I-expenses set up:

Setting Up Self–Service Expenses

This chapter explains how Oracle Self–Service Expenses integrates with

Oracle Human Resources, Oracle Payables, and Oracle Projects. It also
Describes the profile options you must define to use Self–Service
Expenses and how to use the Web Applications Dictionary to
Customize your installation.

Setting Up Underlying Oracle Applications Technology:

Table lists all Oracle Applications that integrate with Self–Service
Expenses and whether they are required.

Application Necessity
Oracle Human Resources Required
Oracle Workflow Required
Oracle Payables Required
Oracle internet expenses setup and Required
system administration
Oracle approval management Required
System administrator Required
Oracle Self–Service Web Required
Applications

Oracle Human Resources Setup Steps:

Steps Required? Description

Step 1 Required Define Your Employees.

Note: If you are not implementing Oracle Human Resources, you can
Define employees in the Enter Person window in Oracle Payables.
Oracle Payables Setup Steps:

Steps Required? Description

Step 2 Required Assign Expense Reporting Responsibilities
Step3 Required Assign Signing Limits to Your Managers.
Step4 Required Define Your Employees as Suppliers.
Step5 Required Define Default Expense Check Address.
Step6 Required Review Payables Expense Report Options.
Step7 Required Define Your Expense Report Templates.
Step8 Optional Review Multiple Currencies Setup.
Step9 Optional Secure the Reviewed by Management Check Box.
Step10 Optional Set Up Tax.
Step12 Optional Define Your Descriptive Flex fields.
Step13 Optional Set Up Credit Cards.

Oracle Self–Service Expenses Setup Steps:

Steps Required? Description

Step14 Required Set Profile Options.
Step15 Optional Modify Web Applications Dictionary.
Step16 Optional Integrate with Oracle Projects.
Step17 Optional Set Up Client Extensions.
Step18 Optional Set Up Expense Spreadsheet.
Step19 Required Customize the AP Expense Report Workflow.
Step20 Optional Customize Online Help.

Setting Up Self–Service Expenses Profile Options:

When implementing Self–Service Expenses, set values for profile options to

control how information appears, what values are required, and how the system
processes data. The System Administrator sets many of these user profile options a
one or more of the following levels: Site, Application, Responsibility, and User.
Use the Personal Profile Options window to view or set your Profile options at the
user level.
The table below lists the profile options that affect the operation of Self–Service
Expenses.
Profile Option User System Administrator Requirements
Resp. Responsibility
User Use Resp Apps Site Required Default
r . ? Value

ICX: Date Format    Yes DD–

Mask MON–
RRRR
ICX: Language    Yes American
English
ICX: Limit Connect   Yes 1000

ICX: Limit Session   Yes 4 hours

Time
OIE: Expenses: Allow     No Yes
Credit Lines
OIE :Expenses: Allow     No No
Non–Base Pay
OIE :Expenses: CC     No No
Over rider Required
OIE :Expenses: CC   No Null
Payment Due From
OIE :Expenses: CC   No No
Payment Notify
OIE :Expenses: Enable     No No
Descriptive Flex field
OIE: Expenses: Enable     No No
Projects
OIE: Expenses: Enable     No No
Tax
OIE: Expenses: Enable     No No
Approver
OIE : Expenses:     No No
Approver
Required
OIE : Expenses:    No No
Purpose
Required
OIE : Expenses:    No Null
Report
Number Prefix
PA: Allow Project 
Time and Expense
Journals: Display      No No
Inverse Rate
Default Country      No No

OIE : Expenses:   No No
Maximum Days to
Show Credit Card
Transactions
Language –     No

MO: Operating Unit   No

Sequential Numbering –    No

Printer      No

Site Language – No

Note:
– Visible but not updatable
 Updatable
Blank You cannot view or change the profile option value

Other configuration considerations:

Make sure all expense approving managers are set up as Oracle users.
Make sure every employee is assigned to one Oracle user only.
Run the program ‘Expense report import program’
Submit the ‘Synchronize WF LOCAL tables’ process to run daily to update the
Workflow resource information.