Siebel Professional Services Automation Guide > Expense Reporting >

Activating Automatic Generation for Expense Reports (Administrator)

The Auto Gen feature lets each user transfer multiple line items of expense information from the My Expense Diary view to a current expense report, by means of a single command. The following procedure explains how to make Auto Gen available to end users.

To activate Auto Gen for expense reports

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  2. In the Workflow Processes list, click Query.
  3. In the Name field, enter *AutoGen*, and then click Go.
  4. In the Workflow Processes list, select the Expense Report AutoGen record with the highest value in the Version field, and then click Revise.

    5. A new record is created with a status of In Progress and a higher version number.

  5. In the Activation Date/Time field, enter a date and time after which you want Auto Gen to be available.

    6. If no value is specified in this field, this functionality becomes available when you select the workflow and click Activate, as described later in this procedure.

  6. In the Expiration Date/Time field, enter a date and time after which you want Auto Gen to be unavailable.

    7. If no value is specified in this field, the Auto Gen capability remains available until manually deactivated.

  7. In the Workflow Processes list, click Activate.

    8. If the process is successful, the Status field changes from In Progress to Active.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003