R 12 Iexpenses Setup

568844896.
docxUMENTATION
DOCUMENTATION
ON
INTERNET EXPENSES
PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 1 -

568844896.docxUMENTATION
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.

INDEX
1. CREATE RESPONSIBILITIES
2. ASSIGN PROFILE OPTIONS TO RESPONSIBILITIES
3. CREATE USERS
4. CREATE EMPLOYEES
5. ASSIGN SUPERVISOR TO 1 EMPLOYEE
6. ASSIGN EMPLOYEES TO USERS
7. ASSIGN SIGNING LIMITS
8. SET PROFILE OPTIONS-FINANCIAL-PAYABLES
9. SET SETUPS FOR INTERNET EXPENSES SETUP AND ADMINISTRATION
10. CREATE EXPENSES REPORT
11. SUBMIT EXPENSES REPORT BY EMPLOYEE
12. APPROVE EXPENSES REPORT BY SUPERVISOR
13. CREATE EXPENSES REPORT INVOICE
14. SUBMIT A NEW REQUEST
15. VIEW OUTPUT
16. QUERY INVOICE WITH INVOICE NO.

Basic setup required for internet Expenses
STEP1. CREATE RESPONSIBILITIES

a. INTERNET EXPENSES
b. PAYABLES MANAGER
c. US HRMS MANAGER
d. WORKFLOW USER WEB APPLICATION
e. INTERNET EXPENSES SETUP ADMINISTRATOR
f. SYSTEM ADMINISTRATOR
Step2. ASSIGN PROFILE OPTIONS
STEP3. CREATE USERS

a. EMPLOYEE ---SUBORDONATE
b. EMPLOYEE—SUPERVISOR
STEP4. CREATE EMPLOYEES

1. EMPLOYEE ---SUBORDONATE
2. EMPLOYEE—SUPERVISOR
STEP5. ASSIGN EMPLOYEES TO USERS
STEP6. ASSIGN SIGNING LIMITS

STEP7. DEFINE EXPENSE REPORT TEMPLATE
STEP8. CREATE EXPENSE REPORT
STEP9. SUBMIT EXPENSE REPORT
STEP10. APPROVAL EXPENSE REPORT
STEP11. CREATE EXPENSE REPORT INVOICE
STEP12. SUBMIT NEW REQUEST
STEP13. VIEW OUTPUT---------COPY INVOICE NO.
STEP14. INVOICES---F11---- CTRL F11----REQUERY INVOICE

SETUP REQUIRED FOR CREATING I-EXPENSES USING MULTI-ORG:
LOGIN IN AS OPERATIONS

CLICK ON LOGIN
AFTER LOGIN SELECT SYSTEM ADMINISTRATOR APPLICATION
CREATE RESPONSIBILITIES
STEP1 CREATE RESPONSIBILITIES
1. INTERNET EXPENSES
2. PAYABLES MANAGER
3. HRMS
4. WORKFLOW USER WEB APPLICATION
5. INTERNET EXPENSES AND SETUP ADMINISTRATION
1. CREATE INTERNET EXPENSES RESPONSIBILITY
NAVIGATION SECURITY RESPONSIBILITY DEFINE

SAVE IT
2. CREATE INTERNET EXPENSES SETUP ADMINISTRATION RESPONSIBILITY

SAVE IT
3. CREATE WORKFLOW USER WEB APPLICATION RESPONSIBILITY

SAVE IT
4. CREATE PAYABLES MANAGER RESPONSIBILITY

SAVE IT
5. CREATE HRMS RESPONSIBILITY

SAVE IT
STEP2. WE HAVE TO ASSIGN PROFILE OPTIONS TO ALL 5 RESPONSIBILITIES
NAVIGATION PROFILE SYSTEM
1. ORACLE INTERNET EXPENSES RESP

CLICK ON FIND
SAVE IT

CLICK ON FIND
SAVE IT

CLICK ON FIND
SAVE IT

CLICK ON FIND
SAVE IT

CLICK ON FIND
SAVE IT

CLICK ON FIND
SAVE IT
SAME LIKE THIS DO FOR ALL OTHER RESPONSIBILITIES
WE SHOULD NOT TAKE OIE: ENABLE APPROVER PROFILE OPTION TO

