Apply for Private Transport Claim – A summary of the activity

This activity is used to apply for private transport claim for an employee.  If the mode of transport is private, such as a private car, bus, or motorcycle, then an employee must give the travel particulars while making the claim.  To apply for a private transport claim, you must first select an employee for whom the claim is being applied in the “Select Employee to Apply for Private Transport Claim” page. Select an employee either by entering the employee code directly or using the search criteria, if you do not know the employee code.  You must then enter the travel details of the employee, such as the travel date, project, transport type, time of travel, total distance travelled, reason for travel, parking fee, ERP charges, location of ERP Gantry, and claim amount, in the “Apply for Private Transport Claim” page.

Generating a Claim ID:  You can generate a claim ID for a private transport claim when you save the details of the claim.  For every claim entry made in the “Apply for Private Transport Claim” page, the system generates a unique ID for a project, travel type, and travel date combination.   This claim ID is used to identify a particular claim of an employee at any point of time.  The employee can also view the status of his/her claim using the claim ID.

Role of a Claim Status:  The claim status helps you to know the status of authorization of a particular claim.  When you enter a claim for the first time and submit it for authorization, the claim status will be “Pending for Authorization”.  The claim status will be “Authorized”, if the claim has been approved, and will be “Rejected”, if not approved.  If the details of the claim has been saved and not submitted for authorization, then the claim status will be “Drafted”.

Getting familiar with the pages inside

6               Hyperlinked topics below

Prerequisites 

Quick codes for transport types must be defined in quick code master

Employees must be mapped to projects through Project Resource Allocation activity

Rates must be defined in the Rate Master table through the Transport Claims – Setup component.

What you can do in this activity

Selecting an employee to apply for private transport claim.

Applying for private transport claim.