Corporate Cards Need to be Reassigned To a Permanent Employee Account from Contract Employee Account

Oracle Fusion Expenses Cloud Service – Version 11.13.20.01.0 and later

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Issue :

The issue happened in Oracle Fusion Expenses, where business user could not be able to see his corporate card / Credit Card Transactions in his current Oracle Account through which he is login

This figure shows an overview of the corporate card transaction files processing.

CAUSES OF THE ISSUE :

After our analysis we realized that there are two accounts for the user & Two employee records for this employee/ User  xxxx xxxxxx –

(1. Contract, 2. Permanent) in Oracle application.

Credit card/ Corporate card was associated with contract employee and not with permanent employee records.

However, his permanent employee / user account only active and contract user was end dated/inactive.

HOW DO WE SOLVE :

We tried to unassigned the credit card / Corporate card from Contract employee and tried to re-assign it to a permanent employee, but it was unsuccessful

Since once a card is assigned to one employee and used or having pending transactions, it cannot be reassigned to another employee (if any of the transactions were already submitted in expense reports for process).

Approach:

To Resolve this issue, we have followed the below action plan..

Resolution Action Plan:

  1. a) Inactivate the Permanent Employee Account
    b) Activate the Contract Employee Account
    c) Employee Need to login as Contract employee using SSO
    d) User need to submit pending/outstanding Expenses
    e) It should be approved by Manager
    f) It should be audited and imported as an invoice in AP
    g) Once it is imported as an Invoice, we have reverted the changes making contract user as Inactive and Permanent user as ACTIVE
    f) We Ensured that user able to login to the Permanent user account.

CONCLUSION:

We have unassigned corporate card from contract employee account and assigned to permanent the Employee account

Then once the statement generates from Bank XXXX, it will be assigned in cloud automatically to the Permanent employee account.

 

 

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