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iExpenseOracleeBusinessFinancial

OracleeBusinessFinancial
MahmoudElemamblog

ArchivefortheiExpenseCategory

iExpenseHowtoauthorizeanemployeetoenter
expensereportsforanotheremployee
PostedbyMahmoudElemamonJanuary5,2013
Youcanauthorizeanemployeetoenterexpensereportsforanotheremployee.Anemployee
whoisassignedtheresponsibilitytoenterexpensereportsforanotheremployeeisan
authorizeddelegate.Thereare2waysthiscouldbedone:
1.GotoSystemAdministrator>Security>Users
QueryfortheUsersrecord.UnderSecuringAttributestab,addthebelowdetails:
Attribute:ICX_HR_PERSON_ID
Application:SelfServiceWebApplications
Value:EmployeeIdorthePerson_idtowhomtheaccesstoentertheexpensereportshastobe
given.
2.GototheiExpenseresponsibility>ExpensePreferences>AuthorizationPreferences
UnderExpensesEntryDelegations,clickontheAddanotherrowandenterthenametowhom
theaccesstoentertheexpensereportsonyourbehalfhastobegiven.
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R12InternetExpensesFAQs
PostedbyMahmoudElemamonOctober23,2010

InternetExpenses

1.WhyisnttheTaxCodeDefaultingontheDetailsPagein
InternetExpenses?
Toimplementthesolution,pleaseexecutethefollowingsteps:1.Logintoapayables
managerresponsibilityfortheOperatingUnitwiththisissue.Navigate:Setup>Tax>E
BusinessTaxHome2.ForTaskNameCreateApplicationTaxOptions,clickGoToTask
ClickCreateEntertheOperatingUnitEnterApplicationNameInternetExpenses3.Enter
theDefaultingOrderDefaultingOrder1shouldbeExpenseReportTemplateApply4.
EnsureDefaultingOrderUseStatusisActive5.BouncetheApacheserver

2.WhyistheExpenseReportRejectedbyExpenseReport
ExportDuetotheErrorSupplierTypeIsInvalid?
Toimplementthesolution,pleaseexecutethefollowingsteps::1.LogintoaPayables
Managerresponsibility2.Navigate:Setup>Lookups>Purchasing3.QueryTypeVENDOR
TYPE4.EnsureCodeEMPLOYEEisnotenddatedandisenabled.

3.WhyistheEmployeeCreatedAutomaticallyasSupplier
EvenThoughtheOptionisUnchecked?
Cause:Bug6632886(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=6632886)R12:AUTOMATICCREATIONOFEMPLOYEEAS
SUPPLIEROPTIONISIGNOREDToimplementthesolution,pleaseexecutethefollowing
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steps::Oneoffpatch6745049includesthefixforBug6632886

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steps::Oneoffpatch6745049includesthefixforBug6632886
(https://support.oracle.com/CSP/main/article?cmd=show&type=BUG&id=6632886)R12:
AUTOMATICCREATIONOFEMPLOYEEASSUPPLIEROPTIONISIGNORED.Refertothe
patchreadmeforcompleteprerequisiteinformation.(Thispatchisavailablethroughcontrolled
release.Pleasecontactsupportforassistancewithobtainingthepatch.)Alternatelyapplythelatest
RuppatchidentifiedinNote423541.1(https://support.oracle.com/CSP/main/article?
cmd=show&type=NOT&id=423541.1).

4.WhydoesExpenseReportExportProgramFailDuetoOra
06510:Apps.Ap_web_export_er?
Cause:TheissueiscausedbecauseoneexpensereportwasrejectedwithNoExchangeRate.
Toimplementthesolution,pleaseexecutethefollowingsteps:1.Defineavalidexchangerate
fortherejectedexpensereportdateandcurrency.2.RerunExpenseReportExportprogram.3.
Migratethesolutionasappropriatetootherenvironments.

5.WhyisnttheCustomCalculateAmountCalledwhen
ReturningtoCashandOtherExpensesPage?
Cause:Bug6862323(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=6862323)12.0.4CALCULATEAMOUNTCLIENTEXTENSION
WITHPOLICYSCHEDULENOTWORKINGToimplementthesolution,pleaseexecutethe
followingsteps:1.ThefixforthisbugisincludedinoneoffPatch6862323R12.OIE.A:Calculate
Amountclientextensionwithpolicyschedulenotworking.Refertothepatchreadmeforpre
requisiteinformation.(Thispatchisavailablethroughcontrolledrelease.Pleasecontactsupportfor
assistancewithobtainingthepatch.)2.BouncetheApacheserverafterthepatchisapplied.

