Schedule the Receipt Processing Job

Before testing email receipt forwarding, you must schedule the Create Expenses from Email Receipts process.

This process retrieves forwarded email receipts, processes the attachments, and creates expense items.

1. Sign in using a user account that has the Travel Manager role.
   Note: Individual users without this role can’t create expenses from forwarded email receipts.
2. In the Scheduled Processes work area, schedule the Create Expenses from Email Receipts process.
3. Configure a recurrence that meets your organization’s processing requirements.
4. Verify that the process completes successfully before testing receipt forwarding.

Recommended Schedule

• Configure a recurrence based on the frequency of expense receipt submissions in your organization.
• For production environments, Oracle recommends running the process every 10 minutes.
• For testing, choose a schedule that supports your testing activities.

Troubleshooting Tip

If forwarded receipts don’t generate expense items or users don’t receive success or failure notifications:

• Verify that the Create Expenses from Email Receipts process is scheduled by a user with the Travel Manager role.
• Verify that the process has run successfully.

Note:

If the process is scheduled by a user without the required role, the process log includes the following error:

The user does not have the Travel Manager role required to create expenses.

Assign the Travel Manager role to the user who schedules the process, and then schedule the process again.