Creating a reimbursement calendar

Date Format

The date format applicable to the login user.

Reimbursement Setup Unit

Select the organization unit in which you must create a reimbursement calendar.

To create a calendar

Calendar Code	A unique code to identify a reimbursement calendar
Calendar Short Description	A short description of a calendar
Calendar Long Description	A long description of a calendar
Effective From	The date from which the reimbursement calendar will be in effect
Effective To	The date until which the reimbursement calendar will be in effect

To deactivate the calendar

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

To map reimbursement groups

Selecting the “Get Groups” pushbutton
The “Group Details“ multiline displays all the reimbursement groups defined for the organization unit. The details are as follows

Group Code	The system defined code that identifies each reimbursement group.
Group Description	The description of the reimbursement group

Map	Select “Yes” from the drop-down list box, to indicate that the reimbursement group must be mapped to the calendar being created. Otherwise, select “No”.
Prefix for Claim ID	The prefix for every claim ID that will be generated, after a claim is entered for a reimbursement item under this reimbursement group.
	This prefix will be applicable for the calendar year.
Suffix for Claim ID	The suffix for every claim ID that will be generated, after a claim is entered for a reimbursement item under this reimbursement group.
	This suffix will be applicable for the calendar year.

To map reimbursement items

Selecting the “Get Items” pushbutton
The “Map Item to Calendar“ multiline displays all the reimbursement items defined for the organization unit. The details are as follows

Item Code	The unique code referring to a reimbursement item
Item Description	The short description of the Reimbursement

Map	Select “Yes” to indicate that the reimbursement item must be mapped to the calendar being created
Prefix for Claim ID	The prefix for every claim ID that will be generated, after a claim is entered for this reimbursement item.
	This prefix will be applicable for the calendar year.
Suffix for Claim ID	The suffix for every claim ID that will be generated, after a claim is entered for this reimbursement item
	This suffix will be applicable for the calendar year.

To reuse the settings of a previous calendar

From the “Default with Previous Calendar” drop-down list box, choose the name of any previous reimbursement calendar whose settings you want to reuse. Setting refers to the specific reimbursement groups and items that were mapped to the previous calendar
Select the “Get Items” pushbutton
The multiline will display the names of all the reimbursement groups and items mapped to the previous calendar you specified
To edit these settings, choose “Yes” or “No” in the “Map” drop-down list box of each reimbursement item or group in the multiline
Edit the prefix and suffix for each reimbursement item or group, if required.
Enter the “Effective To” and “Effective From” dates, to indicate the period for which the reimbursement calendar will be applicable
Select the Create pushbutton to save the details.

To enter comments

Enter any remark pertain to the reimbursement item, in the “Comments” field.
To enter extensive comments, 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 “Create Reimbursement Calendar” page appears.
Select the Save pushbutton, to save the reimbursement calendar details

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Page objective

Use this page to identify a new calendar by a unique code and description. Map the reimbursement group to the calendar being created.

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