6.WhyistheAPXXXEERGLAccountonFirstLineNulled
whenMovingtoSecondLine?
Cause:Bug6153249(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=6153249)Accountisspacingoutafterfirstentryinmanualexpense
report.ThefixforthisbugisincludedinAPXXXEER.fmb120.106/120.101.12000000.5,available
inthelatestRuppatchidentifiedinNote423541.1
(https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=423541.1).
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7.WhydoestheOieAllocationsProjectExpenditureOrgField
AppeartobeLimitedto30Char?
Cause:Bug6135815(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=6135815)R12OIEALLOCATIONS.PROJECTEXPENDITURE
ORGANIZATIONFIELDLIMITEDTO30CHARSThefixforthisbugisincludedinPatch
6251856(https://updates.oracle.com/ARULink/PatchDetails/process_form?
patch_num=6251856).

8.WhyisntthePayGroupfromtheExpenseReportsTabof
PayablesOptionsusedforAutomaticallyCreatedSuppliers?
Cause:Bug5890829(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=5890829)ISSUEWITHEXPENSEREPORTSUPPLIERSETUP.Due
tobug5890829(https://support.oracle.com/CSP/main/article?
cmd=show&type=BUG&id=5890829),whenaSupplieriscreatedautomaticallyforanEmployee
bytheExpenseReportExportprogram,theSupplierisbeingcreatedwiththePayGroupfrom
PayablesSystemSetupinsteadoffromtheExpenseReportstabofthePayablesOptionsform.
Toimplementthesolution,pleaseexecutethefollowingsteps:Thefixforthisbugis
includedinoneoffPatch5890829
(https://updates.oracle.com/ARULink/PatchDetails/process_form?patch_num=5890829)
12.OIE.A:PAYGROUPANDPAYMENTTERMSARENOTBEINGDEFAULTED
CORRECTLYDURINGAUTOMATICCREATIONOFSUPPLIER.Pleasereviewthepatch
readmeforcompleteinformation.

9.WhyisntDefinitionTaxcodeidOfTypeAttributeFoundIn
Cashandotherlinesvo?
Cause:unpublishedBug6147311ErrorPageUponPressNextToCashAndOtherExpenses
PageThefixforthisbugisincludedinCashAndOtherListCO.java120.63.12000000.2and
CashAndOtherListCO.java120.64ThisbugfixedinR12.OIE.A.delta.3,patch6250306
(https://updates.oracle.com/ARULink/PatchDetails/process_form?patch_num=6250306).(Please
contactsupportforassistancewithobtainingthepatch.)Workaround:DonotpersonalizeTax
relateditemsinthepersonalizationpage.Disableselfservicepersonalization,loginto
applicationandremoveallpersonalizationrelatedtoTaxcode.
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PostediniExpense,OracleEBusinessApplications,OracleFinancial|5Comments

OracleiExpenseHowtoauthorizeanemployeeto
enterexpensereportsforanotheremployee
PostedbyMahmoudElemamonJune5,2010
Youcanauthorizeanemployeetoenterexpensereportsforanotheremployee.Anemployee
whoisassignedtheresponsibilitytoenterexpensereportsforanotheremployeeisan
authorizeddelegate.Thereare2waysthiscouldbedone:
1.GotoSystemAdministrator>Security>Users
QueryfortheUsersrecord.UnderSecuringAttributestab,addthebelowdetails:
Attribute:ICX_HR_PERSON_ID
Application:SelfServiceWebApplications
Value:EmployeeIdorthePerson_idtowhomtheaccesstoentertheexpensereportshastobe
given.
2.GototheiExpenseresponsibility>ExpensePreferences>AuthorizationPreferences
UnderExpensesEntryDelegations,clickontheAddanotherrowandenterthenametowhom
theaccesstoentertheexpensereportsonyourbehalfhastobegiven.
PostediniExpense,OracleEBusinessApplications|1Comment

