Editing the reimbursement item

Select “Edit Reimbursement Item” link from the Select Reimbursement Item page.
The “Edit Reimbursement Item " page appears.
The system displays the following fields.

Date Format

The date format applicable to the login user.

More details

Reimbursement Setup Unit

The name of the organization unit in which the reimbursement component is deployed.

Item Code

The code that uniquely identifies the reimbursement item

Edit the following fields

Language

The language you selected in the previous page is displayed.

From the “Language” drop-down list box, you can select any other language, to retrieve the record in the selected language.

Save in Language

To edit the details of an item

Edit the following

Reimbursement Item Short Description

The short description of the item.

Reimbursement Item Long Description

The long description of the item.

Select the “Enable Self Service” checkbox to allow the employee to record the reimbursement item details.
Select the “Prorate” checkbox to allow the prorating of the selected reimbursement item. If this checkbox is checked, the system will compute the reimbursement item amount on a prorata basis.

To edit details of eligibility

Edit the following

Eligibility Nature	From this drop-down list box, choose the mode of eligibility that is applicable for the specific Eligibility Type you had selected.
	The choices available to you in the drop-down list box will depend on the eligibility type you selected. Given below is a description of each option.
	§ "Separate for Employee & Separate for Dependents": The eligibility limit you define will be separately applicable for each of the dependants and for the employee..
	§ “Common for Dependents”: The eligibility limit you define will be applicable for all the dependents put together.
	§ “Separate for Dependents”: The eligibility limit you define will be applicable for each of the dependents separately.
	§ “Common for All“: The eligibility limit you define will be applicable for all the dependants and the employee put together.
	§ "Separate for employee and Common for dependent”: The eligibility limit you define will be separately applicable for the employee. Also the limit defined will be applicable for the dependents put together.
	§ “Self”: The eligibility limit you define will be applicable for the employee only.
Maximum Dependents Allowed		The maximum number of dependents allowed for a reimbursement item
Quantity/Amount		Indicate whether the reimbursement is to be paid as
		§ “Quantity“; this refers to the consumable item that will be given to the employee, to compensate that which the employee had spent
		§ Amount”: this refers to the money that will be paid to the employee to refund the money that he spent.
Unit of Measurement		Specify the unit of measurement, if reimbursement is in “Quantity“. Examples are kilometers, liters and gallons.
Currency		Specify the currency by which the reimbursement will be paid, if the reimbursement is in amount. Multiple currencies are supported, but a specific currency is maintained for each reimbursement item

To edit bill and payment mode details

Edit the following

Bill Mandatory	Indicate whether the bill is essential for claiming reimbursement, by choosing “Yes” or “No”.
Payment Mode	Indicate the method by which reimbursement payment is made, by selecting one of the following:
	§ Payroll
	§ Check
	§ Cash

To specify the applicable organization units

Applicable To	Choose the organizational units to which the edited reimbursement item details will be made available. The options in the drop-down list box are described below
	§ “All Org. Units” refers to all the applicable organization units for the Reimbursement Setup Unit. .
	§ “Login Org. Unit” refers to the organization unit you selected in the “Reimbursement Setup Unit, if applicable.
	§ Selective Org. Units” refers to a distinct set of applicable organization units to be specified in the “Employee Unit Mapping” page.
	§ “Existing Mapped Org. Units” refers to maintaining the most recent mapping of the applicable organization units
Save in Language	The language you selected in the previous page is displayed. From the “Language” drop-down list box, you can select any other language, to translate the record to this language.

To edit comments

Enter any remark pertain to the reimbursement item, in the “Comments” field.
To edit comments in detail, select the zoom icon beside the “Comments” field. A pop-up dialog box appears
Enter your remarks in this drop-up dialog box.
Select the “OK” pushbutton. The “Edit Reimbursement Item” page appears.
Select the “Edit“ pushbutton, to save the reimbursement item details

To deactivate the reimbursement item

Select the “Inactive” check box
The reimbursement item can no longer be accessed for any transaction. The reimbursement item will remain unavailable until it is activated again.

To delete the reimbursement item record

Selecting the “Delete“ pushbutton. The system deletes the selected record.

6 Hyperlinked topics below

Page objective

Use this page to select the reimbursement item that is to be edited.

What you can do in this page