Siebel Professional Services Automation Guide > Expense Reporting > Administrator Procedures for Expense Reporting >

Associating an Establishment with an Expense Type

The following procedure explains how to associate a newly created establishment value and its parent expense type value.

To associate an establishment with an expense type

1. Navigate to the Administration - Data screen > List of Values Explorer view.
2. In the right pane, in the List of Value - Type list, click Query.
3. Enter EXP_ITEM_TYPE in the Type field, and then click Go.

   Other types disappear from the left pane.

4. In the left pane, click the plus (+) symbol to the left of EXP_ITEM_TYPE to display the Values folder.
5. In the left pane, click the plus (+) symbol to the left of the Values folder to display available expense type values.
6. In the left pane, click the plus (+) symbol to the left of the expense type with which you want to associate the establishment.
7. In the left pane, click the plus (+) symbol to the left of the Child List of Values folder to display the establishments already associated with the selected expense type.
8. In the right pane, in the Child List of Values list, create a new record.
9. In the Child List of Values form, complete the following substeps:
   1. In the Type field, enter EXP_ITEM_ESTAB.
   2. In the Name field, click the select button to display the Pick Child List of Values dialog box.
   3. Select the establishment you want to associate with the selected expense type, and then click OK.

      The selected establishment appears in the left pane as a child value of the selected expense value.