HowToSetupOracleiExpenses
PostedbyMahmoudElemamonJune4,2010
HowToSetupOracleiExpenses
HereisasummaryofstepstosetupOracleInternetExpenses.iExpensesisbasicallyan
extensionOraclePayables.EmployeeandContingetWorkerexpensereportsbecomesupplier
invoicesandgetpaidfromPayables.YouwillneedfollowingresponsibiltiestosetupInternet
Expenses:PayablesManager,InternetExpensesSetupandAdministration,System
Administration,ApplicationDeveloper,andAXDeveloper.Ifyouarealsoplanningon
chargingexpensereportstoprojects,youwillalsoneedProjectBillingSuperUserandGeneral
LedgerSuperUserresponsibilities.YouwillalsoneedaccesstoOracleWorkflowBuilderto
customizetheExpensesworkflowandProjectExpenseReportsAccountGenerator.
OracleInternetExpensesSetupSteps:

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OracleInternetExpensesSetupSteps:
Step1:PA:EnableProjectExpenditureTypesforExpenseReportEntry.
Navigation:ProjectBillingSuperUser:Setup>Expenditures>ExpenditureTypes.Enable
expendituretypestobeusedonprojectrelatedexpensereports.Enableselectedexpenditure
typeswithanExpenditureTypeClassExpenseReports.Youneedtoassociatethese
expendituretypeswithExpenseTypeyoudefineintheExpesenReportTemplate(nextstep).
Step2:AP:DefineExpenseReportTemplates
Navigation:PayablesManager:Setup>Invoice>ExpenseReportTemplate.Youmustdefineat
leastoneexpensereporttemplatewiththeEnableforInternetExpensesUserscheckbox
selected.OnlyexpensereporttemplateswiththisoptionenabledcanbeusedinInternet
Expenses.UsetheOraclePayablesExpenseReportTemplateswindowtodefineyourexpense
reporttemplates.Defaultdefaultnaturalaccountfornonprojectexpenses.Forprojectrelated
expenses,associateyourexpensetypeswithprojectexpendituretypes.
Step3:AP:DefineFinancialsOptions>Accounting
Navigation:PayablesManager:Setup>Options>Financials.YoudefinetheExpenseClearing
AccountintheOraclePayablesFinancialsOptionswindow.Thiswillbeadefaultliability
accountforiExpensesexpensesreportsimportedintoOraclePayables.TheExpenseClearing
AccountfieldisalsoavailableintheCardProgramwindow.IfyoudefinetheExpenseClearing
AccountfieldintheCardProgramwindow,thevalueyoudefinetherewilltakeprecedence
overthevalueintheOraclePayablesFinancialOptionswindow.
Step4:AP:DefineFinancialsOptions>HumanResources
Navigation:PayablesManager:Setup>Options>Financials.UsethePayablesFinancials
OptionswindowtodefinetheExpenseReportReimbursementAddressandEmployee
NumberingMethod.
Step5:AP:EstablishMultipleCurrenciesSetup
Navigation:PayablesManager:Setup>Options>Payables>Currency.Thecurrencyinwhich
anexpensereportispaidisknownasthereimbursementcurrency.InternetExpensesuserscan
specifyareimbursementcurrencythatisdifferentfromyourcompanyfunctionalcurrencyonly
ifOraclePayablesissetupformultiplecurrencies.
Step6:AP:DefiningExpenseReportOptions
Navigation:PayablesManager:Setup>Options>Payables>ExpenseReports.Definethefields
below:
*DefaultTemplate.ThedefaultexpensereporttemplatethatyouwanttouseinthePayables
ExpenseReportswindow.YoucanoverridethisvalueintheExpenseReportswindow.A
defaultexpensereporttemplateappearsintheExpenseReportswindowonlyiftheexpense
reporttemplateisactive.

