Power BI Connector for Oracle Fusion Cloud Financials

Build 25.0.9454

Expenses

Acts as the master resource for all incurred expenses by employees, centralizing data for reporting and approvals.

Table-Specific Information

Select

The connector uses the Oracle Fusion Cloud Financials API to process some of the filters having 'queryable'='true' in metadata. The connector processes other filters within the connector.

For example, the following query is processed server-side: 

SELECT * FROM [Cdata].[Financials].[Expenses] WHERE ExpenseId = 10003

Insert

Create an expense record. 

INSERT INTO [Cdata].[Financials].[Expenses] (Location) VALUES ('India')

If you want to add child views/tables along with the parent table, you can add the child in one of the following ways:

  • Using the TEMP table: 

    INSERT INTO ExpensesExpenseAttendee#TEMP (Name,EmployeeFlag,Amount) VALUES ('Ted Brown',true,25)
INSERT INTO Expenses (Location,ExpenseAttendee) VALUES ('India','ExpensesExpenseAttendee#TEMP')

  • Directly providing the aggregate: 

    INSERT INTO Expenses (Location,ExpenseAttendee) VALUES ('India','[
  {
    "Amount": 25,
    "EmployeeFlag": y,
    "Name": "Ted Brown"
  }
]')

Update

The Oracle Fusion Cloud Financials API uses ExpenseUniqId instead of ExpenseId as a path parameter in the URL to update the expenses.

If you want to update a record directly using the Id (without any other filter), you can update the record in the following way: 

UPDATE [Cdata].[Financials].[Expenses] SET NumberPeople=566 WHERE ExpenseUniqId=300000294909513

Note: This does not require an extra GET request to retrieve the UniqId.

Alternatively, if you want to apply any other filter, use ExpenseId instead of ExpenseUniqId. You can update the record in the following way: 

UPDATE [Cdata].[Financials].[Expenses] SET NumberPeople=566 WHERE ExpenseId=300000294909513 AND Location='India'

Note: Update on aggregates are not allowed by the API. Use the child tables to add/update/delete aggregates.

Columns

Name Type ReadOnly Description
AgencyName String False

Name of the service provider for transportation or travel services, such as a car rental company or an airline.

AssignmentId Long False

Unique identifier assigned to an individual who is responsible for the expense, typically the employee or contractor.

AuditAdjustmentReason String False

Explanation provided by an auditor for adjusting the reimbursable amount, offering context for the changes made.

AuditAdjustmentReasonCode String False

Code that identifies the specific reason an auditor made adjustments to the reimbursable amount for an individual.

AwtGroupId Long False

Unique identifier for an alternate tax withholding group, used for tax purposes in the context of payroll or expenses.

BilledAmount Decimal False

Total amount charged to the corporate card account for the expense incurred.

BilledCurrencyCode String False

Currency code associated with the amount billed to the corporate card account.

CardId Long True

Unique identifier for the corporate card associated with a specific transaction.

CheckoutDate Date False

Date when a person checks out from a location, typically for accommodations-related expenses.

CreatedBy String True

Username or identifier of the user who initially created the expense record.

CreationDate Datetime True

Timestamp representing the exact date and time when the expense record was created.

CreditCardTrxnId Long True

Unique transaction identifier for a specific credit card transaction, allowing for easy reference and tracking.

DailyAmount Decimal False

Amount recorded for a daily expense receipt, expressed in the currency of the receipt.

DailyDistance Decimal False

Total business-related distance traveled during the day, typically used for mileage or per diem calculations.

DailyLimit String False

The maximum allowable daily expense for a trip or project, helping to manage travel expenses.

DepartureLocationId Long False

Identifier for the location where a trip or travel begins, typically used in conjunction with other travel data.

Description String False

Detailed description of the specific expense item, providing context and clarification for the expense.

DestinationFrom String False

Starting point or departure location of a trip, used for travel and itinerary management.

