You can use the Oracle Application Framework to personalize the display of Oracle Internet Expenses pages. The updates available using the Oracle Application
Framework allow you to change the application display without affecting your ability to upgrade to future versions of the application.
There are restrictions to the updates you can make to Internet Expenses pages and page regions. For an explanation of how to use personalizations and a discussion of
personalization restrictions, see: Configuring the User Interface, page B-1.
This section describes setup tasks that require the use of personalizations to enable an Internet Expenses feature or function.
Setting Up Region-Based Messaging
You can set up Internet Expenses to display a user-defined message on the Expenses Entry Confirmation page based on the country or region that expense reports are submitted from. This is helpful, for example, to convey information such as country-specific reimbursement policies or the company process center contact information.
To set up region-based messaging:
1. In the Confirmation page, click the Personalize Submission Instructions Header link in the Submission Instructions region.
2. In the Choose Personalization Context page, click Apply.
3. In the Personalize Region page, click Personalize for the Raw Text item.
4. In the Personalize Raw Text page, select False for the Rendered row at the Site level, then click Apply
5. In the Personalize Region page, click Create Item for the Header: Submission Instructions item.
6. In the Create Item page, select the appropriate value from the Item Style poplist.
7. Complete the page according to your business requirements, then click Apply.
8. In the Personalize Region page, click Personalize for the message you created.
9. In the Personalize Raw Text page, enter a message in the Text field for the appropriate level, then click Apply.
10. In the Personalize Region page, click Return to Application.
Enabling Company Terms and Agreements
You can require users to acknowledge their understanding of company travel and expenses policy before submitting their expense reports. Use Oracle Applications Framework to enable a check box and link to company policies on the Expenses Entry Review page. When enabled, users must check the available box indicating that they have read and will comply with company policy as described on the linked page.
To enable the company terms and agreements check box and link:
1. In the Expenses Entry Review page, click the Personalize Review Page link.
2. In the Choose Personalization Context page, set the appropriate organization and responsibility level, then click Apply.
3. In the Personalize Region page, click Personalize for the Flow Layout: Terms and Agreement Region item.
4. In the Personalize Flow Layout page, set Rendered to True for the applicable level, then click Apply.
5. In the Personalize Region page, find the term Raw Text, under the Flow Layout:
Terms and Agreement Region item, and click Personalize.
6. For the appropriate level, type in the URL for your company travel and expenses policy, then click Apply.
Note: You must ensure that you follow the conventions in the seeded URL.
7. Click Return to Application.
8. Click Personalize for the Message Check Box item.
9. On the Personalize page, enter the text that you want for the Prompt property.
10. Click Apply.
Using Attachments
Users can add attachments to expense reports at the header level or line level. Examples of expense report attachments include receipt documents, transportation documents, travel itineraries, and hotel folios. The user can update and delete attachments as often as necessary until submitting the expense report. Managers and auditors can review the attachments on an expense report. In addition, auditors can add new attachments as part of the audit process.
Internet Expenses provides these seeded attachment categories: Receipts, Missing Receipts Declaration, Travel Itinerary, and Miscellaneous. You can also define new attachment categories and enable the attachment categories that you want using Oracle Application Framework.
There are two tasks to enable attachment categories:
• Define the attachment categories that you want using the Document Categories window.
• Enable the attachment categories on the Internet Expenses pages that you want using Oracle Application Framework.
Defining Attachment Categories
Use the Document Categories window to define categories for Internet Expenses attachments.
To define document categories for attachments:
1. Log in to Oracle Applications with the user name and password appropriate for the installation.
2. Select the Application Developer responsibility.
3. Navigate to the Document Categories window.
4. Enter a Category name.
5. From the Help > Examine menu, select DOCUMENT_CATEGORIES from the Block field, then select Name for the Field field. Then specify a Value. This value
represents the attachment category.
Enabling Attachment Categories
Use Oracle Application Framework to enable the attachment categories that you previously defined on the Internet Expenses pages that you want.
Before you can enable attachment categories, you must, set the Personalize Self-Service Definition profile option to Yes.
To enable attachment categories using Oracle Applications Framework:
1. Navigate to the first page for which you want to enable an attachment category.
2. Select the personalization link for the appropriate table or region.
3. In the Choose Personalization Context, enter the configurations you want and click Apply.
4. In the Personalize Region page, find the Attachments bean in the Name field and click Personalize.
5. In the Personalize Attachment Image page, click the Categories button.
6. In the Personalize Attachment Categories page, click Add Another Row.
7. In the Category Name field, enter the category name defined in the Examine window from the Document Categories window.
8. Enter an appropriate value for the Component ID then click Apply.
9. Repeat these steps for each page that you want to enable an attachment category.
Related Topics
Workflow: Project Expense Report Account Generator, Oracle Projects Implementation Guide
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