Travel (Chapter 4) R20B

A travel partner is an online booking provider or a travel agency that provides travel services to your employees. Before you can set up a travel partner and booking sites in Oracle Fusion Expenses, your company must perform the following prerequisite steps: Select a travel partner. Configure booking sites.

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Preparing Travel Authorizations

From the Travel and Expense Center, you can create, modify, view, cancel, delete, and print travel authorizations. As you prepare a travel authorization request, PeopleSoft Expenses provides the options to create cash advances, modify the default accounting, or change the general information.

docs.oracle.com/cd/E27605_01/fscm91pbr2/eng/psbooks/fexp/chapter.htm?File=fexp/htm/fexp16.htm

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Overview to Travel and Expense Management

The Travel and Expense Management process includes the following tasks: Entering expense reports. To request reimbursement for business trip expenses, employees must enter and submit expense reports. Each expense report consists of a header record and detail records. The header record contains basic information, such as the employee's address

docs.oracle.com/cd/E59116_01/doc.94/e58753/ovr_travel_and_exp.htm

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Travel and Expense Processing Options

1. Enter a 1 to enter Transaction data, or enter a 2 to enter Statement data. A default of blank will display Transaction fields. 2. Enter a '1' to use the Travel and Expense constants for Merchant Tracking and Currency when processing transactions for multi-use cards. If …

docs.oracle.com/cd/E59116_01/doc.94/e58753/t_and_e_proc_opts.htm

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Travel Authorization (Chapter 5) 21B

Travel cards, also known as centrally-billed travel cards, business travel accounts, or ghost cards, are used by companies to centrally charge high value travel expenses, such as airfare, accommodations, and car rental. The travel card account allows corporate employees to purchase travel expenses using a single card account, rather than each employee using individual corporate cards.

docs.oracle.com/en/cloud/saas/financials/21b/fawde/travel-authorization.html

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Understanding How To Create Travel Authorizations

To select an existing travel authorization: Enter a date range to display travel authorizations from a specified period and click the Search button. PeopleSoft Expenses displays a list of available travel authorizations. Click the report ID in the Description column to access the View Selected Travel Authorization page.

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/concept_UnderstandingHowToCreateTravelAuthorizations.html

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Travel Authorization (Chapter 5) R20B

Travel cards, also known as centrally-billed travel cards, business travel accounts, or ghost cards, are used by companies to centrally charge high value travel expenses, such as airfare, accommodations, and car rental. The travel card account allows corporate employees to purchase travel expenses using a single card account, rather than each employee using individual corporate cards.

docs.oracle.com/en/cloud/saas/financials/20b/fawde/travel-authorization.html

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Setting Up and Creating Travel Authorizations Using

The Travel Authorizations Search page displays all the data for the employee you have selected. Note: When you add a new travel authorization from the Travel Authorizations Search page, the travel authorization is created for the employee you have selected …

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_SettingUpAndCreatingTravelAuthorizationsUsingPeopleSoftFluid.html

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Work with Menu Traveling

Menu travel via hidden selections 27 and 29 can take you to additional menus. Do one of the following: Enter 27 on the command line to access the A/B Advanced & Technical Operations menu for the Address Book system. Enter 29 on the command line to access the Setup menu for the Address Book system. To menu travel via the Index of Menus

docs.oracle.com/cd/E26228_01/doc.93/e21958/ch_ww_menu_trvling.htm

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Expense Report Entry (Chapter 1) R20B

The Travel and Expenses work area opens with an Expenses Product Tour section and an embedded video if no expense transactions have been created. You can play the training video or perform different actions, such as creating an expense report or expense items and learning about your corporate policies.

docs.oracle.com/en/cloud/saas/financials/20b/fawde/expense-report-entry.html

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Navigating in PeopleSoft Expenses

Access the key areas to manage travel partner information, assign groups of travelers to travel partners, and run the processes to import and export employee travel profiles. Assign Travelers. Assign travelers to travel groups by business unit and department. You can also remove travelers from travel groups using this component. Define Travel

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_NavigatinginPeopleSoftExpenses-9f5a77.html

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Canceling Approved Travel Authorizations

The Cancel Approved Travel Authorization page displays all travel authorization requests that have been approved, or approved and budget-checked, but not assigned to an expense report. Select the travel authorization requests that you want to cancel, and click Cancel Selected Travel Authorization (s). If you use PeopleSoft Commitment Control

