Create Expense Sheet from Travel Request

Explanation

This activity is used to create an expense sheet for an employee using an expense request registered in the Travel Request window.

Prerequisites

In order to perform this activity, one expense option in a travel request is required to be in Selected state.

System Effects

As a result of this activity, an expense sheet with Preliminary status is created in the Expense Sheet window.

Window

Travel Request

Related Window Descriptions

Travel Request

Procedure

1. Open the Travel Request window.
2. Search or populate to find the required travel request.
3. Enter the selected expense option in the Option ID field.
4. Right-click and click Create Expense Sheet.