Oracle Fusion Expenses - Mobile App for Oracle EBS R12 Ver. 3.1.0

Oracle Fusion Expenses - Mobile App for Oracle EBS R12 Ver 3.1.0


Note: The views and opinions expressed in this post are the Author's personal views and opinions. They are not to be treated as commitments from the organization.

What's New ? 

Fusion Expenses app version 3.1.0 delivers the following functionality for Oracle Internet Expenses users.

1. Download and edit corporate credit card transactions

2. Enter mileage expenses

3. Enter expense fields and descriptive flexfield data on expense line

4. Get the latest status of the submitted reports.

Setup

Download and install patch 18598191:R12.OIE.B for 12.1.3, 18598191:R12.OIE.C for 12.2.3 and above.

Download and install Oracle Fusion Expenses app ver 3.1.0 from the AppStore.

For details on trouble shooting see this blog post

Though there is no setup required, this version of the app introduces some convenience features for administrators. Administrators can now choose the expenses responsibility that the users can use on the device by setting the profile OIE:Mobile Responsibility 

Administrators can also restrict the templates that can be used on the device by marking some templates as mobile enabled on the templates form. This will also help improve the sync performance.

Corporate Credit Card Transactions

Corporate credit card transactions incurred by the users are downloaded on to the app after the sync or when refreshed from view expenses. There is no additional setup required for this. If a user has a credit card assigned and there are transactions to be submitted. Unlike on the browser, transactions from all cards assigned to the employee are visible on view expenses. Users can submit transactions from different cards in a single report. The app will segregate the transactions and submit different reports for each card and currency. For example if the user has two cards and 2 transactions each on a particular card with one foreign currency transaction, and all transactions are submitted in a single report, the app segregates them to 3 reports. If a transaction being submitted from the device is already used, the transaction will be rejected.

Transactions once downloaded in to a device cannot be re-downloaded on to the same device or any other device. This is controlled by AP_CREDIT_CARD_TRXNS_ALL.DEVICE_DOWNLOAD_FLAG 

Transactions downloaded will have the expense type defaulted according to the setup. Pre-itemized transactions are also supported. Users can mark some portions of the transaction as personal by tapping on the arrow next to the amount on enter expenses. To mark the entire transaction as personal, either use the arrow next to amount and enter complete amount or swipe to the left on the transaction row in view expenses and select Personal. To change a transaction marked personal to business, swipe left and choose business. 

Mileage

The app allows users to enter mileage lines by tapping on the mileage icon from the springboard. Users can tap on Departure Location or Arrival Location to open a map. The app will calculate the distance between the departure and arrival locations and populate the distance fields. Miles and Kilometers are the units of measure currently supported. All mileage expenses with simple mileage schedules are successfully submitted. Complex mileage entry, like threshold split, passengers, vehicle types, fuel types etc, though allowed to be entered from the device, will fail to submit and the report is saved on the server. Users can edit the expenses by logging in to the expenses application from the browser.

Expense Fields

Depending on the setup, expense fields on the expense category are available on expense line for update. Required expense fields are validated and error messages are displayed.

Descriptive Flexfields

If an expense type or template is setup as a context,  the segments associated with the context are displayed on the expense line or report, for update. The app currently supports Independent and Table validated value sets only. In table validated value sets, $FLEX$ and $PROFILE$ are not currently not supported. If the value set associated with a segment is not supported, the segment is rendered as a text item. Supported value sets are rendered according to their type, list of values and long list of values are rendered as pick lists.

Global Data Elements are supported.

To see DFF segments on the device, Set OIE: Enable Desc Flex, at header line or both. 

To help improve sync performance, configure DFF on required expense types only, also enable only the most used templates for mobile access.

font-size: x-large;">Track Expense Reports

To track the status of a submitted expense report, tap on history and select submitted tab on the footer. Drag down the table to refresh the view.

OCR

Oracle Internet Expenses users can now use OCR on the Fusion Expenses app. Camera or attachment features will present an option to scan a receipt. The expense line will be populated with the data and the receipt is attached to the expense. Administrators can choose to control the availability of scan functionality by using the client extension AP_WEB_MOBEXT_PKG.IsOCREnabled.