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_CancelingApprovedTravelAuthorizations-9f58ec.html

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Setting Up and Using Travel in PeopleSoft Expenses

Travel groups represent a set of rules that is enforced by the travel partner. Travel groups contain the travel policies and procedures used by an organization. These policies and procedures can be applied to a specific group of business units, departments, or travelers. Travel groups are also referred to as sub-sites or communities.

docs.oracle.com/cd/E13228_01/fscm9pbr0/eng/psbooks/fexp/htm/fexp23.htm

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Reimbursing Employee Expenses

1. Travel Advance G/L Class. Specify the general ledger offset account that the system assigns to the debit memo (PD) that it generates when you use the Travel Advance field (CASHADV). The system assigns this general ledger offset to the debit memo only, not to the voucher (PV).

docs.oracle.com/cd/E16582_01/doc.91/e15105/reimburse_employee_expnses.htm

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REST API for Oracle Financials Cloud

The expense reservation items resource is used to get travel reservation item information from third-party travel partner sites. ReservationType(optional): string. Maximum Length: 30. Type of reservation such as air, hotel, rail or vehicle rental.

docs.oracle.com/en/cloud/saas/financials/21a/farfa/op-expensetravelitineraries-expensetravelitinerariesuniqid-child-itineraryreservations-itineraryreservationsuniqid-get.html

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Approving Travel Authorizations

After an employee submits a travel authorization, it goes through the approval process. From the time that an employee creates the travel authorization until an approver approves it, the travel authorization's status changes, depending on the action taken at each step of the approval process.

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_ApprovingTravelAuthorizations-9f575b.html

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REST API for Oracle Financials Cloud

Date and time in UTC when the itinerary is created or modified in the global distribution system or travel partner system. BookingSiteName(optional): string. Name of travel partner booking site. CreatedBy(optional): string. Maximum Length: 64. User who created the row.

docs.oracle.com/en/cloud/saas/financials/21b/farfa/op-expensetravelitineraries-expensetravelitinerariesuniqid-get.html

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REST API for Oracle Financials Cloud

Identifier to Expense Travel Itineraries. Query Parameters. dependency: string This parameter specifies dependencies which are attributes that are set before and rolled back after generating the response. Generally they are used to preview the effects of an attribute change. The attributes specified in this parameter are always set in the

docs.oracle.com/en/cloud/saas/financials/20b/farfa/op-expensetravelitineraries-expensetravelitinerariesuniqid-child-itineraryreservations-get.html

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Deleting Travel Authorizations

Travel and Expense - Delete a Travel Authorization Page. TE_DEL_TAUTH. Delete a travel authorization. Travel and Expense - Delete Confirmation Page. TE_DEL_CONFIRM. PeopleSoft Expenses displays a message that the system has deleted the selected transactions.

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_DeletingTravelAuthorizations-9f58f0.html

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Setting Up Travel Processing

The PeopleSoft Expenses Travel feature enables you to integrate with travel suppliers for online booking transactions. When you enable the PeopleSoft Expenses Travel feature, by selecting the Use Travel Services check box on the Installation Options - Expenses page, you can import and export travel profiles from and to your travel partners. After you have established your employee travel

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_SettingUpTravelProcessing-9f57a5.html

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Setting Up Travel and Expense

Setting Up Travel and Expense. Before you use the Travel and Expense system, you need to define certain information that the system uses during processing. You define this information to customize the system to meet your business needs. The following table describes the setup information for Travel and Expense system:

docs.oracle.com/cd/E59116_01/doc.94/e58753/set_up_travel_and_exp.htm

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Travel Manager (Job Role)

Travel Manager. Oversees the operations of corporate travel programs. Manages integration with other travel partners to improve employee travel experience from planning to reimbursement. Manage Financial Application Lookups. Travel Manager. Oversees the operations of corporate travel programs.

docs.oracle.com/en/cloud/saas/financials/20b/oaahm/travel-manager-job-role.html

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Working with Travel and Expense Reports and Inquiries

The Travel and Expense Bank Card Report (P01P420) allows you to review information in the Travel and Expense Credit Card Transactions file (F01P13). This file contains the fees the bank charges for purchases made with the company issued credit card.

docs.oracle.com/cd/E59116_01/doc.94/e58753/t_and_e_rpts_inq.htm

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PeopleSoft FSCM 9.2: Expenses

Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products,

docs.oracle.com/cd/E40049_01/psft/acrobat/fscm92fexp-b0313.pdf

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OPERA Setup For the OXI Interface

Those travel agents that are paid locally will be linked to the bank account that is set with Payment Method type ‘CHK’. A different currency code has to be linked to the EFT/CENT and CHK bank accounts, as OXI is selecting the proper bank account based on the currency code that is linked to it.

docs.oracle.com/cd/E53547_01/opera_5_04_03_core_help/opera_setup_for_the_oxi_interface.htm

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Company/Source/Travel Agent Profile

The Commission button is activated when a travel agent or source profile has a commission's payable amount or a defined commission percentage. Use the Commission button when you want to view an agent or source's current commission's payable. Delete. Select the Delete button to clear the current profile from the database. You will not be able to

docs.oracle.com/cd/E53547_01/opera_5_04_03_core_help/company_source_travel_agent_profile.htm

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PeopleSoft Enterprise Expenses 9.0 PeopleBook

Travel and Expenses, Manage Employee Information, Update Profile. View employee organizational information. Assign an employee to a general ledger business unit and a department for expense reimbursement. The employee's business unit determines such things as accounts to charge, allowable mileage rates, and cash advance limits.

docs.oracle.com/cd/E13228_01/fscm9pbr0/eng/psbooks/fexp/chapter.htm?File=fexp/htm/fexp15.htm

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REST API for Oracle Financials Cloud

The expense itinerary reservations resource is used to get travel reservation information from third-party travel partner sites. Create a travel itinerary reservation Method: post

docs.oracle.com/en/cloud/saas/financials/21b/farfa/api-expense-travel-itineraries-expense-travel-itinerary-reservations.html

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Viewing and Modifying Travel Authorizations

Use the Travel Authorization - Travel Authorization Details page (EX_TAUTH_ENTRY) to view and modify a travel authorization. Modify an un-submitted travel authorization or a travel authorization that was submitted and returned by an approver.

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_ViewingandModifyingTravelAuthorizations-9f58f4.html

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Creating and Editing an Account

Travel Agent; Source (Available when the Profiles>Source application function is set to Y.) Vendor; Otherwise the Account screen will be for the type of account shown in the View By field (Company, Travel Agent, Source, or Vendor). To edit an existing account, highlight your choice on the Account Search screen and select the Edit button. ORS

docs.oracle.com/cd/E53547_01/opera_5_04_03_core_help/create_a_new_account.htm

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Approving Travel Authorizations Using PeopleSoft Fluid

Select to view notes associated with the travel authorization. If there are no notes associated to the report, this link will be hidden. Lines: Select a line to review additional details about the travel authorization line. Select the check box for one or more lines to approve or deny a travel authorization line. Approver Comments

docs.oracle.com/cd/F39373_01/fscm92pbr39/eng/fscm/fexp/task_ApprovingTravelAuthorizationsUsingPeopleSoftFluidUserInterface.html

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Duration, Travel Time, and Capacity Category Calculations

Duration, Travel Time, and Capacity Category Calculation. A Capacity Management API request can be used to calculate and return some activity parameters. In addition, special request options are to be checked and all data necessary to calculate the values must be present in the request. For example, capacity management may be used by the

docs.oracle.com/en/cloud/saas/field-service/18a/fasdk/duration-travel-time-and-capacity-category-calculations.html

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Travel Agent Reference Number (TA Record Locator)

Travel Agent Reference Number is a selectable tag that can be included within the closing script. The Travel Agent Reference Number is available with simple reports. The TA Record Locator is included in the Change Log Activity. Travel Agent Reference number is …

docs.oracle.com/cd/E98457_01/opera_5_6_core_help/travel_agent_reference_number_(ta_record_locator).htm

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Understanding Expense Management

The Expense Management process includes these tasks: To request reimbursement for work-related expenses such as business trip expenses, relocation expenses, or tuition expenses, employees must enter and submit expense reports. Each expense report consists of a header record and detail records. The header record contains the employee's address

docs.oracle.com/cd/E16582_01/doc.91/e15105/undstndg_expense_mngmnt.htm

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Home: PeopleSoft Financials and Supply Chain Management 9.2

