Question:

When does the Expense Post Status (Expense_Post_Status_vod_c) get updated on a Call?

Answer:

Expense Post Status is evaluated when the Call is Submitted.  

The Veeva Call Trigger VOD_CALL2_BEFORE_INSUPD_TRIGGER marks calls as Pending if all of the Call requirements are met:

• Expense_Amount_vod__c > 0
• Is_Parent_Call_vod__c == 1.0
• Status_vod__c == 'Submitted_vod'

When the Concur Sync runs, Pending Calls are processed through Concur Web Services. The response is evaluated through Veeva's Apex Class: VEEVA_CONCUR_UTILS. This updates the Expense Post Status to either a Success or Failed value.

Related Documentation:

CRM Help Documentation: Configuring Call Report Expense

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