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Siebel Professional Services Automation Guide > Expense Reporting >
Associating an Establishment with an Expense Type (Administrator)
The following procedure explains how to associate a newly created establishment value and its parent expense type value.
To associate an establishment with an expense type
- From the application-level menu, choose View > Site Map > Application Administration > LOV Explorer.
- In right pane, in the List of Value - Type list, use standard query procedures to locate and select a record with the value EXP_ITEM_TYPE in the Type field.
Other types disappear from the left pane.
- In the left pane, click the plus (+) symbol to the left of EXP_ITEM_TYPE to display the Values folder.
- In the left pane, click the plus (+) symbol to the left of the Values folder to display available expense type values.
- In the left pane, click the plus (+) symbol to the left of the expense type with which you want to associate the establishment.
- In the left pane, click the plus (+) symbol to the left of the Child List of Values folder to display the establishments already associated with the selected expense type.
- In the right pane, in the Child List of Values list, add a new record.
- In the Child List of Values form, complete the following substeps:
- In the Type field, enter EXP_ITEM_ESTAB.
- In the Name field, click the select button to display the Pick Child List of Values dialog box.
- Select the establishment you want to associate with the selected expense type, and then click OK.
- Click Save.
The selected establishment appears in the left pane as a child value of the selected expense value.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |