1. Can we use Fusion Expenses as standalone? What are pre-requisites modules required for implementing Oracle Fusion Expense?
Yes. You can deploy Expenses as a stand-alone application if you perform the minimum required setup to enable Expenses in Oracle Fusion General Ledger, Oracle Fusion Payables, and Oracle Fusion Payments. If you need to capture tax, minimum setup is required in Oracle Fusion Tax. Additionally, you must also set up your employees and their assignments in the application.
Here are relevant setups to do in other modules:
Fusion GL:
1. Expense Accounts
2. Expense clearing account
3. Conversion rates and rate types
Fusion Payables:
1. Multiple currencies
2. Payment request defaults
3. Payment terms
4. Card issuer liability account
Fusion Payments:
1. Payment methods for expenses
2. Payment Method validation and defaulting rules
2. Does Fusion Expenses handle Approval Processing of Expense Reports independently or does it need to integrate with any other system for Approval Management?
Yes, Oracle Fusion Expenses supports flexible and configurable approval rules for expense report approval using the Approvals Management Extensions (AMX) of the Oracle Service-Oriented Architecture (SOA) suite and Oracle Business Process Management Suite (BPM). BPM provides the interface to administer the approval rules.
Approval rules are configurable rules for expense report approval created in Approval Management Extensions (AMX). Oracle Fusion Expenses provides nine predefined rule sets. By using the BPM Worklist, you can define new approval rules or modify existing ones in AMX.
To manage approval rules, you must be a BPM Worklist administrator, such as a Financial Application Administrator.
3. How can I enable employees to enter expense reports?
To enable Employees to Access the Expenses work area and to Enter expense reports, you must login to in Oracle Fusion Global Human Resources as a human resources specialist, create employee records, and perform two actions.
Whether you create an employee record for an existing or new employee, the mandatory Expense Entry Duty is automatically assigned.
For an Existing Employee, navigate to the Manage Employment page, select the employee’s business unit in the Assignment Details tab of the Assignment region and then select the default expense account in the Expenses Information region.
For a New Employee, navigate to the Hire an Employee page, select the employee’s business unit in the Assignment Details tab of the Assignment region and then select the default expense account in the Expenses Information region.
4. How to Modify Existing Approval Rules?
In BPM configuration page, select a ruleset to modify and click the Edit icon in the Tasks to be configured pane. You can now add, modify, or delete rules within the specified ruleset.
The changes take effect when you click the Commit Task icon in the Tasks to be configured pane. Saving changes by clicking the Save icon saves the changes, but it does not activate them. If needed, you can undo changes by clicking the Reset icon.
5. How to Define New Approval Rules?
To create new rules, you must provide values for the following rule components:
Condition: Criteria that an expense report must satisfy
Response type: Required or FYI. A response from the approver is required or the notification is informational.
List builder: Creates a list of approvers for a specific notification
To define a condition, select a value from the list of values in the left-most condition field in the IF region. The Condition Browser displays.
In the Condition Browser, open a view object (folder) and select the attribute that you want to use as the criteria. You can add multiple conditions to a rule.
An example of a condition is: ExpenseReport.expenseReportTotal more than 1000.
