Using the Expenses Skill

The Expenses Skill is part of the Employee Digital Assistant. A Skill is a program that simulates interaction with a user. It is used for mundane or repetitive business transactions that follow a predictable conversation path. The Expenses Skill allows employees to quickly search for expense reports, view its status and corresponding details, and create My Wallet transactions.

The Expenses Skill uses Oracle Digital Assistant (ODA) to interact with users to perform certain tasks. For more information about ODA. See Using Oracle Digital Assistant

PeopleSoft Enterprise Components documentation discusses PeopleSoft Intelligent Chat ASsistant from Oracle (PICASO, or PeopleSoft PICASO). See Enterprise Components: Understanding PeopleSoft PICASO.

Note:

The Expenses Skill requires PeopleTools 8.57.

The Expenses Skill uses these services:

• FETCH_LAST_5 - To get the latest expense reports for an user.

• GET_NAME – Get the name of the logged in user.

• GET_TRANS_DETAILS - To get the Expense transaction details.

• FETCHBYCREATIONDATE - To fetch expense reports by Creation Date.

• FETCHBYSHEETNAME – To fetch expense reports by Expense report description.

• VALIDATEDATEFORMAT – Date format validations

• FROMTODATEVALIDATION – From and to date validations.

• DENYDETAILS – To fetch the details of DENIED lines.

• SENDNOTIFICATION – Send reminder email notification to approver.

• EX_FETCH_BY_STATUS_ASF – to fetch expense reports based on status.

• EX_INSERT_MY_WALLET – to create My Wallet entry.

• EX_INSERT_MY_WALLET – to determine if expense types need a location when creating a wallet entry.

• EX_INSERT_MY_WALLET – to verify that a location entered in the bot exists in expense location setup.