The ability to attach receipts from the device can be controlled by using the client extension, AP_WEB_MOBEXT_PKG.EnableAttachments

FAQ

1. When is the android version of the app coming ?

Very very soon. Work is in progress to release the app later this year. 

Comments:

Thanks for the update Rajesh. Is any functionality added for mileage expenses?

Posted by guest on August 29, 2014 at 05:57 AM PDT #

Yes there is support for mileage. I updated the post. I will add screen shots and other information very soon.

Posted by Rajesh Velicheti on August 29, 2014 at 08:47 AM PDT #

for mileage exp type destination from and destination to values aren't getting stored to end table. these fields are mandatory as per the set up for mileage. can this be checked?

Thanks,
Amit

Posted by guest on September 26, 2014 at 01:53 PM PDT #

for mileage exp type destination from and destination to values aren't getting stored to end table. these fields are mandatory as per the set up for mileage. can this be checked?

Posted by guest on September 26, 2014 at 01:54 PM PDT #

for mileage exp type destination from and destination to values aren't getting stored to end table. these fields are mandatory as per the set up for mileage. can this be checked?

Posted by Amit on September 26, 2014 at 01:55 PM PDT #

Amit,

You need to uptake patch 19702978:R12.OIE.B. We could not get this in time for the base patch release.
Also, note the report date will not be visible for rejected reports.

Thanks,
Rajesh

Posted by Rajesh Velicheti on September 29, 2014 at 03:01 AM PDT #

Amit,

The current app only supports basic mileage, future updates will include the ability to add expense fields. Currently only the distance is updated.

Thanks,
Rajesh

Posted by Rajesh Velicheti on September 29, 2014 at 03:06 AM PDT #

Rajesh,

I tested after applying 19702978:R12.OIE.B.

When entering mileage expense, the mobile app allows entering "Departure Location" and "Arrival Location" values. The mobile app calculates the trip distance based on location.

The issue is eventhough we enter departure and arrival location in mobile app, these values do not get to the base table ap_expense_report_lines_all. Ideally destination_from and destination_to columns should be populated in lines table. Due to missing locations, the expense report remains in SAVED status. I guess, this could be an issue with mobile app.

can this be checked

Posted by Amit on September 30, 2014 at 12:58 PM PDT #

Hi Rajesh,

We applied patch 19702978:R12.OIE.B, but it did not resolve issue with destination from / to locations with mileage expense. It seems the payload received by the REST does not contain values for the location. Below is the sample payload generated.

- <ExpenseMobileService>
- <SubmitExpenseReportBatch>
- <MobileExpenseReportSVO>
- <MobileExpenseReportSVORow>
<Purpose>for log</Purpose>
<ExpenseReportDate>2014-10-06 00:00:00.0</ExpenseReportDate>
<ReimbursementCurrencyCode>USD</ReimbursementCurrencyCode>
- <MobileExpenseSVO>
- <MobileExpenseSVORow>
<ReceiptAmount>0</ReceiptAmount>
<StartDate>2014-10-06 00:00:00.0</StartDate>
<EndDate>2014-10-06 00:00:00.0</EndDate>
<ExpenseSource>CASH</ExpenseSource>
<ExpenseTemplateId>10043</ExpenseTemplateId>
<ExpenseTypeId>10345</ExpenseTypeId>
<ExpenseTypeCategoryCode>MILEAGE</ExpenseTypeCategoryCode>
<ExpenseCategoryCode>MILEAGE</ExpenseCategoryCode>
<ReceiptCurrencyCode>USD</ReceiptCurrencyCode>
<TripDistance>14.69999980926514</TripDistance>
<DistanceUnitCode>Miles</DistanceUnitCode>
</MobileExpenseSVORow>
</MobileExpenseSVO>
</MobileExpenseReportSVORow>
</MobileExpenseReportSVO>
</SubmitExpenseReportBatch>
</ExpenseMobileService>

The mobile app calculated the trip distance correctly based on values for destination from: Reston, VA to destination to: Ashburn, VA, it also
figured out other fields but not locations.

For mileage expense category, we have configured location as required fields, that is why the expense from mobile app remains in SAVED status and requires user intervention to login to Oracle EBS and update necessary information so that the expense report can be submitted.

