How to Approve the Expense Report in Oracle Fusion

Steps to Approve the Expense Report in Oracle Fusion

Hi friends , we are going to discuss about how we do approve the expense report in oracle fusion. We will share the detail steps how we can approve the expense reports submitted for approval in oracle fusion. Using this post , you can refer to approve the expense reports in oracle fusion system.

Step by Step to approve the Expense Report in Oracle Fusion

Step 1:- Here below is the detail steps to approve the expense reports in oracle fusion

As we have submitted the Expense Report in last step, now we need to approve the expense report in this step. Now we need to logout from the current login and login from the Supervisor Employee record. Here below we are in Supervisor ‘Ajay Sharma’ user account.

How to Approve the Expense Report in Oracle Fusion

Step 2:-

In the home page , Click on the notification tab s below. Click on the Notifications icon

Here, we can see the notification Expense approval notification . Click on the approve button to approve this expense report.

After approval by supervisor, our expense report status is showing under Pending Approval under Auditor

How to Approve the Expense Report in Oracle Fusion

Here above is the complete steps for expense report approval in oracle fusion.

How we can verify and see the approval hierarchy for the Expense Report

How we can verify and see the approval hierarchy for the Expense Report

Hi Friends , we are going to discuss about how we verify and see the approval hierarchy for the Expense Report. We will share the methods to verify the expense approval process for the expenses report in oracle fusion. If we want to track the approval cycle/hierarchy for a expense report then we need to follow these below steps for expenses in oracle fusion. After submitting the expense report for approval , we can verify the expense approval cycle for that expense in the expense report dashboard itself. Please find below the complete detail about How to verify and see the approval hierarchy for the Expense Report.

Steps to verify and see the approval hierarchy for the Expense Report

Here below is the detail steps to verify the approval hierarchy for the expenses in oracle fusion.

Step 1:-

After Submit, in the Expenses Dashboard, we can see the status of our expense report showing pending approval. Click on the ‘…’ and select open.

How we can verify and see the approval hierarchy for the Expense Report

 

Under Expense Report Go to Status => Pending Manager Approval’

How we can verify and see the approval hierarchy for the Expense Report

Here , we are seeing the Approval Hierarchy. we can see the complete list of approvers to which this expense report would be go for approval.

How we can verify and see the approval hierarchy for the Expense Report

This is all about the how we can see the expense report approval hierarchy for the submitted expense reports in oracle fusion.

We can also see the expense report approval hierarchy before expense report submission in oracle cloud. We just need to save the expense report and then the expense report status would be "Saved" and then click on the "Saved" expense report and you will see the approval hierarchy list for the expense report in oracle fusion.

How we can verify and see the approval hierarchy for the Expense Report

 

 

How to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

How to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

Hi friends, we are going to discuss about the expense report creation through REST API in oracle fusion. We will share the detail steps to use the RESP API for expense report creation in oracle fusion. We will share how we can create the expense report in oracle fusion using REST API in oracle fusion. 

Steps to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

Step 1:- 

https://docs.oracle.com/en/cloud/saas/financials/19c/farfa/op-expensereports-post.html

 

URL: https://zboh.fa.dc1.c9dev2.oraclecorp.com/fscmRestApi/resources/11.13.18.05/expenseReports

Method: POST

How to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

Authorization: User and Password

Header field Content-Type = application/vnd.oracle.adf.resourceitem+json

Body content of the payload we need to prepare to create the expense report.

{

"Purpose": "CB TEST BB TEST",

"PaymentMethodCode": "Check",

"ExpenseReportTotal": "1000",

"ReimbursementCurrencyCode": "USD"

}

Expense Report is created with (SAVED status) the following info as shown below:

Here below is the Expense Report created as below. Expense report number 0193720579 from Expenses UI.

As we can see expense header is completely created and now we need to create the expense item in this expense report.

