Siebel Professional Services Automation Guide > Expense Reporting >

Activating Status Updating for Expense Reports (Administrator)

The following procedure explains how to activate the workflow that updates an expense report status of Approved to a status of Acceptable or Pending Next Approver, depending on whether or not the most recent approver is authorized to approve the amount of the expense report.

To activate status updating 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 Update Expense Status, and then click Go.
  4. In the Workflow Processes list, select the Update Expense Status 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 status updating to be available.

    6. If no value is specified, 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 status updating to be unavailable.

    7. If no value is specified, status updating remains available until manually deactivated.

  7. In the Workflow Processes list, click Activate.

    8. The Status field changes from In Progress to Active.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003