Manage Staffing Office. Media. Online Help Videos. Adding a User-Defined Link to the My Work Pagelet - Step 1: Creating a New Filter Definition. Adding a User-Defined Link to the My Work Pagelet - Step 2: Creating a New Application Class for the Criteria. Adding a User-Defined Link to the My Work Pagelet - Step 3: Adding the Link to the My Work

docs.oracle.com/cd/E39583_01/fscm92pbr0/eng/fscm/fexp/task_EnteringTravelAuthorizationInformationandDetailExpenseLines-9f5909.html

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Oracle Internet Expenses Implementation and Administration

A per diem rate schedule can take into account travel locations, rates per unit of time, and free meals and accommodations. Per diem rate schedules also use the currency and employee role business rules. You can define two types of per diem schedules based on schedule type.

docs.oracle.com/cd/E18727_01/doc.121/e13454/T214904T214909.htm

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REST API for Oracle Financials Cloud

Connection indicator for non-direct travel segments such as O for outbound, I for inbound, IO for inbound and outbound connecting stops. CreatedBy(optional): string Maximum Length: 64

docs.oracle.com/en/cloud/saas/financials/21b/farfa/op-expensetravelitineraries-expensetravelitinerariesuniqid-child-itineraryreservations-itineraryreservationsuniqid-child-reservationitems-post.html

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Using the SAP Concur Adapter with Oracle Integration

extract of available data objects, such as approved expense reports, travel requests, and payment requests. SAP Concur’s Payment Batch API enables you to manage payment batches and collect their batch files. Note: You must know your edition of the SAP Concur application to correctly configure the SAP Concur Adapter on the Connections page.

docs.oracle.com/en/cloud/paas/integration-cloud/concur-adapter/using-concur-adapter-oracle-integration.pdf

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Travel Agent/Source Search

Travel Agent/Source Search. To access the Agent Search screen, select Commissions>Payment Processing>By Agent.. Should a property not have a default bank account assigned, a prompt is displayed when Commissions>Payment Processing>By Agent selected notifying the user that there is not one assigned. This message prompt is displayed to help in preventing orphan commissions when the …

docs.oracle.com/cd/E53533_01/opera_5_5_1_0_core_help/travel_agent_search_tasearch.htm

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REST API for Oracle Financials Cloud

Identifier to Expense Travel Itinerary Reservations. reservationItemsUniqID: string Identifier to Expense Travel Itinerary Reservation Items. Body The following table describes the body parameters in the request for this task. Root Schema : expenseTravelItineraries-itineraryReservations-reservationItems …

docs.oracle.com/en/cloud/saas/financials/20b/farfa/op-expensetravelitinerariesuniqid-child-itineraryreservations-itineraryreservationsuniqid-child-reservationitems-reservationitemsuniqid-patch.html

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PeopleSoft Enterprise Expenses 9.1 PeopleBook

PeopleSoft Enterprise Expenses 9.1 PeopleBook SKU fscm91pbr0 Copyright © 1992, 2009, Oracle and/or its affiliates. All rights reserved. Trademark Notice

docs.oracle.com/cd/E16303_01/psft/acrobat/fscm91fexp-b1109.pdf

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Personalize and Promote QuickStart Apps to the Gallery

For example, an activity in which the approver rejects the travel request might be to send an email to the employee stating the reason why the travel request is rejected. You may want to let users modify parts of the email, such as the To, CC, and Subject fields. Description …

docs.oracle.com/en/cloud/paas/integration-cloud/user-processes/personalize-and-promote-quickstart-apps-gallery.html

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OPERA Production Report: Report Type (rep_reptype with REP

Reservations can be based on either the arrival date of the stay or the date the information was entered into the system. Report options include company name, travel agent, source, group, profile, or rate code, and the report can only be generated for a single option at a time. For example, the report can be generated for travel agents only.

docs.oracle.com/cd/E98457_01/opera_5_6_core_help/21360.htm

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Travel Agent Profiles Configuration Codes

The only time a Travel Agent profile supersedes the default TAP values is when the Travel Agent profile has a specific Bank Account and Commission set up in the Stats. & Info tab on the Profile screen (Profiles>Profiles>New or Edit>Stats & Info). The system checks for TAP values for Property and Country, and no duplicates are allowed.

docs.oracle.com/cd/E53533_01/opera_5_5_1_0_core_help/travel_agent_profiles_default_values.htm

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