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reporttemplateisactive.
*PaymentTerms.Paymenttermsyouwanttoassigntoanysuppliersthatyoucreatefrom
employeesduringExpenseReportImport.Defineandassignimmediatepaymenttermsfor
youremployeesuppliers.
*PayGroup.PayGroupyouwanttoassigntoemployeeexpensereports,e.g.EMPLOYEES.
YoumustdefinethispaygroupinthePurchasingLookupswindow.
*PaymentPriority.Paymentpriorityforemployeeexpensereports.Chooseanumberbetween
1(high)and99(low)tobethepriorityofemployeepayments.
*ApplyAdvances.Ifyouenablethisoption,Payablesappliesadvancestoemployeeexpense
reportsiftheemployeehasanyoutstanding,availableadvances.Youcanoverridethisdefault
duringexpensereportentry.
*AutomaticallyCreateEmployeeasSupplier.Youmustenablethisoption,ifyouwantto
importemployeeexpensereportsandautomaticallycreateasupplierforanyexpensereport
whereanemployeedoesnotalreadyexistasasupplier.
*HoldUnmatchedExpenseReports.ThisoptiondefaultstotheHoldUnmatchedInvoices
optionforthesupplierandsuppliersiteforanysuppliersPayablescreatesduringExpense
ReportImport.
Step7:AP:AssignSigningLimits
Navigation:PayablesManager:Employees>SigningLimits.Managerscanapproveanexpense
reportonlyifthetotalamountofthereportdoesnotexceedtheirsigninglimitdefinedin
AccountsPayable.Whenyouassignsigninglimitstoamanager,youspecifyacostcenterto
whichthesigninglimitapplies.Youhavetogivemanagerssigninglimitsformultiplecost
centers,ifemployeesfrommultiplecostcenterssubmitexpensereportstohim/her.
Step8:OIE:DefineiExpensePolicies
Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Policy>
ExpenseFields.UsethepagesinthePolicyregiontosetuponlinepolicycomplianceand
perdiemandmileagerates.
*Schedules.Createrateandpolicyschedulesforyouremployeestousewhentheysubmit
expensereports.
*ExpenseFields.Setupexpensefieldstocaptureadditionalinformationonexpensereports.
*ExchangeRates.Setupexchangeratedefinitionstovalidatetheexchangeratesthatemployees
enterontheirexpensereportsforforeigncurrencyreceipts.
Step9:OIE:EnableExpenseAllocations
Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Accounting
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>Define.Therearetwotaskstocompleteforsettingupexpenseallocations:

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Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Accounting
>Define.Therearetwotaskstocompleteforsettingupexpenseallocations:

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*UsetheInternetExpensesSetupresponsibilitytodefinewhichsegmentsoftheaccounting
flexfieldsegmentsarevisibleandupdatablebytheuser.
*UsetheOIE:EnableExpenseAllocationsprofileoptiontoenableexpenseallocations
accordingtoyourrequirements.Youcansetthedisplayofaccountingflexfieldsegmentsand
onlinevalidationasuserdefineableorautomatic.
Step10:OIE:DefineReceiptNotificationRuleSet
Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Audit>
NotificationRules.Createoneormorenotificationrulesetstodeterminewhentosend
notificationstousersforoverdueormissingreceipts.
Step11:OIE:AssignReceiptNotificationRuleSet
Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Audit>
NotificationRuleAssignments.UsetheNotificationrulesetassignmentspagestoassignthe
notificationrulesetsthatyoucreatedtotheoperatingunitsthatyouwant.
Step12:OIE:DefineMileageRateSchedule.
Navigation:InternetExpensesSetupandAdministration:InternetExpensesSetup>Policy>
Schedules>Mileage.Amileagerateschedulecantakeintoaccountdistancetraveled,typeand
categoryofvehicle,typeoffuel,andthenumberofpassengers.Setuponeormoremileagerate
schedulesandscheduleperiodsthatyourequireforemployeeexpensereporting.
Step13:AP:CompleteMileageExpenseTypeDefinitioninPayables
Navigation:PayablesManager>Setup>Invoice>ExpenseReportTemplates.Findthe
expensestemplate,findthemileageexpensetype,andassigntheMileageSchedule.
Step14:SA:DefineNewiExpensesResponsibilities
Navigation:SystemAdministration:Security>Responsibility.CreateanewiExpenses
responsibility.
Step15:SA:DefineOIEProfileOptions
Navigation:SystemAdministration:Profile>System.SetInternetExpensesrelatedprofile
optionsaccordingtoyourbusinessrequirements.Belowisabriefdescriptionofeachprofile.
OIE:AllowCreditLines.SettheprofileoptiontoYestoenableuserstoenternegativereceipts
(creditlines).Usersenternegativereceiptstoreporttherefundofapreviouslyreimbursed
expense,forexample,anunusedairlineticket.ThedefaultvalueisYes.

