The Feature

How To Set Your Default Printer in Oracle Applications

February 24, 2006 on 2:32 pm | by Marian Crkon | In How To Guides | 2 Comments |  Print |  Email

Did you know you can set your default printer in Oracle eBusiness Suite Applications? Follow these easy steps to change your viewer:

Navigate to Edit > Preferences

Query up profile option ‘Printer’.In User Value field, enter the name of the printer you frequently use.

Save changes.

• • Next time you print reports, the printer name will be already populated.

How To Create Expenses Overview

February 6, 2006 on 9:33 pm | by Marian Crkon | In How To Guides | 1 Comment |  Print |  Email

Employees and contingent workers can create expense reports in Oracle Internet Expenses in two ways:

• Online using their computers and a standard Web browser.
• Offline using Microsoft Excel spreadsheets from a configured template.

Expense Report Workflow ProcessWhen an employee submits an expense report for approval, the Expense Report workflow process begins. Once the workflow process is complete, the expense report in the Payables Expense Reports window has a number of restrictions on user interaction.

Manager (Spending) Approval Process

The Manager (Spending) Approval process routes expense reports to managers for approval. A manager’s ability to approve a report depends on the manager’s signing limit. If the total report amount is greater than the manager’s signing limit, Workflow forwards the report to the next person in the management hierarchy that has proper signing authority. When an expense report is approved, the workflow transitions to the AP Approval process. If a manager rejects the report, the workflow transitions to the Rejection process.

Rejection Process

When a manager rejects an expense report, the Rejection process begins. The Rejection process notifies the employee that the report has been rejected, with or without a reason. The employee can optionally modify and resubmit the report for approval using the Modify Expense Reports function.

AP Approval Process.

The AP Approval process first determines whether an expense report requires the approval of the accounts payable department. If approval from the accounts payable department is not required, the process automatically approves the expense report. If the report requires approval from the accounts payable department, the process waits until it receives a response from that department before continuing. The accounts payable department can use the Expense Reports window in Oracle Payables or the Audit Management feature to review, adjust, short pay, and approve expense reports. After the accounts payable department approves an expense report, the Oracle Expense Report Import program converts the report into an invoice.

Signing Limits

Managers can approve an expense report only if the total amount of the report does not exceed their signing limit. The Manager (Spending) Approval Process in the Expense Reporting workflow uses the signing limits you define to determine whether managers have authority to approve expense reports. When you assign signing limits to a manager, you specify a cost center to which the signing limit applies. You can also give managers signing limits for multiple cost centers.

Sending Receipts to Accounts Payable

After an employee submits an expense report, Internet Expenses displays a confirmation page with instructions for the employee. For example, you may want to inform the employee that a notification will be sent when the report is approved by management and at that time all original receipts must be sent to the accounts payable department.

Converting Expense Reports into Invoices

Oracle Payables pays invoices only, so before an approved expense report can be paid, it must be converted into an invoice. The Oracle Expense Report Import converts expense reports created in Internet Expenses into invoices in Oracle Payables. An expense report can be processed by the Expense Report Import program only if it receives approval from both the approval manager and the accounts payable department during the Expense Report workflow process. After running the Expense Report Import program, Payables prints the Invoice Import Exceptions Report. This report lists all expense reports that could not be imported, with the exception (rejection) reason. When a report is rejected by the Expense Report Import program, you must correct all problems in the expense report and then resubmit Expense Report Import to create an invoice.

Reimbursing Expense Reports

After the Expense Report Import program creates invoices for expense reports, Payables pays them as employee supplier invoices.

How To Disable Delegation of iExpenses Notifications

January 31, 2006 on 10:42 am | by Marian Crkon | In How To Guides | Enter Comments |  Print |  Email

Following steps provide instructions on how to disable delegation of authority for iExpenses notifications. This will prevent users from delegating their notifications, and hence their expense report approval authority, to other users. The Grant Worklist Access function is new in Release 10.5.10, and can only be disabled using the Oracle Personalization Framework, instead of be excluded as menu function.

Set Notification Reassign Mode to Transfer

You can read more about the notification reassign mode in the Do You Want to Delegate or Transfer That Oracle Notification? story.

1. • As System Administrator: Navigate to Profile > System
   • In the Find System Profile Values window, enable responsibility flag, and enter ‘Internet Expense’
   • In Profile field, enter ‘WF: Notification Reassign Mode’. Click Find.
   • Set the profile option as follows:Site=Reassign, Responsibility=Transfer.
   • Save you changes.

1. • As System Administrator: Navigate to Profile > System. In Profile field, enter ‘Personalize Self-Service Defn’. Click Find.
   • Set the Personalize Self-Service Defn to ‘Yes’.
   • Switch to Internet Expenses responsibility.
   • Navigate to Expenses Home page
   • Click on Worklist Access under Notifications section on Expenses Home page
   • On Worklist Access page with button ‘Grant Worklist Access’, click on Personalize Region
   • Click Apply.
   • Click on pencil (Personalize) on the Table : Worklist Access User Information List line.
   • On Personalization Properties page, find the field Rendered.
   • Change the value from Inherit to false
   • Apply
   • Click on Return to the Application link at the bottom of the page.
   • The ‘Grant Worklist Access’ function is now hidden.
   • Disable Personalization Framework. System Administrator: Navigate to Profile > System.
   • In Profile field, enter ‘Personalize Self-Service Defn’. Click Find.
   • Set the Personalize Self-Service Defn to ‘Yes’.

Disable “Grant Worklist Access” function by using Oracle Personalization Framework