Urgent: Expense Report

Hi,
During the process of creating an Expense Report in the portal, the user can change the Cost Assignments.
Using the Change Cost Assignment Component (Step 2), the user can select the accounting object by clicking in the dropdown box. This dropdown box is presenting four values (Cost Center, Order, WBS and ALL).
How can I filter the accounting objects displayed in the dropdown box of the Cost Assignment Component?
I have a feeling that this can be done customized through the SPRO » Financial Accounting » Travel Management » Travel Expenses » Dialog and Travel Expenses Control » Dialog Control, but Im not 100% sure.
Please advice.
Thanks & Regards,
John

Hi,
Yes. I found a half solution for my problem.
You can customize the options in transaction SPRO »in Financial Accounting » Travel Management » Employee Self-Services » Interface Modifications for Travel Expenses in SAP Enterprise Portal Set Up Variable Layout for Account Assignment Objects.
For each specific topic/activity (Mileage, General Data, Itinerary and Receipts), different views of the Web Dynpro for Travel Expenses, you can filter the options available.
I said I found half solution, because I also need to filter based on the company code, and for this scenario, I didnt found a solution.
Thanks & Regards,
John

Similar Messages

HR-BW report for Travel Expense report(Urgent, max. points awarded)

Hi All,
Could anyone please tell how to write a spec to create a BW report for Travel Expense report. or how can we know from which tables can the data be extracted for Personal number, name of the EE, Trip number, Trip duration, Trip begin date, Trip end date, trip destination, reason for the trip, total cost, reimbursement amount, paid by company, additional amount, total miles/Km, cost center, CoAr, Status of the trip
Its very urgent. Please Help!!!!
Regards,
Latha

Hi Latha,
PR05 is the Tcode for Travel expense Manager where the data will be posted and The table is PTRV_HEAD where the data get stored .
Regards,
Narendra Kumar Katuri.

Can't find Expense Report process in Find Process in Workflow - Urgent

Hi,
I have a submitted expense report. I tried to search for the Expense Report number in the Find Process window in Workflow administrator responsibility.
But it did not give me any result. When I query ap_expense_report_headers_all using below query for the same Expense Report number, i got the data.
<strong>select * from ap_expense_report_headers_all where invoice_num = 'WEX308147'</strong>
Then i tried searching for the notifications recieved by the Approver of the Expense Report. Enter Approver Name in TO Field in Find Notifications window in Workflow Administrator resp. But no notifications are available in that approver list.
When i query in the APPS.wf_notifications table for notification from this process, i could find that the notification is in closed status.
Can some one help with the pointers, why the Expense Report is not displayed in Find Process window and Notification is not displayed in the Find Notifications window?
Regards
Ram

Try using the Status Monitor in the Workflow Administrator
use APEXP as the 'Type Internal Name'
change the 'Workflow Started' to 'Today'
The item Key for your workflow should be the expense report number, pick yours and drilldown in to the workflow to see where you it is waiting.

APEXP ( Expenses ) AP Standard Expense Report Process

Hi everybody,
I am having one query regarding Expenses workflow.
Currently expense report is getting approved through worklist. As per requirment we want to approve it through email.
To achive this functionality I have Added #WFM_OPEN_MAIL attribute to the message. ((new) AME Expense Report Approval Message) which is attached to the approval notification).Idealy it should work but still we are not getting Approve/Reject buttons in the email.
Kindly suggest where I am maknig the mistake.........
Regards,
Rajesh Goyal

From: Oracle
Sent: Friday, January 29, 2010 7:36 PM
To: Subrata Kumar Singh
Subject: Action Required: Expense EXL-NOIDA-10528 for Dhyani, Lalit (1030.00 INR)
From
Dhyani, Lalit
To
Singh, Subrata
Sent
29-Jan-2010 19:35:40
Due
01-Feb-2010 19:35:40
ID
725995
     Expense Report for
Dhyani, Lalit
Individual's Cost Center
36
Expense Report Total
1030.00 INR
Attachments
RE urgent.msg
Instructions
          Please approve or reject this expense report. Please provide a Note if you reject.
Cash and Other Expenses: Business Expenses
Line     Date     Expense Type     Reimbursable Amount (INR)     Justification     Attachments
1     21-Jan-2010     Cab (Non Billable)     1030.00     Taxi charges for iExpense Training at Center-7 Gurgaon
     Total
     1030.00
Previously Submitted Expenses
Date     Expense Type     Merchant Name     Reimbursable Amount     Payment Method     Justification
No results found.
Approvals History
Seq.     Date     Status     Performer     Approval Group     Comments
1     29-Jan-2010 19:35:39     Notified     Singh, Subrata     EXL Supervisor-1
Related Applications
          Expense Report Details
Copyright (c) 2006, Oracle. All rights reserved.
Please click here to Respond
=====================================================================
Hi Alejandro,
Thanks a lot to take intrest in this issue.
Above is the notification which we are getting currently in our outlook.
To respond this notification from outlook we needs to click Please click here to Respond link.
Now we want response buttons insted of this link.
To achive this we added #WFM_OPEN_MAIL attribute to the approval message.
but the changes are not reflecting in the notifications.
I am guessing you are able to see the buttons when in the worklist.
Yes we are able to see the buttons when in the worklist.
Regards,
Rajesh

