Select Request Option for Expense Registration

Explanation

This activity is used to select an expense request option which can be registered as an expense in the Expense Sheet window. According to the approval setup in the Expense Request Approval Configuration window, an expense request may require approval at three stages before it can be transferred to an employee expense in the Expense Sheet window:

1. Expense request option initial approval: The request option general header details approval.
2. Expense request option amount approval: The total amount calculated for the expense request (summary of expense details) approval.
3. Expense request detail approval: The expense details registered for the expense request option, including route information (only for abroad travel) should be approved.

Prerequisites

In order to perform this activity, all request options registered for the expense request is required to have Approved or Approval Not Required status.

System Effects

If the travel request configuration connected to this option specifies that absence should be automatically created for travel requests, as a result of selecting the travel option, absence will be registered for the employee in the Time Card Day/Intervals tab.

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. In the Option ID field, select the required request option from the list of options.
4. Right-click and click Select. The status of the request option will change to Selected.