How to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

How to create the Expense report in Oracle Fusion through Web Service REST API in oracle fusion

Steps to update the expense report using webservice REST API in Oracle Fusion

Steps to update the expense report using webservice REST API in Oracle Fusion

Hi friends, we are going to discuss about the how to update the expense report using webservice REST API in Oracle Fusion. We will discuss how we can update an expense report using RESTAPI in oracle fusion. We will share the detail steps in which how we can use the REST API in oracle fusion and how we can use the same to update the expense reports in oracle fusion. Please find below the complete detail about  update the expense report using webservice REST API in Oracle Fusion.

Steps to update the expense report using webservice REST API in Oracle Fusion

Here below is the detail steps to use the expense report webservice in oracle fusion to update the same.

Step 1:- 

1. Download and install SoapUI at: https://www.soapui.org/downloads/soapui.html
2. Open SoapUI

Step 2:-

Create a new empty SOAP project, right click and select "Add WSDL

How to update the expense report using webservice REST API in Oracle Fusion

Step 3:-

How to update the expense report using webservice REST API in Oracle Fusion

Type https://<POD URL>/fscmService/ExpenseService?WSDL (Replace <POD URL> for your POD URL)

Step 5:- Click on OK

Step 6:-

Check the services available in the left side.

Step 7:- 

Search for updateExpense and click on Request1

Step 8:- Delete the current payload and paste the payload from below

PaPayload Sample : 

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/financials/expenses/shared/common/expenseExternalService/types/" xmlns:exp="http://xmlns.oracle.com/apps/financials/expenses/shared/common/expenseExternalService/" xmlns:com="http://xmlns.oracle.com/apps/financials/expenses/entry/shared/flex/companykff/" xmlns:cos="http://xmlns.oracle.com/apps/financials/expenses/entry/shared/flex/costcenterkff/" xmlns:pjc="http://xmlns.oracle.com/apps/financials/expenses/entry/shared/flex/pjcdff/" xmlns:dff="http://xmlns.oracle.com/apps/financials/expenses/entry/shared/flex/dff/">

   <soapenv:Header/>

   <soapenv:Body>

      <typ:updateExpense>

         <typ:expense>

            <exp:ExpenseId>300100543926806</exp:ExpenseId>

                 <exp:ExpenseDistribution>

                  <exp:ExpenseDistId>300100543926807</exp:ExpenseDistId>

                  <exp:CodeCombinationId>183182</exp:CodeCombinationId>

                 </exp:ExpenseDistribution>

         </typ:expense> 

      </typ:updateExpense>

   </soapenv:Body>

</soapenv:Envelope>

Replace expense id, distribution id and code combination id with the ones that you want to update Click on Authorization table and add a new authorization.

Enter the credentials

How to update the expense report using webservice REST API in Oracle Fusion

Click on the play button on left top part and wait to see the response on the right side

How to update the expense report using webservice REST API in Oracle Fusion

Step 11:-Replace again the data and run again the program. Run until all the items have been updated.

How to update the expense report using webservice REST API in Oracle Fusion

Thanks !!

How to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses

How to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses

Hi Friends ,in this post we will discuss about how to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses. We will share how we can implement the delegation for expenses in oracle fusion expense report approvals. We can set the delegation for two purposes. One for expense report creation and second one for expense report approval. In this post , we will try to share the complete setup to configure the delegation for Expense Approvals and expense submission in Oracle Fusion Expenses. Please find below the complete details about Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses.

Steps to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses

Step 1:- This is to delegate the responsibility to someone else to enter and manage expense reports on your behalf. Under Expenses ➔ Go to Manage Delegation.

How to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses

Step 2:-

This is to delegate the responsibility to someone else to enter and manage expense reports on your behalf. 

Click the Navigator button. 

Click the Expenses link. Click the Manage Delegates link.

To select another person to enter expense reports on your behalf click the Add Row button

Click the Person search button. Enter the name of the individual you would like to delegate to. 

Click the Search button.

Any results matching your search criteria will be displayed. Select the required record (the record will turn blue). Click the OK button. Click the Save and Close button. 