Scan receipts and attach to travel expense report (max.points rewarded)

Hello All,
Could anyone please tell how the process works in r/3 for scanning receipts and attaching them to travel expense report. Please send any config documents, links or technical specs. Its very very urgent.
Thanks & regards,
Latha

receipts can be attached in PR05

User exit for expenses report in travel management

Hi All...
What is the user exit for expenses report in travel management with T Code PR04
itz urgent
with regards,
LN

Here are user exits for tcode PR04:
Exit Name           Description
FITR0001            User exit: Delete/Reorganize trip statistics
FITR0002            User exit: Create/Change trip statistics
FITR0003            User exit: Save trip (PR01, PR04, PR05)
FITR0005            User Exit: Save Trip (PR01, PR04, PR05)
RPRCST01         Customer Exit for Travel Expenses

In R12, can payroll user enter expense report for employees via web-based?

Hi,
In R12, can payroll user enter expense report for employees via web-based screen? Previously in 11i, it can be done via the Expense Report forms.
Appreciate advise on this.
Thanks in advance.
Regards,
Shiau Chin

Hi Anne,
Please see page 42 of the [url http://download.oracle.com/docs/cd/B34956_01/current/acrobat/120oieig.pdf]iExpenses Implementation and Admin Guide for R12 . If you are unable to enter the ID as per the guide, I would suggest raising an Service Request with Oracle Support.
Cheers, Pete

How can I get the project number to be included in my expense report query?

..afternoon gurus.
As title suggests, I need to include the project number in my script for the users.
I've everything else but I've noticed even with the project number specified in the application (in Step 3), the database table (I'd thought that it should have been in the AP_EXPENSE_REPORT_LINES_ALL.project_id but it ain't).
Where is it located..?
code so far..
-- COMPLETE i-EXPENSES details of all outstanding expense claims..
-- COMPLETE i-EXPENSES details of all outstanding expense claims..
SELECT DISTINCT
erh.week_end_date "Expense Report Date", erh.attribute_category, erh.attribute5,erh.last_updated_by,
erl.report_line_id, erh.invoice_num, erh.creation_date, --     erh.SOURCE,
     erh.expense_last_status_date "Last Update", pap.full_name "Employee claiming..",
     erh.override_approver_name "ER Approver",erh.report_submitted_date "Submit date",
     DECODE(NVL(erh.expense_status_code, 'Not yet Submitted (NULL)'), 'CANCELLED', 'CANCELLED',
     'EMPAPPR', 'Pending Individuals Approval',      'ERROR', 'Pending System Administrator Action',
     'HOLD_PENDING_RECEIPTS     ', 'Hold Pending Receipts', 'INPROGRESS', 'In Progress', 'INVOICED', 'Ready for Payment',
     'MGRAPPR', 'Pending Payables Approval', 'MGRPAYAPPR', 'Ready for Invoicing', 'PAID', 'Paid',
     'PARPAID', 'Partially Paid',     'PAYAPPR', 'Payables Approved',     'PENDMGR', 'Pending Manager Approval',
     'PEND_HOLDS_CLEARANCE', 'Pending Payment Verification',     'REJECTED', 'Rejected',     'RESOLUTN',     'Pending Your Resolution',
     'RETURNED',     'Returned',     'SAVED',     'Saved',     'SUBMITTED',     'Submitted',     'UNUSED',     'UNUSED',
     'WITHDRAWN','Withdrawn',     'Not yet Submitted (NULL)') "Expense Status Code" ,
fu.description "Administrator", erl.item_description,
-- gcc.segment1|| '.' || gcc.segment2|| '.'|| gcc.segment3|| '.'|| gcc.segment4|| '.'|| gcc.segment5 "GL code",
erl.amount, erl.attribute_category, --erh.total,
     erh.description
     FROM
                AP_EXPENSE_REPORT_HEADERS_all erh, AP_EXPENSE_REPORT_LINES_ALL erl,
                 per_all_people_f pap, fnd_user fu --                gl_code_combinations gcc,
     WHERE erh.employee_id = pap.person_id
          AND fu.user_id = erh.created_by
          AND erl.report_header_id = erh.report_header_id
--          AND erl.code_combination_id = gcc.code_combination_id
AND erh.invoice_num IN ('EXP74185')
     AND erh.creation_date > '04-oct-09'
     ORDER BY 3 DESC;thanks for looking...
S

