r-12 iexpenses setup doc(1)

8/13/2019 R-12 Iexpenses Setup Doc(1)

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210618991.docUMENTATION

DOCUMENTATION

ON

INTERNET EXPENSES

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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 RESPONSIBILITIES2. 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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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. INTERNET EXPENSES

2. PA!ABLES MANAGER

3. 'RMS

. %OR5FLO% USER %EB APPLICATION". INTERNET EXPENSES AND SETUP ADMINISTRATION

1. CREATE INTERNET EXPENSES RESPONSIBILIT!

NA#IGATIONSECURIT!RESPONSIBILIT!DEFINE

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SA#E IT

2. CREATE INTERNET EXPENSES SETUP ADMINISTRATION RESPONSIBILIT!


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SA#E IT

3. CREATE %OR5FLO% USER %EB APPLICATION RESPONSIBILIT!


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SA#E IT

. CREATE PA!ABLES MANAGER RESPONSIBILIT!


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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#ERPROFILE OPTION TO

OT'ERS RESPONSIBILITIES

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2. ORACLE %OR5FLO% USER %EB APPLICATION RESP

3. ORACLE PA!ABLES MANAGER RESP

. ORACLE 'RMS RESP

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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#IGATIONSECURIT!USERDEFINE

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ASSIGN 'IM 6 RESPONSIBILITIES

1. ORACLE INTERNET EXPENSES RESP

2. ORACLE INTERNET EXPENSES SETUP ADMIISTRATION3. 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#IGATIONSETUPOPTIONS FINANCIAL OPTIONS

SA#E IT

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SA#E IT

SET T'E PA!ABLES OPTIONS

NA#IGATIONSETUPOPTIONSPA!ABLES OPTIONS

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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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SA#E IT

SET T'E PA!ABLES S!STEM SETUP

NA#IGATIONSETUPOPTIONSPA!ABLES S!STEM SETUP

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SA#E IT

OPEN T'E PERIODS

NA#IGATIONACCOUNTINGCONTROL 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#IGATIONPEOPLEENTER 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#IGATIONPEOPLEENTER AND MAINTAIN

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CLIC5 ON ASSIGNMENT TAB

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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#IGATIONSECURIT!USERDEFINE

&UER! %IT' USER NAME ORACLE SUPER#ISORF11 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#IGATIONEMPLO!EESSIGNING 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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UNDER POLIC! TAB SELECTSELECT EXPENSES FIELDS TAB

'ERE %E DEFINE %'ET'ER MERC'ANT RE&UIRES OR NOT

SA#E IT

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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#IGATIONSETUPIN#OICEEXPENSES 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 o


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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 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

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LOG OUT FROM ORACLE EMPLO!EE USER

LOG IN AS ORACLE SUPER#ISOR USER

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S+


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

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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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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(@*?(,*o*@o*c+)+,/++)+) /+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 doc(1)

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