CMU implemented OIE because of Pcards. They setup separate templates for PCards and Expense Reports.
There were a 4 profile options that needed to be set. (Download presentation for full list)
Have to be on the page to customize the page by clicking the 'Personalization' link. The presenter did a demonstration of the following:
- Removing a button.
- Changed the button name
- Rename column labels
- Hide columns
- Changed field column names
- You can also hide train links (You can remove steps along the process)
- Had to add plsql to manage the train link when the user navigates backward.
- Reorder the columns
- Add items
- CMU has users upload their receipts to the expense report. They are using the attachment functionality in OIE.
- You can deactivate personalizations to troubleshoot issues.
- There is a report you can use to view Personalizations from the functional administrator responsibility.
Presenters:
Ryan Jackson
Financial Systems Manager
Carnegie Mellon University
ryanj@andrew.cmu.edu
Don Riggs
Consultant, Oracle Financial Applications
Solution Beacon
ddriggs@solutionbeacon.com
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