Maintaining standard travel information

 

A summary of the activity

      Select the “Maintain Std. Travel Info” activity under the “Sale Contract - Services” business component.

The “Maintain Std. Travel Info” page appears.

 Enter the following fields in the “Search Criteria” group box:

 From & To Locations

Use the drop-down list box to select the code identifying the starting point and ending point (destination) of the travel location. The system lists all the active travel locations from ‘Quick Code’ activity under the ‘Maintenance Task’ business component.

Select a value in this field alone if you wish to retrieve all information with the selected ‘From Location’.

 

In the adjacent combo, use the drop-down list box to specify the location upto which the travel is made.

Enter the To Location alone in the search criteria to retrieve all information with the selected ‘To Location’.

 Eff. From / To Date

Use the drop-down list box to select the from date starting for which you wish to retrieve standard travel information details.

The dates for which ‘Standard Travel Information’ needs to be fetched can be mentioned here       

 

In the adjacent combo, use the drop-down list box to select the date up to which you wish to retrieve standard travel information in the multiline.

   Select the “Get” pushbutton to retrieve all standard travel information for the given effective date period in the multiline.

       Enter the following fields in the “Standard Travel Information” multiline:

 Entity

Use the drop-down list box to select the entity to which the travel expense belongs. Data selection in this field is mandatory. The system retrieves all the entities which are listed in category codes against the Category Type, ‘Travel Entity’ in the ‘Maintain Category Codes’ activity under the ‘Category’ business component will be listed here.

 From Location

Use the drop-down list box to specify the location from which the travel began. Data selection in this field is mandatory. The system lists all active travel locations from ‘Quick Codes’ activity under the ‘Maintenance Task’ business component.

The system displays the following field in the ‘Standard Travel Information’ multiline

 From Location Name

The name of the From location selected

 

 Enter the following fields in the “Standard Travel Information” group box:

 

 To Location

Use the drop-down list box to select the location up to which the travel is made. Data selection in this field is mandatory The system lists all the active travel locations from the ‘Quick Codes’ activity under ‘Maintenance Task’ business component.

The system lists all active travel locations from Quick Codes activity under Maintenance Task business component

The system displays the following details in the ‘Standard Travel Information’ multiline:

 To Location Name

The name of the .To location selected.

 

 Enter the following fields in the “Standard Travel Information” group box:

 

 Value

The quantity or rate of the entity based on which the travel charges will be billed to the customer. Mandatory.

 UOM

The unit of measurement for the value specified. Mandatory.

 Currency

The currency in which the value is specified for billing the travel charges. Data entry in this field is mandatory if ‘Flat Rate’ is specified as the UOM for that particular line item.

 Appl. For Return?

Check this check box to indicate if the toll rate/miles are to be billed for return journey also,

 Eff. From Date

The starting date from which the travel information is effective. Mandatory.

 Eff. To Date

The ending date up to which the travel information is effective.

Ensure that the date entered in this field is a date later than that specified in the Eff. From Date.

 Remarks

Any textual comments pertaining to the travel information.

 Notes

Any brief description pertaining to the respective entity.

   

 Click the “Save” pushbutton to save the details.