Connect Payment to Travel Request

Explanation

This activity is used to connect payments to a travel request.

Prerequisites

In order to perform this activity:

• A travel request should already be registered for the employee in the Travel Request window.
• Payment requests should already be registered for the employee in the Employee Payments window.

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 which is already registered.
3. In the Option ID field, select the expense request option for which you want to connect payments.
4. Go to the Travel Request/Payments tab. In the lower table, payments which are already requested for employee are listed.
5. Select the required payment request, right-click and click Connect to Expense Request. The Connect To Expense Request dialog box will open.
6. In the Connect Amount field, enter the actual amount (from the payment request) which should be connected to the travel request.
7. Click OK. In the upper table, a record will be created for the connected payment.