OIE:EnableCreditCard.SettheprofileoptiontoYestoenablethecreditcardfunctionalityto

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OIE:EnableCreditCard.SettheprofileoptiontoYestoenablethecreditcardfunctionalityto
allowuserswithcorporatecreditcardstoselectandaddcreditcardtransactionstotheir
expensereports.
OIE:AllowNonBasePay.SettheprofileoptiontoYestoenableuserstochoosethe
reimbursementcurrencyfortheirexpensereports.YoumustsetupPayablestousemultiple
currenciesbeforeyoucanenablethisprofileoption.
OIE:CCApproverReqprofileoptionindicateswhetherusersmustenteranalternateapprover
whentheychargetheirexpensereportstoacostcenterdifferentfromtheirown.Settheprofile
optiontoYestorequireemployeestoentertheAlternateApproverfieldwhenemployeesenter
acostcenterotherthantheirdefaultcostcenter.IfyousetthisprofileoptiontoYes,youmust
alsosettheOIE:EnableApproverprofileoptiontoYes.
OIE:CCPaymentNotify.Usetheprofileoptiontospecifywhetheranotificationissentto
employeeswhenpaymentiscreatedinOraclePayablesforcorporatecreditcardtransactions.
ThedefaultvalueisNo.
OIE:EnableDescFlexprofileoptionenablesInternetExpensestodisplaydescriptiveflexfields.
YoumustsetupdescriptiveflexfieldsspecificallyforuseinInternetExpensesbeforeyoucan
enablethisoption.
OIE:EnableProjectsprofileoptionenablesuserstoenterprojectrelatedinformationonexpense
reports.YoumustsetupInternetExpensestointegratewithOracleProjectsbeforeyoucan
enablethisoption.
OIE:EnableTaxprofileoptionenablestheavailabilityoftaxrelatedelementsonexpense
reports.
OIE:EnableApproverprofileoptionenablestheAlternateApproverfieldinInternetExpenses.
WhenthisprofileoptionissettoYes,theAlternateApproverfieldisavailableforusersto
specifyadifferentemployeetoapprovetheirexpensereport.Whenthisprofileoptionissetto
No,theAlternateApproverfieldishidden.
OIE:ApproverRequiredprofileoptionindicateswhetherusersmustdesignateanapproverfor
theirexpensereports.IfyousetittoYes,InternetExpensesrequiresthatusersalwaysenteran
alternateapproverasdefinedinOracleHRMS.
OIE:PurposeRequiredprofileoptioncontrolswhetherusersmustenterapurposewhen
creatinganexpensereport.Apurposeisabriefdescriptionofthebusinessactivitiesthatjustify
theexpensesinareport
OIE:ReportNumberPrefixprofileoptionspecifiesaprefixvalueforexpensereportnumbers,
e.g.EXP.Theexpensereportnumberbecomesthecorrespondinginvoicenumberwhenthe
expensereportisconvertedintoaninvoiceviatheExpenseReportImportprogram.
OIE:GracePeriodprofileoptionspecifiesthenumberofgraceperioddaysbeyondanenddate
thatcertainOIEsetupitemsremainavailableforuse.Thedefaultvalueis30.
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OIE:EnablePolicyprofileoptioncontrolsthebehaviorofInternetExpensesinrelationto
reportsthatcontainpolicyviolations.
OIE:EnableExpenseAllocationsprofileoptiondetermineswhetheranendusercanupdatethe
costcentersegmentvalueonanexpenseline.
PA:AllowProjectTimeandExpenseEntryprofileoptionenablesuserstoenterprojectrelated
informationonexpensereports.IfyousetthisoptiontoYes,thenyoumustsettheOIE:Enable
ProjectsprofileoptiontoYesaswell.
PA:AutoApproveExpenseReportsprofileoptionpermitsautomaticapprovalofprojectrelated
expensereports.
Journals:DisplayInverseRateprofileoptiondetermineshowthereimbursableamountis
calculatedwhenusersenterforeigncurrencyreceipts.WhenthisprofileoptionissettoNo,the
receiptamountismultipliedbytheexchangeratetodeterminethereimbursableamount.When
itissettoYes,thereceiptamountisdividedbytheexchangerate.ThedefaultvalueisNo.
AME:InstalledprofileoptionenablestheintegrationbetweenInternetExpensesandOracle
ApprovalsManagement.EnablingthisprofiledisablesOracleWorkflowexpensereport
approvals!
WF:NotificationReassignModeprofileoptiondeterminestheforwardingfunctionalitythatis
availabletoemployees.SeeDoYouWanttoDelegateorTransferThatOracleNotification?
article.
WF:MailerCancellationEmailprofileoptionenablesthefunctionalitythatsendsthe
cancellationnotificationswhentimeoutsarereachedforanotificationandanewnotificationis
sentbecauseofresendsetup.
Step16:WF:CustomizeProjectExpenseReportAccountGenerator.
ThisstepwillbedescribedindetailinaseparateIAFarticle.
Step17:GL:AssignYourCustomizedProjectExpenseReportAccountGeneratortoyourchart
ofaccounts
Navigation:GeneralLedgerSuperUser:Setup>Financials>Flexfields>Key>Accounts.Select
youraccountingstructuretowhichyouwanttoassigntheprocess.FindtheProjectExpense
ReportAccountGeneratorItemType.SelectaProcessNameyoudefineinthepreviousstep.
Saveyourchanges.
Step18:SA:DefineanewOIEADMINRole
Navigation:SystemAdministrator:Security>Users.CreateanewOracleOIEADMINuser.Run
theSynchronizeLocalWFtablesprocesseverytimeyoumakechangestousersetup.
Step19:WF:DefineWorkflowNotificationPerformers.
PerformthestepsinOracleWorkflowBuildertosetupexpensereportperformers.Thisstep

