When does the Expense Post Status (Expense_Post_Status_vod_c) get updated on a Call?
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.
CRM Help Documentation: Configuring Call Report Expense