Travel Request Configuration—Exercises

Required Data

Expense Rule

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Open the Expense Rule window.
  2. Ensure that the following expense rule details are registered.

    Expense Codes
    Other Expenses Mileage Expenses Entertainment
    010 - Hotel M01 - Mileage Own Car MEAL
    030 - Other Expenses M02 - Mileage Company Car TICKETS

General exercise for creating expense rules. 

Main Exercise

Purpose: The purpose of this lesson is to define the approval configuration for employee expense request details.

Windows:
Expense Request Approval Configuration

Define General Approval Setup for Expense Request Option

  1. Open the Expense Request Approval Configuration window and create a new record.
  2. Enter a configuration ID in the relevant field.
  3. Save the information.
     
  4. Go to the Request Option/General Setup tab.
  5. Select one of the options to specify who should be allowed to perform the initial approval of expense request options.
  6. Save the information.

Define Setup for Amount Based Approval

  1. Go to the Travel Request Approval Configuration/Approval/Request Option/Amount Based Setup tab.
  2. Create a new record.
  3. Assign supervisors for an expense amount range as detailed in the table below.
    Amount Greater Than Supervisor
    0 Approval Not Required
    1000 First Supervisor
    5000 Person assigned to ACC position
    10000 MIKA
  4. Save the information.

Define Approval Setup for Expense Details

  1. Go to the Travel Request Approval Configuration/Approval/Request Option/Detail Approval tab.
  2. In the relevant tab assign supervisors for expense details by selecting the required option.
  3. Save the information.

Define Settings for Absence Generation

  1. Go to the Travel Request Approval Configuration/Absence for Travel tab.
  2. Create a new record.
  3. Select Wage Code in the Absence Base field.
  4. In the Wage Class field, enter wage class 10.
  5. In the Wage Code field, enter an absence wage code belonging to wage class 10.
  6. Right-click and click Set Automatic Absence Generation. The Automatically Create Absence Generation check box will be selected. This indicates that absence is created immediately when a particular travel option is selected (changed to Selected status). You can right-click and click Remove Automatic Absence Generation in order to change this setting. If you want to create absence manually for each selected travel option, this check box should not be selected.
  7. Save the information.