Bookshelf Home | Contents | Index | Search | PDF

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

Mapping Expense Types for Reports

---

As an administrator, you modify expense types using the Application Administration screen, Expense Types view. Expense types show the ways that the expenses are rolled up in the expense report. For example, Airfare rolls up to the Air/Rail column in the Expense Report. It then rolls up to the Travel category in the Expense Summary Report.

You also determine the Expense Report and the Summary category to be associated with the Expense Type. You can modify the way expenses are rolled up and which expenses are rolled up into which categories.

NOTE:  To make further changes or additions to expense reports, including modifying the layout, you must use Actuate and Siebel Tools.

To specify expense type reports and summary categories

From the application-level menu, choose View > Site Map > Application Administration > Expense Types.
In the Expense Type list, click the menu button, and then choose New Record.
In the Expense Types form, select an Expense Type from the Expense Type drop-down list.
In the Report Category field, select a Report Category from the drop-down list.

This determines the Expense Report category this type rolls up to.

NOTE:  The report categories are created in the List of Values, with a type of EXP_ITEM_CAT. You can create more report categories in the List of Values. If you create a new report category, however, you must use Actuate and Siebel Tools to include it in an Expense Report report.

In the Summary field, select a Summary from the drop-down list.

This determines the Expense Summary Report category this type rolls up to.

NOTE:  The summary categories are created in the List of Values, with a type of EXP_ITEM_SUMCAT. You can create more summary categories in the List of Values. If you create a new summary category, however, you must use Actuate and Siebel Tools to include it in an Expense Report report.

You can modify or delete any existing expense type category specifications from this view.

Bookshelf Home | Contents | Index | Search | PDF