DestinationTo String False

Final destination or arrival location of the trip, aiding in expense categorization for travel.

DistanceUnitCode String False

Code identifying the unit of measurement for travel distances, such as KILOMETER or MILE.

EndDate String False

The final date for an expense that spans multiple days, marking the conclusion of the expense period.

EndDateTimestamp Datetime True

Timestamp marking the exact end date and time of an expense that spans several days.

EndOdometer Decimal False

Odometer reading recorded at the end of a business-related trip to track vehicle usage.

ExchangeRate Decimal False

Rate at which one currency is exchanged for another, useful for conversions during international travel or expenses.

ExpenseCategoryCode String False

Code that categorizes the expense item (for example, BUSINESS, PERSONAL) to assist in classification and reporting.

ExpenseCreationMethodCode String False

Code identifying how the expense was created, such as via mobile apps or web portals.

ExpenseId [KEY] Long False

Unique identifier for a specific expense item within the system.

ExpenseUniqId [KEY] String True

Alternate unique identifier for an expense item, used in operations like inserts, updates, or deletes.

ExpenseReference Int False

Reference number used to identify and track specific expenses within reports or systems.

ExpenseReportId Long False

Unique identifier for a complete expense report that includes multiple related expenses.

ExpenseSource String False

Code indicating the source of an expense, such as CASH or CORPORATE_CARD.

ExpenseTemplateId Long False

Identifier for a template used to structure the expense report or for expense creation.

ExpenseTypeCategoryCode String False

Code indicating the category of the expense, such as AIRFARE, CAR_RENTAL, or ACCOMMODATIONS.

ExpenseTypeId Long False

Unique identifier for a specific type of expense, such as lodging, meals, or transportation.

FlightClassLimit String False

Expense limit for a particular flight class, such as ECONOMY or BUSINESS.

FlightDuration Decimal False

Total duration of the flight in hours, used for travel time tracking and reimbursement.

FlightNumber String False

Identifier for the specific airline flight, providing details on the travel itinerary.

FuelType String False

Types of fuel eligible for reimbursement, typically based on the vehicle and type of trip.

ImageReceiptRequiredFlag Bool False

Indicates whether an image of the receipt is required for an expense to be processed.

ItemizationParentExpenseId Long False

Identifier for the parent expense item in a set of itemized expenses, used for hierarchical expense reporting.

ItemizationReceiptBusinessTotalAmount Decimal False

Amount on the receipt to be reimbursed for business-related expenses.

ItemizationReceiptPersonalTotalAmount Decimal False

Amount on the receipt that is for personal use, not eligible for reimbursement.

ItineraryReservationId Long False

Unique identifier for a travel reservation, such as a flight or hotel booking.

Justification String False

Reason or explanation for why an expense was incurred, often required for validation or auditing purposes.

JustificationRequiredFlag Bool False

Indicates whether a justification is required for a specific expense item.

LastUpdateDate Datetime True

Timestamp indicating when the expense record was last updated.

LastUpdateLogin String True

Login session associated with the last update made to the expense record.

LastUpdatedBy String True

User who made the last modification to the expense record.

LicensePlateNumber String False

License plate number of the vehicle used during the expense period.

Location String False

Location where the expense was incurred, such as a city or event venue.

LocationId Long False

Unique identifier for a specific location where the expense was incurred.

LongTermTripFlag Bool False

Indicates whether the trip is considered long-term, typically based on duration or nature of the trip.

LongTermTripStartDate Date False

Date the long-term trip began, used for trip planning and expense allocation.

MerchantDocumentNumber String False

Merchant-assigned receipt or invoice number to track the specific transaction.

MerchantName String False

Name of the merchant or business where the expense was incurred.

MerchantReference String False

Unique reference number assigned by the merchant, used for transaction tracking.

MerchantTaxRegNumber String False

Tax registration number assigned to the merchant by tax authorities, useful for reporting and compliance.

