Create Expense Sheet/Absence for Travel—Exercises
Required Data
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Travel
Request window.
- Travel requests should be created with at least two expense options.
- Ensure that the travel start date as well as the travel end date is
given for the travel options. This is required for absence generation.
- The travel options should have status Approved or Approval Not
Required.
General exercises for registering travel
request and approving travel requests.
Main Exercise
Purpose: The purpose of this lesson is to show how an
expense sheet can be created using a travel request.
Windows:
Expense
Request
Expense Sheet
- Log on to the system as EDDIE.
- Ensure that EDDIE is an employee in the company who is assigned to wage
class 10 in the Employee
Schedules and Rules window.
- Go to the Travel
Request window.
- Search or populate to find the relevant travel request.
- Ensure that the travel request configuration connected to the travel
options have the following absence settings defined: Absence should be
automatically created using a specific wage code when a travel option is
changed to Selected status. This should only apply to employees
belonging to wage class 10.
- Note that the approval process for your travel request has been completed.
That is, all the request options are in states Approved or Approval Not Required.
- Select the request option which you want to register as an expense,
right-click and click Select. The status of the request option will
change to Selected.
Check automatically generated absence for travel period;
- The Absence Created check box will be selected for the travel
option as a result of the previous step.
- Now, go to the Time
Card Day window and see that an absence interval corresponding to the
travel period given in this travel option is registered for the employee.
This is because according to the travel request configuration, absence
should be automatically created when a travel option is selected for
employees belonging to wage class 10.
- All the other expense options will be
changed to Not Selected state.
- To see how absence can be manually created for travel options, select a
travel request option as explained in the previous procedure after
changing the absence settings in the configuration. That is the
Automatically Create Absence Period check box should not be selected in
the Absence Configuration/Absence
for Travel tab.
- After a travel option is selected (step 7), right-click and click
Create Absence.
- Now, go to the Time
Card Day window and see that an absence interval corresponding to the
travel period given in this travel option is registered for the employee.
- Go to the Travel Request window.
- Search or populate to find the relevant travel request.
- Now, select the expense option which is in Selected state.
- Right-click and click Create Expense Sheet. A message will be
prompted to inform you the expense ID created in the
Expense Sheet
window.
- Go to the Expense
Sheet window and see that the expense is created in Preliminary
state.