

SA#E IT SELECT T'E IN#OICE TAB

SELECT T'E APPRO#AL TAB

SELECT T'E PA!MENT TAB

SA#E IT OPEN T'E PERIODS NA#IGATION ACCOUNTING CONTROL PA!ABLES PERIODS

OPEN PERIOD FOR MA! MONT' SA#E IT

CLIC5 ON ASSIGNMENT TAB

CREATE ANOT'ER EMPLO!EE NA#IGATION PEOPLE ENTER AND MAINTAIN

CLIC5 ON ASSIGNMENT TAB

SA#E IT S%ITC' TO INTERNET EXPENSES SET UP ADMINISTRATION RESP

SELECT INTERNET EXPENSES SETUP

CLIC5 ON APPL! AFTER APPL!ING %E SEE T'E LAST UPDATED B!

CLOSE T'IS %INDO% NEXT SELECT T'E CONTEXT TAB

NEXT SELECT AIRFARE

:UST CLIC5 ON CREATE AUDIT RULES TAB

NEXT SELECT RULE ASSIGNMENTS

CLIC5 ON ADD ANOT'ER RO%

CLIC5 ON APPL! NEXT CLIC5 ON AUDIT LIST

CLIC5 ON CREATE AUDIT LIST RULE SET

:UST SA#E IT CLIC5 ON TRANSACTION SUBMISSION

:UST SA#E IT CLOSE T'IS %INDO% SELECT INTERNET EXPENSES ADMINISTRATION

'ERE %E DEFINE CREDIT CARD TRANSACTIONS

:UST SA#E IT LOGOUT FROM SUPER#ISOR USER LOGIN AS EMPLO!EE USER

SELECT T'E ORACLE INTERNET EXPENSES RESPONSIBILIT!

CLIC5 ON CREATE EXPENSES REPORT

CLIC5 ON RETURN TAB

%E GET AFTER SUBMIT CONFIRMATION MESSAGE

NO% SELECT T'E ORACLE USER %EB APPLICATION RESPONSIBILIT!

CLIC5 ON #IE% DIAGRAM

S+<+c, INTERNET EXPENSES RESPONSIBILIT!

SELECT T'E EXPENSES REPORT SEND B! RAM EMPLO!EE

SELECT T'E INTERNET EXPENSES RESPONSIBILIT!

AND T'E STATUS %ILL BE PENDING AT PA!ABLES APPRO#AL

CLOSE T'E %INDO% SELECT %OR5FLO% USER %EB APPLICATION RESPONSIBILIT!

SELECT FIRT ONE AND CLIC5 ON #IE% DIAGRAM

CLOSE %INDO% LOGOUT FROM EMPLO!EE USER LOGIN AS SUPER#ISOR USER

N(@*?(,*o2 *2@o*c+) +2,/A +3.+2)+) /+.o/,)

CLIC5 ON MERC'ANT TAB AND DEFINE MERC'ANT NAME

CLIC5 ON RECEIPT CLASS

COUNTR! OF SUPPL! INDIA CLIC5 ON CURRENC! TAB

CLIC5 ON EXPENSE AUDIT TAB

CLIC5 ON AD:USTMENTS TAB

%E CAN SEE T'E STATUS AS READ! FOR PA!MENT RUN 1 RE&UEST

CLIC5 ON SUBMIT A NE% RE&UEST SA! O5

CLIC5 ON SUBMIT SA! NO

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