MerchantTaxpayerId String False

Unique identifier assigned to the merchant for tax purposes, used for reporting and compliance.

MileagePolicyId Long False

Unique identifier for a specific mileage reimbursement policy, helping to apply the correct reimbursement rules.

NumberOfAttendees Decimal False

Number of individuals attending an event, such as a business dinner or meeting, for which expenses are claimed.

NumberOfDays Int False

Number of days the expense occurred or was incurred, typically used for per diem calculations.

NumberPeople Int False

Number of people sharing a vehicle or other transport, used for calculating shared mileage or expenses.

OrgId Long False

Unique identifier for the business unit or department associated with the expense.

PassengerAmount Decimal False

Total reimbursement for carrying passengers in a vehicle, used in mileage or transport reimbursements.

PassengerName String False

Name of a passenger traveling with the individual who incurred the expense.

PassengerRateType String False

Type of rate applied for mileage reimbursement based on the number of passengers in the vehicle.

PaymentDueFromCode String False

Code indicating the entity responsible for the payment of the transaction, such as an employee or company.

PersonId Long False

Unique identifier assigned to the person responsible for the expense, typically the employee or contractor.

PersonalReceiptAmount Decimal False

Portion of the receipt marked as personal, not eligible for reimbursement.

PolicyShortpayFlag Bool False

Indicates whether the expense was short-paid due to noncompliance with company policies.

PolicyViolatedFlag Bool False

Indicates whether the expense violates any company policies, typically for auditing purposes.

PolicyWarningFlag Bool False

Indicates whether a policy warning has been applied to the expense, often due to minor issues.

PolicyWarningReasonCode String False

Code that explains the reason for a policy warning applied to an expense item.

PreparerId Long False

Unique identifier for the individual who prepared the expense report.

RatePerPassenger Decimal False

Mileage rate applied per passenger in a vehicle for the purpose of calculating reimbursements.

ReceiptAmount Decimal False

Total amount on the receipt, typically in the receipt's currency, to be reimbursed or tracked.

ReceiptCurrencyCode String False

Currency code for the receipt, indicating the currency in which the expense was incurred.

ReceiptDate Date False

Date the receipt for the expense was generated, typically for verification and record-keeping.

ReceiptMissingDecRequiredFlag Bool False

Indicates whether a declaration is required for missing receipts in order to process the expense.

ReceiptMissingFlag Bool False

Indicates whether receipts are missing for the expense, affecting processing and reimbursement.

ReceiptRequiredFlag Bool False

Indicates whether receipts are required for a specific expense item.

ReceiptVerifiedFlag Bool False

Indicates whether the receipt for an expense has been verified by an auditor.

ReimbursableAmount Decimal False

Amount to be reimbursed to the individual, calculated in the reimbursable currency.

ReimbursementCurrencyCode String False

Currency code for the reimbursement, typically matching the currency used for the expense.

SequenceNumber Decimal False

Number assigned to an expense item, indicating the order in which items are entered into the expense report.

StartDate Date False

Date when the expense was incurred or when the first day of a multi-day expense begins.

StartDateTimestamp Datetime True

Timestamp indicating the date and time when the expense occurred or the trip started.

StartOdometer Decimal False

Odometer reading at the start of a trip, used for mileage calculation.

TaxClassificationCode String False

Code that indicates the tax classification for an expense, used for compliance and reporting.

TicketClassCode String False

Code indicating the class of ticket for travel, such as BUSINESS or ECONOMY.

TicketNumber String False

Unique identifier for a specific airline or travel ticket.

TravelMethodCode String False

Code indicating the travel method used, such as CAR, TRAIN, or FLIGHT.

TravelType String False

Code for the type of travel, such as DOMESTIC or INTERNATIONAL.

TripDistance Decimal False

Total distance traveled during a business trip, used for mileage reimbursement calculations.

UOMDays Decimal False

Unit of measure for the number of days for per diem calculations.

