How To Setup I Expenses In R12 Oracle Erp Apps Guide | Naresh ...

Transcript

10/30/2015 HOME How to Setup iExpenses In R12 : Oracle ERP Apps Guide ABOUT DOWNLOADS Basic Concepts ERP Installation XML Publisher OAF CONTACT Facebook Page Free Instance Work Flow ADF UOM Download Oracle Fusion Apps Technical India Localization Facebook Group Apps Functional Oracle Videos Home » Apps Functional » iExpenses » R12 » Setups » How to Setup iExpenses In R12 Google Communities Interview Questions Performance Tuning Setups Articles SEARCH ORACLE APPS TOPICS How to Setup iExpenses In R12 Posted by Oracle ERP Apps Guide RSS Search 0 comments iExpenses is basically an extension Oracle Payables. Employee and Contingent Worker expense reports become supplier invoices and get paid from Payables. You will need following responsibilties to set up Internet Expenses: Payables Manager, Internet Expenses Setup and Administration, System Administration, Application Developer, and AX Developer. If you are also planning on charging expense reports to projects, you will also need Project Billing Super User Agar Magar Se Aage Badho! and General Ledger Super User responsibilities. You will also need access to Oracle Workflow Builder to customize the Expenses workflow and Project Expense Reports Account Generator. You would receive an email for every new post on this blog. Enter your email address :) Setups for IExpenses :  SUBSCRIBE NOW ! 1.Define MOAC 2.Define Job 3.Define Position. 4.Define Employee. 5.Define Financial Options. 6.Define Expenses Template. 7.Define Payable Options.   8.Assign Cost Center Flexfiedl qualifier to Department segment or Costcenter segment. 9.Define Signing Limits. 10.Assign Profile Option to IExpenses Responsibility. * Please Check your Email for complete subscription! Recommend us on Google +1   Recommend this on Google Ads by Google ► Oracle Financials  1.Define MOAC ­ See this article Define Responsibilities for GL, AP,PO,HRMS,IEXPENSES ► Oracle Applications ► Sap HR Course Define Business Group. Define Ledger. ORACLE TOPICS ARCHIVE Define Operating Unit. Define Security Profile. Run Security List Maintenance Program.  Assign Security Profile to Responsibilities.  ►  2015 (20) ▼  2014 (48) Run Replicate Seed Data Program.   http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 1/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide 2.Define Job Follow Share Navigation: HRMS ­­> Work structures ­­> Job ­­> Description. Click on New button.  Back to Top ►  December (8) ►  August (3) ►  July (10) ▼  June (25) How to use If Else Conditions in XML Publisher RTF... Accounts Payable Interview Questions In R12 How to Setup iExpenses In R12 List of Payment Methods In R12 General Ledger Interview Questions in R12 - Part 2... Deferred COGS Accounting in R12 MOAC Setups (Multi-Org Access Control) in R12 General Ledger Interview Questions in R12 - Part 1... Enter the Job Name and Code. How to Use Flexfields in Custom forms How to Define Access Sets in R12 R12 - How to Create a Bank and Branches in Oracle ... R12 - Step by Step - Retainage in Payables(AP) R12 - Difference between Draft, Final, etc in Crea... R12 - Web-ADI Template Settings for Microsoft Exce... Setting Org Context in Oracle Apps 11i and R12 How to Get IP address and host address in Oracle R12 - Meaning for Concurrent Request Status Codes ...  Save.  3.Define Position. Click on New button.  R12 - How to See the AP Invoices Interface from th... How to Setup for E-Business Suite Tax on Payable I... How to Define Ledger Set In R12 R12 - How to Restrict/Limit the Tax Classification... SQL Query for Link Between PO-RCV-XLAAP How to Enable Personalization link for OAF Pages u... R12 - How to Get Chart of Accounts http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 2/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Segment Descrip... R12 - Relation between Ledger, Legal entity, Opera... ►  February (1) ►  January (1) ►  2013 (51) ►  2012 (342) ►  2011 (305) TAGS CLOUD POPULAR POSTS Enter Position number and name ,type, Organization,job,and Status of the position. Oracle E-Business Suite Free Access Practice Instance HZ tables in Oracle Receivables AP invoice interface FND_GLOBAL.APPS_INITIALIZE for initializing session in Oracle Ebusiness suite How to use If Else Conditions in XML Publisher RTF Template Overview of Procure to Pay Cycle in Oracle Apps FOLLOWERS Join this site with Google Friend Connect Members (39)  More » Save. Note: If you want create more position please follow same as above procedure. Already a member? Sign in 4.Define Employee. Oracle ERP Apps Guide Navigation: HRMS ­­> People ­­> Enter and Maintain. ORACLE MODULES Click on New.  