A Use Case for the Expense Report Portlet

The Expense Report widget models the Expenses Reports Reclaim process that is typical in any large organization. An Expense Report is a report comprising details of the expenses (like Business Travel, Relocation, Broadband Bills Claim) incurred by an employee that can be reclaimed from the organization.

An Expense Report created by an employee can be approved by his or her superior. Users available to the system created using the Enterprise Admin Portlet are mapped to either the Employee role or the Manager role. Let us consider the following Use Case:

Paul Tester (Employee) submits an Expense Report for a business trip. Mary Manager (Manager) verifies and approves the Expense Report. The following is the process involved:

1. Paul Tester submits an Expense Report. Paul performs the following steps to submit his report:

   1. Paul selects the expense category, and enters an expense amount and description and saves the report. The system assigns a unique expense ID to the report.

   2. Paul reviews the report summary.

   3. Paul submits the saved report for approval by his manager.

2. Mary Manager verifies the details of the Expense Report. She can either approve or reject the report.

• To Submit an Expense Report

• To Approve an Expense Report

To Submit an Expense Report

1. Login to WebSynergy as Paul Tester.

2. Add the Expense Report Portlet to your page.

   Figure 1–14 To Submit an Expense Report

   
   

3. Click on the Add a New Expense Report link.

4. Enter a description for the Expense Report.

   Enter values for Item Description, Amount, and Date fields. Click on Add Item to add a new row.

   Figure 1–15 To Submit an Expense Report

   
   

5. Click on Save Report.

6. Click on the Go back to Report Summary link to view the report summary.

   The summary page displays the Report No., Description, Submission Date, Amount, and the Status.

   Figure 1–16 To Submit an Expense Report

   
   

   Click on the report ID. The report is enabled for submit.

   Figure 1–17 To Submit an Expense Report

   
   

7. Click Submit Report.

   The report is submitted for approval. Status of the report changes to Pending.

   Figure 1–18 To Submit an Expense Report

   
   

To Approve an Expense Report

1. Login to WebSynergy as Mary Manager.

2. Add the Expense Report Portlet to your page.

   The report submitted by Paul is displayed under the List/History of Expense Reports Raised by Reportees.

   Figure 1–19 To Approve an Expense Report

   
   

3. Click on the report ID.

   Details of the Submitter are displayed. Also, the Approve Report and Reject Report buttons appear.

   Figure 1–20 To Approve an Expense Report

   
   

4. Click on the Approve Report button to approve the report.