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ER Request: Improve Ability To Create Business Rules Based On Policy In Easy/intuitive Way (Doc ID 2437986.1)

Last updated on DECEMBER 10, 2019

Applies to:

Oracle Fusion Expenses Cloud Service - Version 11.13.18.02.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.18.02.0 version, Manage Expenses-Approve Expense Report

ER Request: Improve ability to create business rules based on policy in easy/intuitive way

While some business rules can be accommodated, we cannot create some classes of rules. Please advise on ways to create some of the following business rules. See also the attached file that compares ability to create these rules to creating the same or similar rules in Concur.

Display a message to the user for the following:
Airfare: airline is not one of UC's preferred vendors
Airfare: payment type is not Direct Billing/Prepaid by University
Other Ground Transportation message about car service/limos
Registration Fees message about receipt requirements
Rental Car: vendor is not one of UC's preferred vendors
Notice to Preparer when submitting your own expense report

Require an explanation from the user for the following:
Airfare: seating class Other requires explanation
Deposit expense less than $0 (negative) requires explanation
Entertainment-Breakfast overage requires explanation
Entertainment-Dinner overage requires explanation
Entertainment-Light Refreshment overage requires explanation
Entertainment-Lunch overage requires explanation
Expense less than $0 (negative) requires explanation
Athletics M&IE: Single day trips require start and end times

Prevent the user from being able to proceed until corrected:
Cannot select Do Not Reimburse box when payment type is Prepaid/Direct Bill
Per Diem Adjustment must be a negative number
Meals & IE for single-day trips not reimbursable
Expense report has all line items marked Do Not Reimburse

Other rules:
If airfare is expensed on a trip and not charged to federal grant, a $9 carbon offset is added
Select department approvers
Expense report results when payment type for all lines is Prepaid/Direct Billing?
 

Solution

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In this Document
Goal
Solution
References


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