You can review and modify expense reports in the Expense Reports window. If you have successfully imported an expense report using Expense Report Export but have not yet purged it, then you can view it but you cannot modify it.
You can quickly open an expense report you have saved as an icon on your Navigator. When you have the expense report open, select Place on Navigator from the Actions menu. Later, if you choose the icon in the Documents region of your Navigator, then Payables will automatically open the Expense Reports window and query the expense report.
This section includes the following topics:
If you want to modify the expense report, then you have not submitted Expense Report Export for the expense report.
If you want to view the expense report, you have not purged the expense report.
To review or modify a Payables expense report:
In the Expense Reports window, query the expense report you want to review or modify.
Make any modifications you want to the expense report, including applying a hold and applying advances.
Save your work.
In the Payables Expense Reports window, you can query and review Projects expense reports you have transferred from Projects to the Expense Report Interface tables. You cannot view an expense report in this window that you have imported into Payables and tied back to the original expense report in Projects.
Attention: You must make all changes to Projects expense reports in the Projects Expense Reports window. If you were to make changes in the Payables Expense Reports window, then Projects would have no record of the modification, and the GL accounts for the invoice distributions would be blank. However, you can apply advances and holds to these expense reports in the Payables Expense Reports window before you submit Expense Report Export.
Enter expense reports in Oracle Projects.
Submit the Oracle Projects Distribute Expense Report Costs Process to calculate the amount and generate accounts.
Submit the Oracle Projects Interface Expense Reports to Payables process to transfer expense reports to the Payables Expense Report Interface tables.
To review or modify an Oracle Projects expense report:
In the Expense Reports window, query the expense report you want to review or modify.
Apply a hold and/or apply advances to the expense report.
Save your work.
Other Sources
Defining Expense Report Templates, Oracle Internet Expenses Implementation and Administration Guide.