Travel Expenses in Maintenance—Exercises
Basic Data Setup
IMPORTANT |
It is extremely important that you are logged in as HR Manager SAMI when
entering the basic data in the Human Resources executable.
|
Non-Inventory Sales Part
Purpose: The purpose of this exercise is to create sales
parts.
Note: The sales parts need to be associated with a user-valid
site and company.
Windows:
Non-Inventory Sales Part
- Open the Non-Inventory
Sales Part window.
- Create a sales part for Mileage.
- Create a sales part for Allowance.
- Create a sales part for the other expense codes, e.g., hotel, air ticket.
- Save the record.
General exercise for Non-Inventory
Sales Part
Expense Rule
Purpose: The purpose of this exercise is to specify an expense
rule.
Windows:
Expense Rule
- Log on the Human Resources executable as SAMI.
- Open the
Expense Rule window.
- Enter an expense rule ID and a description.
- Save the record.
Mileage Code
Purpose: The purpose of this exercise is to specify a mileage code.
Windows:
Expense Rule
/Expenses
/Mileage Codes
- Open the
Expense Rule window and click the
Mileage Codes tab.
- Create a new record and
enter an expense code, expense description, and price.
- Enter a user-valid site and a suitable sales part.
- Save the record.
Other Expense Codes
Purpose: The purpose of this exercise is to specify the
other expense codes.
Windows:
Expense Rule
/Expenses
/Other Expense Codes
- Open the
Expense Rule window and click the
Other Expense Codes tab.
- Create a new record and
enter expense
codes for hotel accommodation, taxi, and air ticket.
- Enter a user-valid site and a suitable sales part.
- Save the record.
Allowance Codes
Purpose: The purpose of this exercise is to specify allowance codes.
Windows:
Expense Rule
/Allowance
/Allowance Codes
- Open the
Expense Rule window and click the
Allowance Codes tab.
- Create a new record and
enter an expense
code, description, and price for Day Allowance, Half Day Allowance.
- Enter a user-valid site and a suitable sales part.
- Save the record.
Allowances
Purpose: The purpose of this exercise is to specify allowances.
Windows:
Expense Rule
/Allowance
/Allowances
- Open the
Expense Rule window and click the
Allowances tab.
- Click New (F5) and enter an allowance ID
and allowance name for Whole Day Allowance with Priority 1, Latest Departure
12:00, Earliest Return 19:00, Overnight Required.
- Enter an Allowance ID and Allowance Name for Half Day Allowance with Priority
2, Latest Departure 23:59, Earliest Return 06:00, Overnight Required.
- Save the record.
Compensations
Purpose: The purpose of this exercise is to specify compensations.
Windows:
Expense Rule
/Allowance
/Compensations
- Open the
Expense Rule window and click the
Compensations tab.
- Click New (F5) and Click List of Values (F8).
- Select the allowance ID and compensation code for
Whole Day Allowance.
- Enter the allowance ID and compensation code for Half Day Allowance.
- Save the record.
Connect Employee to HR Position
Purpose: The purpose of this exercise is to show how to
connect an employee to a position.
Windows:
Position Assignments
- Open the Position Assignments window.
- Click New (F5).
- Click List of Values (F8) and in the Employee No field,
select the signature provided by your teacher, from EAM1 through EAM15.
- Tab to the Position ID field and select position SM.
- Tab to the Assignment Type field and select Permanent Assignment.
- In the Valid From field, enter the first date of the current
month.
- In the Valid To field, enter 2009-12-31.
- Save the record. (If you get a warning message, click Yes.)
General exercises for Connect Employee to HR
Position
Required Data
Expense Rule Assignments
Purpose: The purpose of this exercise is to specify an expense rule assignment.
Windows:
Rule Assignments
- Open the Rule Assignments window.
- Click New (F5) and Click List of Values (F8) and select the employee number
you have connect to the Position. (Use the signature provided by your
teacher, from EAM1 through EAM15.)
- Save the record.
- Log off the Human Resources executable, and log on again with the
previously selected employee number.
Create Work Order
Purpose: The purpose of this exercise is to create a work order.
Windows:
Prepare Work Order
- Open the
Prepare Work Order window.
- Click New (F5) and enter your Object ID, and a short description of
the problem in the Directive field
- In the Maint. Org. field, enter 1500 Construction department
(the same maintenance organization as for the employee.
- Save the record.
- Right-click, point to Work Order Status and then click Released.
General exercises for Prepare
and Plan Service Order
Main Exercises
Purpose: The purpose of this exercise is to show how to
create an expense sheet.
Windows:
Expense Sheet
Expense Rule
- Open the
Expense Sheet window and create a new record.
- Enter a purpose as well as the dates on which travel started and ended.
- Enter a valid work order with Released status.
- Save the record.
- Open the
Expense Rule window and click the
Compensations tab.
- Verify that you have allowance lines on the
Compensations
tab.
- Click the
Expenses tab, and enter at least one
expense with a reference as well as the gross and VAT amount.
- Save the record.
- Click the
Mileage
Codes tab and enter mileage information. ;
- Save the record.
- In the header of the
Expense Sheet window, right-click and then click Confirm.
Note: These are the main steps for creating an expense
sheet.
Purpose: The purpose of this exercise is to show how
to transfer an expense sheet to IFS/Work Order.
Windows:
Expense Sheet
Report In Work Order
- Open the
Expense Sheet window, and query for your expense
sheet. You can search for the expense ID.
- Right-click and then click Authorize.
- Open the
Report In Work Order window, query for the work
order you used earlier, and then click the
Postings tab.
- Verify that the
Postings tab contains the expenses lines from
your expense sheet.