ValidationErrorFlag Bool False

Indicates whether the expense has failed validation checks and requires correction.

ValidationErrorMessages String False

Error messages generated during validation, providing details on issues with the expense.

ValidationWarningMessages String False

Warning messages generated during validation, indicating potential issues with the expense.

VehicleCategoryCode String False

Code for the category of vehicle used, such as COMPANY, PRIVATE, or RENTAL.

VehicleType String False

Type of vehicle used, for which mileage reimbursement may be applicable (for example, CAR, MOTORCYCLE, VAN).

ZoneCode String False

Code that indicates the geographical zone for mileage reimbursement or trip planning.

ZoneTypeCode String False

Code that specifies the lookup type for defining geographical zones used in calculating mileage rates.

BusinessUnit String False

Business unit associated with the expense, used for departmental and financial tracking.

PersonName String False

Name of the individual incurring the expense.

ExpenseTemplate String False

Template associated with the expense item, used to categorize and standardize expenses.

ExpenseType String False

Expense type categorizing the expense, such as travel, lodging, or meals.

ReceiptCurrency String False

Currency of the receipt for the expense, providing clarity on exchange rates or reimbursement needs.

ReimbursementCurrency String False

Currency used for reimbursing an expense, which may differ from the receipt currency.

DistanceUnit String True

Unit of measurement used for travel distances, such as KILOMETER or MILE.

TicketClass String False

Class of ticket for travel (for example, BUSINESS, ECONOMY).

ExpenseSourceName String True

Source of the expense, such as Cash or Corporate Card.

ReferenceNumber String True

Unique reference number for tracking the object version or transaction.

Request Long True

Identifier for the credit card upload process, used for tracking and processing.

AttachmentExists String True

Indicates whether an attachment is associated with the expense.

ExpenseReportStatus String True

Status of the expense report (for example, Approved, Pending, Submitted).

AuthTrxnNumber String False

Code representing the authorization number for a credit card transaction.

TravelTypeName String False

Name of the travel type, either Domestic or International.

VehicleCategory String False

Category of the vehicle used for the expense, such as COMPANY, PRIVATE, or RENTAL.

VehicleTypeName String False

Name of the type of vehicle used for the expense, such as CAR, MOTORCYCLE, or VAN.

FuelTypeName String False

Name of the fuel type used for a vehicle expense.

TaxClassification String False

Meaning of the tax classification code, defining the tax treatment for the expense.

CountryCode String False

Code indicating the country where the expense was incurred, relevant for tax and reporting purposes.

AutoSubmitDate Datetime False

Date when the expense was automatically submitted for processing or approval.

ReceiptTime Datetime False

Exact date and time when the transaction related to the receipt occurred, helping to differentiate transactions on the same day.

TipAmount Decimal False

Amount of tip given as part of the expense transaction.

VisitedFlag Bool False

Indicates whether the user has confirmed or visited the expense entry, ensuring accuracy.

ValidationStatus String False

Status of the validation process for the expense, with values such as errors, warnings, or successful validation.

PrepaidFlag Bool False

Indicates whether the expense is prepaid, such as a booked flight or hotel.

ExpenseAttendee String False

Indicates the attendees for an expense item. Used in insertion processes for events and gatherings.

ExpenseDff String False

Custom field for expense data that can only be used during insert operations.

expenseErrors String False

Contains error messages for the expense item during insertion processes.

matchedExpenses String False

Indicates matched expenses, used for linking related transactions.

ExpenseItemization String False

Indicates itemization of the expense, used in insertion processes for detailed breakdown.

duplicateExpenses String False

Indicates any duplicate expenses detected, requiring action for correction.

ExpenseDistribution String False

Data on how the expense is distributed across accounts or departments.

Finder String True

Finder value used for locating specific expenses.

SysEffectiveDate String True

System effective date used for tracking the validity of data.

EffectiveDate Date True

Date the data became effective, used for filtering records by date.

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Build 25.0.9454