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Siebel Employee Relationship Management Administration Guide > Setting Up Expenses and Timesheets >

Creating Expense Types and Establishments

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Your Siebel application comes with default expense types and associated establishments. These types and establishments appear in picklists in the expense report views.

For instance, you will see an expense type called Airfare and associated establishments such as Air Canada and British Airways. You can add new expense types and new establishments to suit your company's expense report needs.

In the List of Values Explorer, EXP_ITEM_ESTAB is a child of EXP_ITEM_TYPE.

To create a new expense type

From the application-level menu, choose View > Site Map > Application Administration > List of Values.
In the List of Values list, click the menu button and choose New Query.
In the Type field, select EXP_ITEM_TYPE from the drop-down list. Click the menu button, and then click Run Query.

All existing expense types appear.

In the List of Values list, add a record.
In the List of Values form, select EXP_ITEM_TYPE in the Type field.
In the Display Value and Language Independent Code field, enter the name of the new expense type.
In the Translate field, click the check box.
In the Language Name field, select the appropriate language from the Language Name dialog box, and then click OK.
Verify that the Active field is checked.

NOTE:  For more information on using the list of values for a global deployment, see Global Deployment Guide.

To create a new establishment

From the application-level menu, choose View > Site Map > Application Administration > List of Values.
In the List of Values list, click the menu button, and then choose New Query.
In the Type field, select EXP_ITEM_ESTAB from the drop-down list, and then run the query.

Existing expense types appear.

In the List of Values list, add a record.
In the List of Values form, choose EXP_ITEM_ESTAB in the Type field.
In the Display Value and Language Independent Code field, enter the name of the new expense type.
In the Translate field, select the check box.
In the Language Name field, click the select button, choose the language from the Language Name dialog box, and then click OK.

NOTE:  Establishments must have an parent of the type EXP_ITEM_TYPE.

Choose the appropriate Parent Language Independent Code.

NOTE:  For more information on using the list of values for a global deployment, see Global Deployment Guide.

To add establishments to the List of Values Explorer view

From the application-level menu, choose View > Site Map > Application Administration > LOV Explorer.
In the List of Values-Type list, click Query.
In the List of Values-Type form, enter EXP_ITEM_TYPE in the Type field and click Go.

Existing expense types appear, both in the list and the explorer.

In the Explorer view, click the plus sign (+) to expand the expense type you want.
Drill down on the Expense Item Type.
Click the plus sign (+) next to the Child List of Values folder.

All establishments for that expense type are listed.

In the Child List of Values list, add a new record.
In the Child List of Values form, select EXP_ITEM_ESTAB in the Type field.
In the Name field, click the select button, and choose the establishment to add.

For more information on configuring the list of values, see Siebel Tools Reference.

NOTE:  To use the new expense type created on the list of values, you must map it to a report. For more information about mapping expense types to reports, please see Mapping Expense Types for Reports.

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