Oracle Fusion Expenses - Mobile App for Oracle EBS R12 Ver. 3.1.0
By Rveliche-Oracle on Aug 29, 2014
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.
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.
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.
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.
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.
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
1. When is the android version of the app coming ?
Very very soon. Work is in progress to release the app later this year.