Project_id In Ap_expense_report_lines_all Is Null In Oie.K. Is This Intended Functionality ? [ID 437559.1]
In OIE.J and below , the project_id value was stored in AP_EXPENSE_REPORT_LINES_ALL table.
From OIE.K an on ,the column name project_id was obsolete in ap_expense_lines_all table,
and was added in table ap_exp_report_dists_all.

Users locked out of editing Expense Reports

Hi There,
Users of the system are reporting that they are frequently unable to edit their expense reports, as the system incorrectly believes that they are attempting to edit reports in multiple sessions.
A general error is occurring in which the user will be editing an expense report and will perform an action such as closing the browser, closing a browser window/tab or even simply exiting an expense report while using the application.
After returning to the report, an error message appears saying that they are editing the expense report even though they only have one session open.
This would suggest that upon performing such an action, the original session becomes stuck while editing the report, resulting in users having to wait long periods of time before this stuck session is automatically closed.
Is this a commonly known problem, and is there any way that this can be fixed?
Thanks,
Tom Wright

Tom,
It's one of the biggest pains of the system! Requests have been submitted to SAP numerous times to stop locking people out of editing their reports for silly reasons that you mention. I am not sure if they have any intention of improving it.
There is a trick to unlocking the report for editing though.
- log off the system
- attempt to log back on with the wrong password
- then log back on with the correct one
This action has worked 100% of the time in unlocking a report for edit.
Best of luck, Britt

How to copy line items from one expense report to the next

I travel to the same project/destination every week so in PR05, I was able to just copy the previous expense report for the new week and edit the expense values. Now, when I book travel, the air line booking starts a new expense report entry.
Is there a way to copy the employee-paid expenses to the GetThere-generated trip entry expense report, i.e. just copy the line items from one expense report to another that already exists. I guess that would be a merge function.

Hi Tom,
Here are two alternative solutions:
Alternative 1:
If you copy the expense report before you book the services (flight, hotel …)
in GetThere, then the airline or hotel bookings will not start a new expense
report but will be assigned to the copied expense report.
Alternative 2:
This alternative is a bit laborious.
Shift the start date and end date of the expense
report that was automatically created by
your flight booking for next week (e.g. Calendar Week (CW) 47) to the week after next week (e.g. CW 48).
Copy the expense report of the previous week (e.g.
46)
Afterwards open the expense report that you
moved to CW 48 and click on the tab strip itinerary
Now assign the bookings (flight, hotel …) to the
expense report of CW 47 by clicking on the button assign to existing trip
Later delete the expense report in CW 48
Get back to me if you have any questions concerning the alternatives outlined
above.
Note:
These solution alternatives are only available for customes using HTML5 UIs.

Programmatic expense report interface?

I am trying to enter expense reports into ERP 11.5.9 programatically. I went down the path of using the Invoice Gateway, but I ran into a snag when our accountants mentioned that the invoices I am entering are tied to an employee (i.e. an expense report wherein the employee's record is duplicated in the vendors table), not a project. Sure enough, when I carefully observed them entering one of these invoices, I saw that they were choosing type "EXPENSE REPORT".
I tried changing AP.AP_INVOICES_INTERFACE.INVOICE_TYPE_LOOKUP_CODE to "EXPENSE REPORT", but the Payables Open Interface Import rejected the invoices with the error "Invalid Inv Type Lookup: Invalid invoice type lookup code". Looking in AP.AP_INVOICES_ALL, I see many invoices with this invoice type. I'm guessing that either the Invoice Gateway doesn't do invoices of this type, or I am missing fields in AP.AP_INVOICES_INTERFACE that are dependent when "EXPENSE REPORT" is the invoice type.
Is there a way to use the Invoice Gateway to enter expense reports? If so, what is the magic recipe of required fields? If not, is there another way to programmatically enter expense reports?
Message was edited by:
ckonstanski
Reading through the Oracle Internet Expenses Implementation and Administration Guide, I see that there is already a concurrent process called American Express Transaction Loader. I am indeed writing a program to parse an AMEX spreadsheet of airling billing charges and turn the data into ERP invoices. I will look more deeply into this concurrent process in the hopes that it does what I need.

