Add Expenses to Employee Travel Plan

Explanation

This activity is used to create travel plans for the employee using the expenses registered in the Travel Request/Expenses tab.

Prerequisites

In order to perform this activity, expense details should already be registered for a travel request in the Travel Request/Expenses tab.

System Effects

There are no system effects.

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 for your employee.
3. Go to the Travel Request/Expenses tab.
4. Select an expense which you want to register as a travel plan.
5. Right-click and click Add To Travel Plan.
6. Go to the Travel Request/Summary tab. Note that the travel plan is entered in the table with Registered status.