Alerts Approvals Management Cash Management Fixed Assets General Ledger Human Resources http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 3/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Inventory Manufacturing Oracle Pricing Order Management Payables Process Manufacturing Purchasing Receivables Subledger Accounting USEFUL SITES SQL Reference  Enter Employee Last name,gender,action and birth date. Oracle ETRM PL/SQL User's Guide and Reference ERP Schools OTN Discussion Forum Oracle Metalink Oracle Applications Library Oracle R12.2 Documentation Oracle SQL PL/SQL Oracle 11i Documentation Oracle R12 Documentation Save and click on Assignments.  Enter HR Organization name,job name and Position name. http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 4/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Save. Click left lov button and select the purchase order information.  Enter the primary ledger name and default expenses account. http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 5/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Save.  5.Define Financial Options. Use the Financials Options window to define the options and defaults that you use for your Oracle Financial Application(s). Values you enter in this window are shared by Oracle Payables, Oracle Purchasing, and Oracle Assets. You can define defaults in this window to simplify supplier entry, requisition entry, purchase order entry, invoice entry, and automatic payments. Depending on your application, you may not be required to enter all fields. Although you only need to define these options and defaults once, you can update them at any time. If you change an option and it is used as a default value elsewhere in the system, it will only be used as a default for subsequent transactions. For example, if you change the Payment Terms from Immediate to Net 30, Net 30 will be used as a default for any new suppliers you enter, but the change will not affect the Payment Terms of existing suppliers. Navigation: Payables ­­> Setup ­­> Options ­­> Financial.     Click on New button. Accounting Tab: You are required to enter defaults for the Accounting Financials Options in the Accounting http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 6/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide region.  Accounts Like: Liability, Prepayment, Discount Taken.   Supplier­Purchasing Tab: If you do not also have Oracle Purchasing installed, you do not need to enter defaults in the Supplier­ Purchasing region.  Encumbrance Tab: If you do not use encumbrance accounting or budgetary control, you do not need to enter defaults in the Encumbrance region.  http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 7/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Tax Tab: If your enterprise does not need to record a VAT registration number, you don't need to enter defaults in the Tax region. Human Resources Tab: If you do not have Oracle Human Resources installed, you are not required to enter defaults in the Human Resources region. http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 8/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide  Save.  6.Define Expenses Template. Navigation: Payables ­­> Setup ­­> Invoice ­­> Expenses Report Templates. Enter operating unit name,template name and enable the enable for internet expenses.  And finally enter your expenses. Save.  7.Define Payable Options.   Navigation: Payables ­­> Setup ­­> Options ­­> Payable Options. Click on Find.  http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 9/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide    Click on Expense Report Tab.  http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 10/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Default Template. The default expense report template that you want to use in the Payables Expense Reports window. You can override this value in the Expense Reports window. A default expense report template appears in the Expense Reports window only if the expense report template is active. Apply Advances. Default value for the Apply Advances option in the Expense Reports window in Payables. If you enable this option, Payables applies advances to employee expense reports if the employee has any outstanding, available advances. You can override this default during expense report entry. If you use Internet Expenses and you enable this option, then Expense Report Export applies all outstanding, available advances, starting with the oldest, up to the amount of the Internet expense report. Automatically Create Employee as Supplier. If you enable this option, when you import Payables expense reports, Payables automatically creates a supplier for any expense report where an employee does not already exist as a supplier. If the supplier site you are paying (HOME or OFFICE) does not yet exist, Payables adds the supplier site to an existing supplier. Payables creates a HOME or OFFICE supplier site with the appropriate address, depending on where you are paying the expense report. The Home address is from the PER_ADDRESSES table, and the Office address is from the HR_LOCATIONS