OTHERS RESPONSIBILITIES

2. ORACLE WORKFLOW USER WEB APPLICATION RESP
3. ORACLE PAYABLES MANAGER RESP
4. ORACLE HRMS RESP

5. ORACLE INTERNET EXPENSES SETUP ADMINISTRATION RESP

6. SYSTEM ADMINISTRATOR
FOR BOTH THIS RESPONSIBILITIES WE WON’T ASSIGN ANY PROFILE

OPTIONS
STEP3. CREATE USERS
WE HAVE TO CREATE 2 USERS

1. SUBORDANATE (JUNIOR EMPLOYEE)
2. SUPERVISOR APPROVAL PERSON SENIOR EMPLOYEE
NAVIGATION SECURITY USER DEFINE
1. USER ONE AS SUBORDANATE ORACLE EMPLOYEE

ASSIGN ONLY 3 RESPONSIBILITIES TO THIS USER

1. ORACLE INTERNET EXPENSES
2. ORACLE WORKFLOW USER WEB APPLICATION
SAVE IT
2. CREATE ANOTHER EMPLOYEE AS SUPERVISOR APPROVAL PERSON
NAVIGATION SECURITY USER DEFINE

ASSIGN HIM 6 RESPONSIBILITIES

1. ORACLE INTERNET EXPENSES RESP
2. ORACLE INTERNET EXPENSES SETUP ADMIISTRATION
3. ORACLE WORKFLOW USER WEB APPLICATION
4. ORACLE PAYABLES MANAGER
5. ORACLE HRMS RESP
SAVE IT
LOG OUT FROM OPERATIONS
LOG INAS ORACLE SUPERVISOR

CLICK ON LOGIN
CLICK ON SUBMIT
SELECT THE PAYABLES MANAGER RESPONSIBILITY

DEFINE THE FINANCIAL OPTIONS
NAVIGATION SETUP OPTIONS FINANCIAL OPTIONS
SAVE IT

SAVE IT
SET THE PAYABLES OPTIONS
NAVIGATION SETUP OPTIONS PAYABLES OPTIONS

SELECT THYE CURRENCY TAB

SAVE IT
SELECT THE INVOICE TAB

SELECT THE APPROVAL TAB

SELECT THE PAYMENT TAB

SAVE IT
SET THE PAYABLES SYSTEM SETUP
NAVIGATION SETUP OPTIONS PAYABLES SYSTEM SETUP

SAVE IT
OPEN THE PERIODS
NAVIGATION ACCOUNTING CONTROL PAYABLES PERIODS

OPEN PERIOD FOR MAY MONTH
SAVE IT

SELECT ORACLE HRMS RESPONSIBILITY

CREATE EMPLOYEES
NAVIGATION PEOPLE ENTER AND MAINTAIN
CLICK ON NEW

CLICK ON ASSIGNMENT TAB

SAVE IT
CREATE ANOTHER EMPLOYEE
NAVIGATION PEOPLE ENTER AND MAINTAIN

CLICK ON ASSIGNMENT TAB

SAVE IT
SELECT SUPERVISOR TAB
UNDER TAB
GIVE THE SUPERVISOR NAME
SAVE IT
SWITCH TO SYSTEM ADMINISTRATOR
ASSIGN THIS EMPLOYEES TO USERS
NAVIGATION SECURITYUSER DEFINE
QUERY WITH USER NAME ORACLE SUPERVISOR  F11 Ctrl F11

SAVE IT
AND SAME LIKE THIS ASSIGN TO ANOTHER USER ORACLE EMPLOYEE

SAVE IT
SWITCH TO ORACLE PAYABLES MANAGER RESPONSIBILITY
CREATE THE SIGNING LIMITS
NAVIGATION EMPLOYEES  SIGNING LIMITS
SAVE IT
SWITCH TO INTERNET EXPENSES SET UP ADMINISTRATION RESP
SELECT INTERNET EXPENSES SETUP

