Before You Start

Before configuring Expenses Agent, ensure that the following prerequisites are completed.

Complete the Expenses Configuration

If your organization is setting up Oracle Expenses for the first time, complete the foundational Expenses configuration before enabling Expenses Agent.

Expenses Agent relies on existing setup components such as:

• Expense business units
• Expense types
• Expense policies
• Expense report templates

Confirm Environment Readiness

Ensure your test or pilot environment is on the expected release and you can access Setup and Maintenance, Security Console, and Scheduled Processes.

Decide Your Rollout Approach

• Phased rollout by Business Unit (BU) is supported. Expenses Agent enablement is performed at the BU level.
• If you want a limited-user pilot, plan to use the pilot controls (profile option and menu render conditions) described in Validation and Testing.

Prepare Required Information

• Expense business units that will use Expenses Agent
• Corporate card usage details
• E-receipts configuration (required)
• Users who will participate in pilot testing
• Email addresses for testing notifications

Create Required Roles

Security administrators must configure the roles required to set up and use Expenses Agent.

Create custom roles based on the following roles for the configuration:

• Application Implementation Consultant

  Enables opt-in, configures BU enablement, lookups, profile options, DFF deployment, search index job, and optional configurations.

• Security Manager

  Creates and updates roles, enables permission groups, assigns required duty roles, and provisions users.

For provisioning end users with access to Expenses Agent, two approaches are supported: using a dedicated custom role or assigning the ERP Self Service User abstract role. Review both options and choose the approach that aligns with your organization’s security model. See Provision Users for details.