table. Payables creates suppliers based on the defaults you select in this region and employee information from the Enter Person window. You can review suppliers and adjust any defaults in the Suppliers window. If you do not enable this option, enter an employee as a supplier in the Suppliers window and link the Employee Name/Number to the supplier before you use Expense Report Export. Payables cannot export expense reports without corresponding suppliers, and lists them on Export Results page. Payment Terms. Payment terms you want to assign to any suppliers that you create from employees during Expense Report Export. Suggestion: Define and assign immediate payment terms for your employee suppliers. Pay Group. Pay Group you want to assign to any suppliers that you create from employees during Expense Report Export. You can define additional values for Pay Group in the Purchasing Lookups window. Payment Priority. Payment priority you want to assign to any suppliers that you create from employees during Expense Report Export. A number, between 1 (high) and 99 (low), which represents the priority of payment for a supplier. http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 11/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Hold Unmatched Expense Reports. This option defaults to the Hold Unmatched Invoices option for the supplier and supplier site for any suppliers Payables creates during Expense Report Export. When Hold Unmatched Invoices for a supplier site is enabled, Payables requires that you match each invoice for the supplier site to either a purchase order or receipt. If you enable this option for a site, then Payables applies a Matching Required hold to an invoice if it has Item type distributions that are not matched to a purchase order or receipt. Payables applies the hold to the invoice during Invoice Validation. You cannot pay the invoice until you release the hold. You can release this hold by matching the invoice to a purchase order or receipt and resubmitting Invoice Validation, or you can manually release the hold in the Holds tab of the Invoice Workbench. Payables will not apply a hold if the sum of the invoice distributions by accounting code combination is zero. Save.   8.Assign Cost Center Flexfiedl qualifier to Department segment or Costcenter segment.  Navigation: Payables ­­> Setup ­­> Flexfield ­­> Key ­­> Segments. Query your COA Un Freeze Flexfield Definition and click on segments.  select Cost Center segment and then click on the Flexfield Qualifiers. http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 12/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Enable cost center segment.  Save.  9.Define Signing Limits. Navigation: Payables ­­> Employees ­­> Signing Limits. 10.Assign Profile Option to iExpenses Responsibility. Navigation: System Administrator ­­> Profile ­­> Systems. Please set the following Profile options in Site level as well as Responsibility level.    http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 13/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Ads by Google   ► HRMS   ► Oracle ERP   ► Oracle Job   ► Setup Categories: Apps Functional, iExpenses, R12, Setups Tweet 1 Related Post: Apps Functional How to Create RMA in R12 Order Management Oracle R12 - RFQ to PO Receipt Cycle Oracle Back to Back Order in Order Management What is Batch Close Variance in OPM? What are all Oracle ASCP Plan Types? iExpenses You might also like: MOAC Setups (Multi-Org Access Control) in R12 Accounts Payable Interview Questions In R12 Oracle R12 - Special and Pair Validation Value Sets How to Define Access Sets in R12 General Ledger Interview Questions in R12 - Part 2 Linkwithin 0 comments: http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 14/15 10/30/2015 How to Setup iExpenses In R12 : Oracle ERP Apps Guide Post a Comment Enter your comment... Comment as:  Publish   Google Account Preview Links to this post Copyright © 2011 - 2015 Oracle ERP Apps Guide. All rights reserved. Disclaimer: Oracle ERP Apps Guide is an online knowledge sharing apps blog which index online free tutors, to get easier accessible manner. The blog has been created keeping only one intention of sharing knowledge and for learning purpose. I'm NOT responsible for any damages caused by the usage of the content of this blog. All trademarks, trade names, service marks, copyrighted work, logos referenced herein belong to their respective owners/companies. Recommended for you Key Things in Oracle Accounts Payables : Oracle ERP Apps Guide Order Management Tables and its details : Oracle ERP Apps Guide Configuring Work Day calendar in oracle Inventory : Oracle ERP... API - Creating Values in Independant and dependant Value Sets... www.oracleerpappsguide.com www.oracleerpappsguide.com www.oracleerpappsguide.com www.oracleerpappsguide.com AddThis http://www.oracleerpappsguide.com/2014/06/how­to­setup­iexpenses­in­r12.html 15/15