The American Express Transaction Loader is not a complete solution for me. The documentation indicates that it is still necessary for the emloyee to enter an expense report, and for manual matching of credit card transactions to expense reports to occur. Since the company purchases the airline ticket for the employee, it is not possible for the employee to enter an expense report, as he doesn't even know the amount or credit card number.
I can parse the AMEX credit card report myself. I'd like to use this data directly in the creation of expense reports that are complete. Our AMEX report contains all the information I need to match the invoice to an employee (or vendor, if you prefer).
So back to square one: how do I programatically enter an expense report? Is there an interface? Or is it fairly safe to insert data into the AP tables via SQL?

Expense Report Expense Program errors in R12.1.2

Hi gurus,
I am trying to run the Expesne Report Export Program and it is erroring out the Reject code is (INCONSISTENT SUPPL SITE).Here we have to Sources
1:XpenseXpress
2: EXTAMEX
and when i run the export program for source 2 the invoices are getting created and when i run the export program for the source 1 the records are getting rejected with the error (INCONSISTENT SUPPL SITE).
The interesting thing is the vendor_id(12759) and vendor_site_id(462101) for both the sources is Same.The data for which I am running is the data from the 11i Production Instace for the previous day.The error I am getting is in R12.1.2 Instance.
I searched the tables ap_suppliers,ap_supplier_sites_all,hz_parties and hz_party_sites_all the supplier is active it has site's defined every where only thing i Observed is for the same vendor we have Vendor_site_codes as [M5H 1T1(site_id :424663,M5H1T1:462101).This is what i could research and found out.I am struck Here
                 Help would be highly appreciated.
   Thanks & Regards
        Krishna

Hi Krishna,
please check the vendor type should be "Employee".
Try to create a expense report for the same vendor site manually you will get the exact issue.
If still getting issue please send the exact error code/desc and vendor site screen shot.
Regards,
Ajit
[email protected]

DISPLAY/PRINT MY EXPENSE REPORTS UNDER TERA FAILS WITH THE ERROR MESSAGE

Hi Techies,
When i click on "Display/print" button under my expense report ( Employee --> Travel & expenses --> Manage Expenses (TERA) --> My trip reports), it opens up a new window with the error message "SOAP Framework error: SOAP Runtime Exception: CSoapExceptionTransport : HTTP send failed with exception communication_failure(100,101)."
This behaviour is noticed in the new upgraded system NW 701 SP7 (portal) and backend ECC 6.0 EHP4; However it works perfectly fine with our non-upgraded system NW 70 SP10 (portal) and backend ECC 6.0.
When i ran the trace on this functionality, i could notice that in the non-upgraded system, after pulling all the values, it calls the RFC function module "PTRM_WEB_FORM_HTML_GET"; however the upgraded system calls "PTRM_WEB_FORM_PDF_GET".
For the "PTRM_WEB_FORM_PDF_GET", I believe we need to configure the "ADS" rfc pointing to the ADS service on a j2ee server which am not planning for.
MY QUESTION IS:-
IS THERE ANY OPTION TO CHANGE THE FORM BEING CALLED FROM "PTRM_WEB_FORM_PDF_GET" TO "PTRM_WEB_FORM_HTML_GET" WHICH I BELIEVE WILL RESOLVE THE PROBLEM AM FACING?
Kindly assist with your thoughts!1
-GK

