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.
Oracle recommends creating custom roles rather than assigning delivered roles directly. Creating custom roles allows organizations to control access and align the configuration with internal security policies.
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Application Implementation Consultant
Enables opt-in, configures BU enablement, lookups, profile options, DFF deployment, search index job, and optional configurations.
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Security Manager
Creates and updates roles, enables permission groups, assigns required duty roles, and provisions users.