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PerformthestepsinOracleWorkflowBuildertosetupexpensereportperformers.Thisstep
willbedocumentedindetaillateron.
Step20:PersonalizeExpenseReportSubmissionInstructions
*AsSystemAdministrator:SetprofileoptionPersonalizeSelfServiceDefntoYes.
*NavigatetoExpensesHomepageinyouriExpensesresponsibility
*Createandsubmitanexpensereport
*IntheConfirmationpage,clickthePersonalizeSubmissionInstructionsHeaderlinkinthe
SubmissionInstructionsregion.
*IntheChoosePersonalizationContextpage,enterYourBusinessGroupintheOrganization
fieldandclickApply.
*InthePersonalizeRegionpage,clickPersonalizefortheRawTextitem.
*InthePersonalizeRawTextpage,selectFalsefortheRenderedrowattheSitelevel,thenclick
Apply.
*InthePersonalizeRegionpage,clickCreateItemfortheHeader:SubmissionInstructions
item.
*IntheCreateItempage,selecttheRawTextvaluefromtheItemStylelist.
*Completethepageaccordingtoyourbusinessrequirements:ID=
XYZ_SUBMISSION_INSTRUCTIONSText:Includethetextmessage.AddYourCompanys
SubmissionInstructionsHere.ClickApply.
*InthePersonalizeRegionpage,clickPersonalizeforthemessageyoucreated.
*InthePersonalizeRawTextpage,enteramessageintheTextfieldfortheappropriatelevel,
thenclickApply.
*InthePersonalizeRegionpage,clickReturntoApplication.
*AsSystemAdministrator:SetprofileoptionPersonalizeSelfServiceDefntoNo.
Step21:AD:CompiletheExpenseTypesDescriptiveflexfield.
Navigation:ApplicationDeveloper:Application>Validation>Set
*QueryvaluesetnameOIE_EXPENSE_TYPES.
*ClickEditInformation.IntheTableColumnssection,fortheIDcolumn,changetheSizeto30
andSave.
*Navigate:Flexfield>Descriptive>Segments
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*Navigate:Flexfield>Descriptive>Segments

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*QuerytheTitleExpenseReportLine
*FreezeandcompiletheExpenseReportLineFlexfield.
Step22:EnabletheDisplayofProjectandTask
Navigation:AKDeveloperresponsibility.NavigatetotheDefineRegionswindow.Usethe
RegionItemswindowtoenablethedisplayofprojectandtaskinformation.Youneedto
performthisstepinordertoviewprojectsandtasksinViewExpenseReportHistory:
*QuerytheregionICX_AP_EXP_LINES_D.
*ChooseRegionItemstonavigatetotheRegionItemswindow.
*QuerytheregionitemsICX_PROJECT_NUMBERitem(ATTRIBUTE_NAME).
*ChecktheNodeDisplayboxfortheseregionitems.
*QuerytheregionitemsICX_TASK_NUMBERitem(ATTRIBUTE_NAME).
*ChecktheNodeDisplayboxfortheseregionitems.
*Saveyourwork.
OtherConfigurationConsiderations
*MakesureallexpenseapprovingmanagersaresetupasOracleusers.
*MakesureeveryemployeeisassignedtooneOracleuseronly!
*SubmittheSynchronizeWFLOCALtablesprocessregurarlytoupdatetheWorkflowresource
information
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