Read the steps on note 1032311 on how to achieve it,
In Web Dynpro, the Parameter for Formula is Defaulted to PDF file. If
you don't want to use the ADOBE Form in ESS, you have to follow 2 steps:
Solution
    o Check the Homepage framework configuration.
In IMG (transaction SIMGH) go in Travel Management->Employee Self
Service->Homepages Framework->Ressources
Delete the URL parameter "sap.xss.tra.UsePdf=true" of the ressource
"EMPLOYEE_TRAVEL_TRIPFORM_SRV05".
Check that the field URL for PCD file is filled with
ROLES://portal_content/com.sap.pct/every_user/com.sap.pct.erp.ess.bp_fol
der/com.sap.pct.erp.ess.roles/com.sap.pct.erp.ess.employee_self_service/
com.sap.pct.erp.ess.employee_self_service/com.sap.pct.erp.ess.area_trave
l_expenses/com.sap.pct.erp.ess.tripform
Normally if it is not filled in your client, the system should use the
one from client 000, that is the SAP delivered customizing.
    o Check the Portal PCD configuration
Logon on to your SAP portal as Administrator.
In the Content Administration - Portal content, select Content
provided by SAP->end User Content->Employee Self Service->iViews->Travel
and Expenses->Display Trip Form
Right Click on Display Trip Form and Select Object->Open
In the field Application Parameters, you will find a parameter
                                                                 Page 2
sap.xss.tra.UsePdf=true . Delete this line completely.
When this configuration is done, the PDF form is desactivated and the
HTML form is used.
This is the issue with ADOBE set up
Firstly, I would ask you to check the customizing steps from 944221
to ensure no issue with the ADS configuration for the pdf form.
to review OSS note 925741 as there can be a issue with the
platform validity and version.

Error when Display/Print my expense report,travel request and travel plan

Hello experts,
I had configurated the ADS and ESS successfully.We are using ESS and interactive form now.
And we had developed some interactive form and they work fine .
In page "My Trips and Expenses   " , there are 4 tabs " All My Trips"," My Travel Requests"," My Travel Plans " and " My Expense Reports " .
When I selected one row of table and click button " Display/Print" , I got the error :
com.sap.tc.webdynpro.clientserver.adobe.pdfdocument.base.core.PDFDocumentRuntimeException: Failed to USEPDF
     at com.sap.tc.webdynpro.clientserver.adobe.pdfdocument.base.core.PDFDocumentRuntimeException.<init>(PDFDocumentRuntimeException.java:25)
     at com.sap.tc.webdynpro.clientserver.uielib.adobe.impl.InteractiveForm.afterHandleActionEvent(InteractiveForm.java:419)
     at com.sap.tc.webdynpro.clientserver.cal.ClientApplication.afterApplicationModification(ClientApplication.java:1132)
     at com.sap.tc.webdynpro.clientserver.cal.ClientComponent.afterApplicationModification(ClientComponent.java:895)
Caused by: com.sap.tc.webdynpro.services.exceptions.WDRuntimeException: pdfSource of InteractiveForm UI element should be populated with pdf binary content in USE_PDF mode
     at com.sap.tc.webdynpro.clientserver.uielib.adobe.impl.InteractiveForm.afterHandleActionEvent(InteractiveForm.java:351)
     ... 48 more
Is there any guys had met the problem ? Please give me some suggestions .
Thank you !
Best Regards,
Louis

Louis,
can yo make sure that you are doing this "pdfSource of InteractiveForm UI element should be populated with pdf binary content in USE_PDF mode"
check these links
https://forums.sdn.sap.com/click.jspa?searchID=18701125&messageID=6070514
https://forums.sdn.sap.com/click.jspa?searchID=18701125&messageID=6426445
https://forums.sdn.sap.com/click.jspa?searchID=18701125&messageID=6323600
Thanks
Bala Duvvuri

How to delete the automatically created receipt in the expense report

Hi experts,
I am getting an error "no expense type for estimated costs has been defined. cannot save" while creating a travel request for an employee.
Base on the reply from Raynard which posted on Re: FM for trip exp
It's because "The estimated cost in plan and request are now included into fund management. So if you have active funds management, the entered estimated cost are used to make availability check and commitment. Therefore you must create an expense type in view V_T706B1. Under 'amounts are' you have to choose 'estimated cost, no reimbursement to employee'."
How ever, because the linkage with funds management, I faced the problem and also ckecked out the reason from SAP Help that "After the trip takes place, the user needs to manually delete the automatically created receipt in the expense report."
Anybody can provide the solution how to automatically delete this receipt before user create the expense report??
Thanks
Daniel

Hi Francis,
Check the BADI "TRIP_WEB_CHECK" method "USER_CHECK_GENERAL_DATA".
Here based on the schema you can modify the "estimated cost" field.
Hope it helps.
Regards,
Jyothi

Urgent: Expense Report

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