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1) Oracle Fusion Expense - Setup Document

This document provides instructions for setting up expense policies and templates for per diem expenses in Oracle Fusion. It includes steps for configuring the expense system option, creating an expense policy with a flat per diem rate, building an expense template with an expense type mapped to the policy, and generating user profiles for an expense approver and claimant. The goal is to establish a process for employees to claim and managers to approve per diem expenses within Oracle Fusion.

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keerthi_fcma
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3K views15 pages

1) Oracle Fusion Expense - Setup Document

This document provides instructions for setting up expense policies and templates for per diem expenses in Oracle Fusion. It includes steps for configuring the expense system option, creating an expense policy with a flat per diem rate, building an expense template with an expense type mapped to the policy, and generating user profiles for an expense approver and claimant. The goal is to establish a process for employees to claim and managers to approve per diem expenses within Oracle Fusion.

Uploaded by

keerthi_fcma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ABSTRACT

Oracle Fusion – Expense Setups for Per Diem


expense type

Keerthivasan C @ 4i Apps
Fusion Expense

FUSION EXPENSE
-SETUPS
Expense setup for per diem
Contents – Oracle Fusion expense Setup
1) Expense System Option .................................................................................................................. 2
2) Policy and Expense Categories:....................................................................................................... 5
3) Expense Template ........................................................................................................................... 7
4) User and People creation for the expense claims:....................................................................... 11
1) Expense System Option
System Option Navigation

Click on Add and setup the system option for the specific operating unit
Setup the system option

User Option:

Corporate Option:
Processing Option
2) Policy and Expense Categories:

Expense Policy Navigation:

Create Policy

Select Per Diem


Create Policy with primary details

Define the rate for the per-diem. Flat rate without any restriction is defined. If proper HCM is
implemented, based on role also we can define.

Select the policy after creation and activate it. The status is valid when it is created properly.

Activated, after hitting the Active button.


3) Expense Template
Template Navigation:
Click on add to create a new expense template:

Create template with primary details.

Create Expense Type

Create expense type with primary details.


Assign policy to the expense type: Click on add policy.

Assign policy to the expense type: Policy is mapped

Select the natural account of the expense type – The account for the expense that we claim.

Saved it
Save the template:

Template is saved:
4) User and People creation for the expense claims:
1) Approver:

User Navigation:

Click on add user:

People primary details are given:


Legal entity and operating units and employment information are given:

2) Expense user and people creation:

Employment details, Operating unit, legal entity and Manager assignment


Assign the role employee to the employee to claim expense:

Select the user in manage users:

Go to action and click on employment information:

Give the address, expense account, and Home in check send to address:
Data Access Set for user:

Assign the data access set for the user:

Note:

If document sequence for payable is enabled at the ledger level, assign document sequence for the
payment request invoice type otherwise disable the sequence then only it will allow to submit.

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