Define Travel Request Detail Approval Setup

Explanation

This activity is used to define detailed approval settings for travel request options. Approval settings can be defined separately for the following details in a travel request: expense codes, project activity connected to the travel request, work orders connected to the travel request, travel routes in a travel request for abroad travel and code parts.

Prerequisites

In order to perform this activity:

• Positions should already be defined in the Graphical Position Structure window.
• Person IDs should already be defined in the Person window.
• Expense codes should already be defined in the Expense Rule window.
• Project activities should already be defined for projects in the Project window.
• Work orders should already be defined in the Prepare Work Order window.
• Abroad rule with travel routes should already be defined in the Allowance Compensation Abroad window.

System Effects

There are no system effects.

Window

Travel Request Configuration

Related Window Descriptions

Travel Request Configuration

Procedure

1. Open the Travel Request Configuration window.
   
   To define approval settings for individual expense codes:
    
2. Go to the Approval/Detail Approval/Expense tab.
3. Create a new record.
4. Enter the expense rule and expense code in the relevant fields. Select values using the list.
5. Specify the line supervisor level, the position or a particular person that should be allowed to approve travel request options. Alternatively, you can select the Not Required check box if approval is not required when the expense code is registered in a travel request.
6. Save the information.
   
   To define approval settings for project activities:
    
7. Go to the Approval/Detail Approval/Project tab and create a new record.
8. Specify the project activity for which you want to define approval settings. Select a value using the list.
9. Repeat step 5 to specify the approval settings that apply for the project activity.
10. Save the information.
    
    To define approval settings for work orders:
     
11. Go to the Approval/Detail Approval/Work Order tab and create a new record.
12. Specify the work order for which you want to define approval settings. Select a value using the list.
13. Repeat step 5 to specify the approval settings that apply for the project activity.
14. Save the information.
    
    To define approval settings for travel routes:
     
15. Go to the Approval/Detail Approval/Route tab and create a new record. Note that this step only applied for abroad travel.
16. Specify the travel area (route) for which you want to defined approval settings. Select a value using the list.
17. Repeat step 5 to specify the approval settings that apply for the travel route.
18. Save the information.
    
    To define approval settings for code parts:
     
19. Go to the Approval/Detail Approval/Code Part tab and create a new record.
20. Specify the code parts for which you want to define approval settings. Select a value using the list.
21. Repeat step 5 to specify the approval settings that apply for the code parts.
22. Save the information.