SELECT ACCOUNTING TAB UNDER ACCOUNTING TAB SELECT OUR CHART

OF ACCOUNTS
CLICK ON DEFINE

WE CAN DEFINE SEGMENTS BEHAVIOUR

BY CHANGING THE STATUS DISABLED, ENABLED AND READ ONLY

CLICK ON APPLY
AFTER APPLYING WE SEE THE LAST UPDATED BY

CLOSE THIS WINDOW
NEXT SELECT THE CONTEXT TAB

HERE WE SELECT OUR OPERATING UNIT
JUST TYPE OPERATING UNIT NAME ------------- CLICK ON GO
ENABLE OUR OPERATING IN CHECK BOX AND CLICK ON ADD TO

SELECTIONS
OUR OPERATING WILL BE ADDED
NEXT SELECT THE POLICY TAB

UNDER POLICY TAB SELECT  SELECT EXPENSES FIELDS TAB
HERE WE DEFINE WHETHER MERCHANT REQUIRES OR NOT
SAVE IT

NEXT SELECT AIRFARE
CLICK ON SAVE IT
SAME LIKE THIS TO NEXT ALL EXPENSES CATEGORY
NEXT SELECT EXCHANGE RATES

CLICK ON GENERAL TAB
UNDER GENERAL WE DEFINE LOCATIONS FORM WHICH LOCATION

EXPENSES REPORT BEEN SUBMITTED BY EMPLOYEE.
NEXT SELECT THE TAX TAB
HERE WE CAN SET THE VAT DETAILS FOR MERCHANTS

WE CAN DEFINE AND SAVE IT IF REQUIRED
NEXT SELECT AUDIT RULES TAB
JUST CLICK ON CREATE AUDIT RULES TAB

CLICK ON APPLY

NEXT SELECT RULE ASSIGNMENTS
CLICK ON UPDATE

CLICK ON ADD ANOTHER ROW

CLICK ON APPLY
NEXT CLICK ON AUDIT LIST

CLICK ON CREATE AUDIT LIST RULE SET

CLICK ON APPLY

NEXT CLICK ON CREDIT CARDS TAB
WE CAN SET THE USAGE OF CARD LIMIT USE FOR EACH AND EVERY
EXPENSES CATEGORY
IF AN EMPLOYEE IS GOING TO USE CREDIT CARD WE SET HERE

JUST SAVE IT
CLICK ON TRANSACTION SUBMISSION

JUST SAVE IT
CLOSE THIS WINDOW
SELECT INTERNET EXPENSES ADMINISTRATION

HERE WE DEFINE CREDIT CARD TRANSACTIONS

IF AN EMPLOYEE IS GOING TO USE CREDIT CARD TRANSACTIONS THEN WE

HAVE TO DEFINE HERE OTHER WISE NO
CLOSE THIS WINDOW
SELECT PAYABLES MANAGER RESPONSIBILITY
WE HAVE TO CREATE EXPENSES REPORT TEMPLATE
NAVIGATION SETUP INVOICE EXPENSES REPORT TEMPLATES

JUST SAVE IT
LOGOUT FROM SUPERVISOR USER
LOGIN AS EMPLOYEE USER

Click on login
CLICK ON SUBMIT
SELECT THE ORACLE INTERNET EXPENSES RESPONSIBILITY

CLICK ON CREATE EXPENSES REPORT

CLICK ON NEXT

CLICK ON DETAILS

HERE WE HAVE TO ASSIGN MERCHANT NAME: TAJ KRISHNA
CLICK ON CONTINUE
FORM OPEN FOR NEXT EXPENSES CATEGORY AIRFARE

CLICK ON RETURN TAB

CLICK ON NEXT

CLICK ON SUBMIT

WE GET AFTER SUBMIT CONFIRMATION MESSAGE
NOW SELECT THE ORACLE USER WEB APPLICATION RESPONSIBILITY

SELECT HOME

SELECT WORKFLOW

CLICK ON VIEW DIAGRAM



LOG OUT FROM ORACLE EMPLOYEE USER
LOG IN AS ORACLE SUPERVISOR USER

Select INTERNET EXPENSES RESPONSIBILITY

SELECT THE EXPENSES REPORT SEND BY RAM EMPLOYEE


WE CAN WRITE NOTE TO EMPLOYEE
CLICK ON APPROVE TAB
IT WILL APPROVED TO SEE THE WORKFLOW
SELECT WORKFLOW USER WEB APPLICATION RESP