This is a major issue with the mobile app for us as we are planning to go live in a couple of months. Can this be looked into at your end or any suggestions if you have for custom work-around?

Thanks

Posted by guest on October 08, 2014 at 05:29 AM PDT #

Hi Amit,

As I mentioned in my previous update, expense fields (in this case Location From and To) are not supported yet on Mileage. Only simple mileage is supported. The next update to the AppStore will include this.

Thanks,
Rajesh

Posted by Rajesh Velicheti on October 08, 2014 at 05:33 AM PDT #

Thanks for your response. will you be able to let us know approx. timeline for the next update to AppStore?

Posted by Amit on October 08, 2014 at 05:35 AM PDT #

Some reason attendees is not populating in ebs and Report getting saved Vs Submit.

Posted by guest on October 23, 2014 at 09:17 PM PDT #

Is it possible to Validate Project Number in ADD project screen?

Posted by guest on October 23, 2014 at 09:17 PM PDT #

Amit, At this moment I cannot give you the exact timeline, but I can tell you it will be available very soon.

Posted by Rajesh Velicheti on October 23, 2014 at 11:10 PM PDT #

Can you raise an SR with the details on the attendee issue. Please upload the FND log to the SR.

I am assuming you are using 3.1.0.

Posted by guest on October 23, 2014 at 11:11 PM PDT #

We will take validation of projects as an requirement for the future updates. The app runs disconnected so validating against the server will might result in performance issues.

Posted by guest on October 23, 2014 at 11:12 PM PDT #

Hi Rajesh,

I opened an oracle SR for Mileage via Mobile expenses app issue and the analyst replied on 30th Oct 2014.

Hello VJ,
Development has not published any ETA. See comment below.
As per development:

The app is common for Fusion and EBS, this is the reason why you see some functionality from Fusion shown on the App Store description.
The missing functionality will be available for EBS in future updates.
Mileage and Credit Card transactions will be available very soon, in the next update on the App Store.
We cannot provide any ETA, this depends on factors beyond development's control.

Thnx
-Dan

Does this mean Credit Card Transactions Functionality is also not working properly in current version?

Regards
VJ

Posted by Vijay on November 14, 2014 at 11:22 AM PST #

VJ,

Can you give me the SR number. I can help better.

Thanks,
Rajesh.

Posted by Rajesh Velicheti on November 16, 2014 at 10:03 PM PST #

Is Corporate Credit Card integration and mileage functionality available for Oracle EBS in the current release of the mobile expense app?
I'm get conflicting information while reading this post.

Thank you

Posted by guest on November 19, 2014 at 01:18 PM PST #

CC transactions and Mileage are available on the current version of the app 3.1.0. Please let me know if you face any issue.

Posted by Rajesh Velicheti on November 19, 2014 at 09:00 PM PST #

Hi Rajesh,

The app previously was working for us but now, after applying 18598191:R12.OIE.B, the app attempts to use a template not defined in the settings, when submitting an expense report; every single time. Have you seen or experienced this before?

Thanks,
Ryan

Posted by Ryan on November 25, 2014 at 09:12 AM PST #

This is regarding your explaination above, "Transactions downloaded will have the expense type defaulted according to the setup."

Where do I have to do this setup in order for this to work? Currently the credit card transactions that are downloading on my iPad/iPhone have no expense type defaulting.

Thanks,

Posted by Geeta on November 25, 2014 at 12:57 PM PST #

Hi Ryan,

Can you delete and re-install the app. It could be because of data caching. If you do not want a template to be available on the device, you can simply un-check the option on the templates form.

Thanks,
Rajesh

Posted by guest on November 25, 2014 at 11:57 PM PST #

Hi Geeta,

You can use the documentation in the implementation guide

https://docs.oracle.com/cd/E18727_01/doc.121/e13454/T214904T214909.htm#1187698

Let me know if you have any issues.

Thanks,
Rajesh

Posted by Rajesh Velicheti on November 26, 2014 at 12:00 AM PST #

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This blog lists HOW TOs on Oracle Internet Expenses. Specifically, tasks that are not very straightforward to implement.

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