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Mapping Expense Types to Actuate Report Categories

When users work with expense information, they use standard Siebel lists and forms. It is also possible to display expense information in a report format that is suitable for printing. These reports use the Actuate report server. Some of these Actuate expense reports show information from a single expense report record. Other Actuate reports summarize information from multiple expense report records.

In order for the Actuate reports to accurately reflect the information from lists and forms, you must map each expense type that you create to the appropriate Actuate category for the individual and summary reports. You perform this mapping in the Application Administration > Expense Types view, in contrast to the definition of expense types, which you perform in the Administration - Data screen > List of Values view.

The Actuate categories that are available are listed in the Administration - Application screen > List of Values view. The categories for individual expense reports have the type EXP_ITEM_CAT. The categories for summary expense reports have the type EXP_ITEM_SUMCAT. You can add additional categories in the Administration - Application screen > List of Values view, but new categories require that you also make modifications using Siebel Tools and Actuate software, because new categories are not included in the predefined Actuate reports. For more information about working with Actuate reports, see Siebel Reports Administration Guide. For more information about using Siebel Tools, see Siebel Tools Online Help.

The following procedure explains how to map an expense type to existing Actuate categories for individual expense reports and summary expense reports. This procedure can be used either to create new mappings for a new expense type, or to modify mappings for an existing expense type.

To map an expense type to Actuate expense report categories

1. Navigate to the Administration - Application screen > Expense Types view.
2. In the Expense Type list, add a new record.
3. In the Expense Type field, select an Expense Type from the Expense Type drop-down list.
4. In the Report Category field, select an Actuate category in which you want to include the selected expense type, for individual expense reports.
5. In the Summary field, select an Actuate category in which you want to include the selected expense type, for summary expense reports.