Update 23C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Module	Feature	Notes
29 SEP 2023	Common Financials		Updated document. Revised Key Resources section.
07 SEP 2023	Common Financials		Updated document. Revised Key Resources section.
02 JUN 2023			Created initial document.

Overview

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Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Configure Offerings.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations in this update, you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with current Opt In Expirations across all Oracle Cloud Applications. Beyond the current update, the Financials forums on Cloud Customer Connect have details of Opt In Expirations upcoming in future updates.

Feature Summary

Financials Common

Common Financials

Simplified Workflow Rules Configuration

Use the Simplified Workflow Rules Configuration feature to create workflow rules using spreadsheets for Payables Invoice Approval and General Ledger Journal Approval workflows. Download the templates using the Manage Workflow Rules in Spreadsheet task to create and manage workflow rules according to your approval policies.

This feature was introduced in update 18C. In addition to the existing features, the 23C update also lets you do the following:

• Lists feature, to define customized approval rules with more flexibility.
• Advanced configuration, with an expanded range of functions and more information about each function.
• Optional enablement and disablement of rules and rule blocks.
• Add multiple approval actions on the same rule conditions.

Use Lists to create customized approval rules based on specific business needs, such as associating a department or project with an invoice or setting threshold limits. This provides greater flexibility and control over the approval process, reduces the need for creating and maintaining a large number of rules, and helps improve both efficiency and compliance.

Enable or disable rules and rule blocks as needed to improve efficiency by eliminating the unnecessary steps of copying rules. Disabled rules do not affect approval processing.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• For an overview of the Simplified Workflow Rules Configuration feature, refer to the Manage Workflow Rules Using a Spreadsheet topic on the Oracle Help Center.

Access Requirements

To use simplified workflow rules configuration, you need this role:

• Financial Application Administrator

Workflow Transaction Console for Account Coding Workflow

Use the Workflow Transaction Console to monitor workflow tasks and resolve exceptions for the Account Coding workflow.

Use the Workflow Transaction Console to:

• View the latest status of all the Account Coding workflow tasks in the system.

• Search based on the task name and user-defined criteria.

• Review the issue description and resolution for failed Account Coding workflow tasks.

• Take appropriate actions based on the issue description and resolution. For example, you can recover a failed Account Coding workflow task after correcting the rule.

• Download the search results to a spreadsheet in the CSV format.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

Tips And Considerations

To display only financial-related tasks in the Workflow Transaction Console, enable the transaction security feature by performing the following steps:

1. Go to Navigator > Setup and Maintenance > Manage Enterprise HCM Information.
2. Click Edit > Correct.
3.  In the Transaction Console Information section, select Enable Transaction Security.

Key Resources

• For an overview of the Workflow Transaction Console feature, refer to the Manage Workflow Transactions topic on the Oracle Help Center.

Access Requirements

To use simplified workflow rules configuration, you need this role:

• Financial Application Administrator

Self Service Financials

Expenses

Enforcement of Limits for Entertainment Policies Based on Employee Grade

Enforce single, daily and yearly limits for entertainment expenses based on employee grades. If multiple employee attendees are present at an entertainment, enforce limits based on each attendee's grade.

Administrators can enable this option using the Manage Policies by Expense Categories task.

Create Entertainment Policy page in the Manage Policies by Expense Category task

To enable this, the administrator needs to select 'Employee' and 'Role' as Rate Determinants. Once enabled, the administrators can then define the rates for each employee grade in the Create Rates page.

Create Rates Page

The administrator must provide a value for the rates for a role type of ‘All Other’s apart from the rates that they define for individual grades.

This feature allows different rates based on the employee grade, thus allowing granular and flexible control on the business expenses incurred by employees.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• Entertainment policies only support the creation of employee role-based rates for the role type Grade. The role types Job and Position are not supported.
• You cannot reconfigure or update an existing policy to use the role type Grade as a rate determinant.

Key Resources

• This feature originated from the Idea Labs on Oracle Customer Connect : Idea 626053 (https://community.oracle.com/customerconnect/discussion/626053)

Access Requirements

To define entertainment policies, you need one of these roles:

1. Expense Manager
2. Application Implementation Consultant

Expense Template and Payment Method Selection in Expenses Mobile Application

Select an expense template during expense entry and select a payment method during expense report creation using the Expenses Mobile Application.

For Expenses Mobile Application

1. Users can now select the Expense Template from a drop-down in the 'Add Expense' screen.

Template Selection Drop-down in Add-Expense Screen

2. Users can now select the payment method from a drop-down in the 'View Report' screen and they can see the payment method selected in the 'Submit Report' screen.

Payment Method Selection Drop-down in View Report Screen

Payment Method Selection Drop-down in Submit Report Screen

Business benefits include:

1. Expense Template Selection: It allows users a choice of expense templates that they can use to create their expense. Prior to this, the template selection was in 'Settings' screen. Having the template in 'Add expense' screen improves discoverability and improves consistency with the web application.

2. Payment Method Selection: Employees can now choose the payment method by which they wish to be reimbursed. This brings parity with the web application.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Expense Template Selection:

1. Expense template selection was removed from the Settings screen.
2. The default expense template is the last template selected.

Payment Method Selection:

1. To make payment method selection available in the View report screen, a Financial Application Administrator must enable the Enable Payment Method option in the Manage Expense System Options task in "Functional Setup manager."