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Oracle Fusion Expense - Transaction Document

The document describes the process for submitting an expense report for reimbursement in Oracle Fusion, approving the expense report, and generating an invoice for payment. It includes steps for the expense submitter to create an expense report, steps for a manager to approve it, and steps for an auditor to generate an invoice for payment.

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keerthi_fcma
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573 views

Oracle Fusion Expense - Transaction Document

The document describes the process for submitting an expense report for reimbursement in Oracle Fusion, approving the expense report, and generating an invoice for payment. It includes steps for the expense submitter to create an expense report, steps for a manager to approve it, and steps for an auditor to generate an invoice for payment.

Uploaded by

keerthi_fcma
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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ABSTRACT

Oracle fusion expense submitting, approval,


payment request invoice creation

Keerthivasan C @ 4i Apps
Fusion expense transactions

FUSION EXPENSE
TRANSACTIONS
Expense transaction
Contents – Oracle Fusion Expense Transactions

1) Submitting Expense Report............................................................................................................. 2


2) Approve the Expense Report .......................................................................................................... 6
3) Log in to user and review the status: .............................................................................................. 7
4) Run the process expense report concurrent from audit user of expense: ..................................... 8
1) Submitting Expense Report
Login with user: Enter username and password

Click on me after logging in


Then Click on Expense:

Click on Create Report

Enter Primary information and payment method:


Click on Add expense item

Select the template:

Select the expense type and give start and end dates

Click on calculate to derive the per diem based on the start and end date:
Click on close

Expense is claimed for per diem of two days and click on submit

After submiting: We can print the report from print report


2) Approve the Expense Report
Log in from manager of the above user’s login.

Click on the bell button on the right corner and review the approval notification:
Review and click on approve:

3) Log in to user and review the status:


Log in

Review the notification: It is approved


4) Run the process expense report concurrent from audit user of
expense:
The user should be assigned with the expense report auditing role and the user should be a
procurement agent also.

Click on auditing:
Click on action:

The list of value is shown and select the process concurrent:


Select the operating unit in the concurrent:

Program is submitted:
The concurrent is succeeded and the payment request type of invoice is created:

Review the payment request:

The payment request invoice is created:


Click on it and review the invoice and proceed as per the standard process like validate, pay in full or
pay by payment , etc., after logging to the payable user and role.

Note:

The payable user should have the expense audit manager role, he should be a procurement agent
and then he needs to proceed. He runs the process expense reimbursement concurrent.

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