1. Implementing Expenses
  2. How You Capture Company-Specific Information

How You Capture Company-Specific Information

You can configure Oracle Fusion Expenses to capture company-specific information about expense reports for each expense by enabling descriptive flexfields provided at the expense type level. A descriptive flexfield is a configurable field that captures additional information.

For each expense type, you can capture up to 15 fields of additional information. This can be context-sensitive information based on the expense type or information that is collected across expense types called global descriptive flexfields.

To enable the capture of additional company-specific information in expense reports:

  1. Set up descriptive flexfields.

  2. Enable descriptive flexfields.

Set Up Descriptive Flexfields

Set up the descriptive flexfield, EXM_EXPENSES, that is provided by the application. You can enter expense types and fields you want to show for each expense type on the Manage Descriptive Flexfields for Expense Reports page.

To implement context-sensitive or global descriptive flexfields in Expenses, you must:

  • Identify expense types on the line level for which you want to capture information and the fields you want to add for each expense type. These fields are context-sensitive descriptive flexfields.

  • Identify the common information that you want to capture across expense types. These fields are global descriptive flexfields.

  • Determine how you want the context-sensitive and global descriptive flexfields to render to the user.

Note: The expense type you enter in the descriptive flexfield definition must exactly match the expense types you defined in the expense templates. Otherwise the descriptive flexfield won't be visible.

Enable Descriptive Flexfields

To capture the additional information defined in the descriptive flexfields, you must enable descriptive flexfields in the expense report. You can set the system option, Enable Descriptive Flexfields, to Yes on the Manage Expenses System Options page. By default, this option is set to No.

You can set this option at the implementation level on the Manage Expenses System Options page, which applies to all business units. Alternatively, you can specify exceptions for specific business units on the Create System Options: Specific Business Unit dialog box.