SELECT NOTIFICATION


CLOSE THE WINDOW
LOGOUT FROM SUPERVISOR USER

AND LOGIN AS EMPLOYEE USER

SELECT THE INTERNET EXPENSES RESPONSIBILITY

AND THE STATUS WILL BE PENDING AT PAYABLES APPROVAL
CLOSE THE WINDOW
SELECT WORKFLOW USER WEB APPLICATION RESPONSIBILITY

SELECT HOME

SELECT WORKFLOW

SELECT FIRT ONE AND CLICK ON VIEW DIAGRAM


CLOSE WINDOW
LOGOUT FROM EMPLOYEE USER
LOGIN AS SUPERVISOR USER

Navigation invoices entry expenses reports

CLICK ON MERCHANT TAB AND DEFINE MERCHANT NAME

CLICK ON RECEIPT CLASS

COUNTRY OF SUPPLY INDIA
CLICK ON CURRENCY TAB

CLICK ON EXPENSE AUDIT TAB

CLICK ON ADJUSTMENTS TAB

JUST SAVE IT
LOG OUT FROM SUPERVISOR USER
LOGIN AS EMPLOYEE USER
SELECT INTERNET EXPENSES RESPONSIBILITY

WE CAN SEE THE STATUS AS READY FOR PAYMENT
RUN 1 REQUEST

CLICK ON SUBMIT A NEW REQUEST
SAY OK

SAY OK

CLICK ON SUBMIT
SAY NO



R 12 Iexpenses Setup

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

R 12 Iexpenses Setup

Uploaded by

Copyright:

Available Formats

568844896.

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 1 -

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.

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 2 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 3 -

Basic setup required for internet Expenses

STEP1. CREATE RESPONSIBILITIES

STEP3. CREATE USERS

STEP4. CREATE EMPLOYEES

STEP5. ASSIGN EMPLOYEES TO USERS

STEP6. ASSIGN SIGNING LIMITS

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 4 -

SETUP REQUIRED FOR CREATING I-EXPENSES USING MULTI-ORG:

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 5 -

AFTER LOGIN SELECT SYSTEM ADMINISTRATOR APPLICATION

STEP1 CREATE RESPONSIBILITIES

1. CREATE INTERNET EXPENSES RESPONSIBILITY

NAVIGATION SECURITY RESPONSIBILITY DEFINE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 6 -

2. CREATE INTERNET EXPENSES SETUP ADMINISTRATION RESPONSIBILITY

NAVIGATION SECURITY RESPONSIBILITY DEFINE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 7 -

3. CREATE WORKFLOW USER WEB APPLICATION RESPONSIBILITY

NAVIGATION SECURITY RESPONSIBILITY DEFINE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 8 -

4. CREATE PAYABLES MANAGER RESPONSIBILITY

NAVIGATION SECURITY RESPONSIBILITY DEFINE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 9 -

5. CREATE HRMS RESPONSIBILITY

NAVIGATION SECURITY RESPONSIBILITY DEFINE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 10 -

STEP2. WE HAVE TO ASSIGN PROFILE OPTIONS TO ALL 5 RESPONSIBILITIES

NAVIGATION PROFILE SYSTEM

1. ORACLE INTERNET EXPENSES RESP

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 11 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 12 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 13 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 14 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 15 -

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 16 -

SAME LIKE THIS DO FOR ALL OTHER RESPONSIBILITIES

WE SHOULD NOT TAKE OIE: ENABLE APPROVER PROFILE OPTION TO

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 17 -

2. ORACLE WORKFLOW USER WEB APPLICATION RESP

3. ORACLE PAYABLES MANAGER RESP

4. ORACLE HRMS RESP

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 18 -

5. ORACLE INTERNET EXPENSES SETUP ADMINISTRATION RESP

FOR BOTH THIS RESPONSIBILITIES WE WON’T ASSIGN ANY PROFILE

STEP3. CREATE USERS

WE HAVE TO CREATE 2 USERS

NAVIGATION SECURITY USER DEFINE

1. USER ONE AS SUBORDANATE ORACLE EMPLOYEE

PREPARED BY M.SUBASH KUMAR ASSIGNMENT BY LAXMAN- 19 -

ASSIGN ONLY 3 RESPONSIBILITIES TO THIS USER