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8/13/2019 R-12 Iexpenses Setup Doc(1)
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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!
NA#IGATIONSECURIT!RESPONSIBILIT!DEFINE
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SA#E IT
3. CREATE %OR5FLO% USER %EB APPLICATION RESPONSIBILIT!
NA#IGATIONSECURIT!RESPONSIBILIT!DEFINE
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SA#E IT
. CREATE PA!ABLES MANAGER RESPONSIBILIT!
NA#IGATIONSECURIT!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#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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