You have now selected an individual who can enter expense reports on your behalf. 

To delete the delegated responsibility click the Manage Delegates link. Select the individual you no longer require to enter expense reports on your behalf. Click the “X” icon inactivate

How to Add Delegation for Expense Approvals and expense submission in Oracle Fusion Expenses

 

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements. Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Now first step , Logout from the original user and login with Ravi Kumar user account. Now in the Home Page of Ravi Kumar user , you will see the ‘Me’ icon. Click on this icon and go to Expenses icon as below and click it

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

If you are submitting the expense report first time , then this is the below screen you will see

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements 

Step 1:- To create Bank Account, click the Navigator Button. Click expenses link. To activate a primary bank account, access the Manage Bank Accounts page by clicking the Manage Bank Accounts link. 

Click the Create button

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Select the Country of the bank you are entering.

Enter the mandatory bank account information required to set up your bank and click the Save and Close button. 

Select the bank account line that you want to specify as primary and then click the green check mark icon. 

The green check mark appears in the Primary column on the bank account line you selected. Click the Save and Close button.  

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

A primary bank account is one in which cash advances and expense reimbursements are deposited. 

Although you can have multiple bank accounts, cash advances and reimbursement of your business expenses are always deposited into your primary bank account. 

 Note: Existing bank account details cannot be edited. They must be end dated, and a new one entered

A primary bank account is one in which cash advances and expense reimbursements are deposited. Although you can have multiple bank accounts, cash advances and reimbursement of your business expenses are always deposited into your primary bank account.

 Note: Existing bank account details cannot be edited. They must be end dated, and a new one entered

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Chapter 11: How to create the expense reports in Oracle Fusion Expenses

How to create the expense reports in Oracle Fusion Expenses

Hi friends , in this post , we will discuss how we can create the expense reports in oracle fusion expenses. We will share the detail steps how we can create the expense report and submit the expenses in oracle fusion.

Now we have completed the Expense setups in Oracle Fusion. Now we create the Expense report in Oracle Fusion application and verify the configurations as process flow too. But before testing the Expense system, there are few prerequisites.

For example , First important Thing , Employee submits the expense report , so first of all Employee should be created in our oracle fusion application and we are using the employee supervisor approval hierarchy for Expense approval , so the supervisor which we want to attach to the employee that should also be created in oracle fusion application. If not , then first we will create the supervisor Employee record and then create the employee record who will submit the expense report. Test Case Employee who submit the Expense Report: Ravi Kumar Employee which is a supervisor of Ravi Kumar and will approve the Expense report is: Ajay Sharma’.

Steps to Create the Expense Report in Oracle Fusion

Here below is the steps to create the expense report in oracle fusion expenses.

Creating Supervisor Employee Record : Ajay Sharma 

Step1:- Go to My Client Groups ==. New Person 

How to create the expense reports in Oracle Fusion Expenses

Step 2:- Now we need to go to the Hire an employee option to create employee in Oracle Fusion.

 

Step 3:- Here below, we need to define the Legal Employer options under which we need to create employee in Oracle Fusion.

Here in this page , We need to define the employee assignment details. We need to define the Employee BU, Job, Position, Location, Organization and the Supervisor Details also and then Click Next. Enter the Expense Information’s in the next page and click submit then supervisor employee record will be created.

Creating Employee record who will enter the Expense Report 

Step1:- Go to My Client Groups ==. New Person

Step 2:- Now we need to go to the Hire an employee option to create employee in Oracle Fusion.

 

Step 3:- Here below, we need to define the Legal Employer options under which we need to create employee in Oracle Fusion.

 

Step 4:- 

Here below we need to define the Employee Address and the Employee email and Phone details. Now click on Next Button.

Step 5:- Defining Employee email and Phone details. Now click on Next Button.

 

 

Step 6:- Here in this page , We need to define the employee assignment details. We need to define the Employee BU, Job, Position, Location, Organization and the Supervisor Details also.

How to create the expense reports in Oracle Fusion Expenses