Register Travel Request for Employee
Explanation
This activity is used to register travel requests for an employee. This
activity can be performed using the Travel Request Assistant
available on the web application. Once you create a request using the assistant,
the details are automatically saved in the
Travel Request window.
You can also register expense requests directly using the
Travel Request window.
Prerequisites
In order to perform this activity, expense rules are required to be defined
in the Expense Rule window.
System Effects
As a result of this activity, the following system effects are possible;
- If the expense request is created using the Travel Request
Assistant, the
Travel Request window will be updated with the details.
- If entertainment expenses are generated, the Travel Request/Generated
Entertainment tab will be updated according to the configuration defined
for entertainment expense codes in the
Expense Rule window.
Window
Travel Request
Related Window Descriptions
Travel Request
Procedure
Perform the following procedure to register expense request directly in the
Travel Request window:
- Open the Travel Request window and create a new record.
- In the Emp ID field, specify the employee for whom you want to register
an expense request. Your employee ID will be entered by default.
- Describe the purpose of the expense in the Purpose field.
- Save the information.
- Go to the Option ID field and create a new record. Enter an identifier
for the expense request option in this field. The default expense rule
assigned to the employee will show in the
Expense Rule field.
- Enter the travel start date and time in the relevant field. You can also
specify an end date and time for the travel.
- Save the information.
- Go to the Travel Request/Expenses tab and create a new record.
- Enter the date of the expense in the Expense Date field. The travel
start date will show in this field by default.
- In the Expense Type field, specify whether the expense you want to
register is a mileage expense, an entertainment expense or a general
expense. You can select the appropriate option from the list.
- In the Expense Code field, enter an expense code. Select an expense code
corresponding to the expense type using the list.
- Enter the price and quantity in the relevant fields. The gross amount
will be calculated based on the quantity and price.
- Save the information.
- Repeat the steps to register more expenses.