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Report on missing default expense account

User_D7HMN

Hi,

I'm new to OTBI & FDI and need your help.

Is it possible to do a report to identify missing default expense account in FDI or OTBI?

Thanks for your help.

Find more posts tagged with

Fusion Data Intelligence FDI

OTBI (Oracle Transactional Business Intelligence)

Accepted answers

Bhaskar Konar

Hi @User_D7HMN,

Welcome to the Oracle Analytics & AI Community!

You can get the required info from the Expense SA. Please find below screenshot.

Hope this help.

Thank you.

Bhaskar Konar

Hi @User_D7HMN,

Here's a sample OTBI Analysis using the above mentioned SA.

Expense_Account_Null - Report XML.txt

Hope this help.

Thank you.

All comments

MandeepGupta

Hi,

Welcome to Oracle analytics and AI Community.

Is your request to report to get employee's with missing default expense account?

Thanks.

Bhaskar Konar

Hi @User_D7HMN,

Welcome to the Oracle Analytics & AI Community!

You can get the required info from the Expense SA. Please find below screenshot.

Hope this help.

Thank you.

Bhaskar Konar

Hi @User_D7HMN,

Here's a sample OTBI Analysis using the above mentioned SA.

Expense_Account_Null - Report XML.txt

Hope this help.

Thank you.

Orange

Hi @Bhaskar Konar , I was wondering if your sample analysis would return Employees who do not have a populated default expense account in their worker assignment, or Workers who have never claimed expenses? I suspect it's the latter, but I would love to hear your feedback. Thanks!

Bhaskar Konar

Hi @Orange,

This has been used as a DQ report. The report identifies workers where the expense account has not been configured. Once the worker expense account is configured, the worker’s record is dropped from the report.

Are you experiencing any specific issue or concern with the report?

Thank you.

Orange

Hi. Our ERP project is still in its early stages, but I have now found a pod where I could test this and I'm over the moon with the results of the report. This is exactly what we will need going forward. Thank you so much!

Bhaskar Konar

Hello,

That’s great to hear! 😊

I’m really glad it worked well for you and will be useful going forward. All the best with the ERP Project!

Thank you.

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