Selecting Travel Request for Expense Settlement / Approval

Select the “Travel Expense Settlement / Approval” activity under the “Travel Self Service” business component.

The “Select Travel Request For Expense Settlement / Approval” page appears.

When the login role is “Employee”, then

Enter the following field details in the header:

Employment Unit

From the drop-down list box, select the employment unit for which travel booking details must be recorded. The drop-down list box loaded with the values based on self interaction of employment unit.

The system displays the following in the header:

Date Format	The date format that is applicable to the login user.
Login Employee Code	The employee code of the login user.
Login Employee Name	The name of the login user.

Enter the following field details in the “Direct Entry” group box:

Travel Request No.

The unique number identifying the travel request.

Help facility available

Click the “Travel Expense Settlement / Approval” link to record the travel expense settlement or approval details.
Click the “Adhoc Travel Expense Settlement / Approval” link to record the travel expense settlement or approval details.
Enter the following field details in the “Search Criteria” group box:

Travel Type	From the drop-down list box, select the type of travel. The combo is loaded with the values “ALL”, “Domestic”, “Foreign” and “Local”. The system displays “ALL” by default on launch of the page.
Travel Request No.	The unique number identifying the travel request for which you want to record the travel settlement/approval details.
Travel Start Date From	The start date of the travel from which you want to record the travel settlement/approval details.
Travel Start Date To	The start date of the travel until which you want to record the travel settlement/approval details.
Travel End Date From	The end date of the travel from which you want to record the travel settlement/approval details.
Travel End Date To	The end date of the travel until which you want to record the travel settlement/approval details.
Travel Request Date From	The request date of the travel from which you want to record the travel settlement/approval details.
Travel Request Date To	The request date of the travel until which you want to record the travel settlement/approval details.
Settlement No. From	The settlement number from which you want to record the travel settlement/approval details.
Settlement No. To	The settlement number until which you want to record the travel settlement/approval details.
Settlement Date From	The settlement date from which you want to record the travel settlement/approval details.
Settlement Date To	The settlement date until which you want to record the travel settlement/approval details.
Travel Purpose	From the drop-down list box, select the purpose of travel. The combo is loaded with the values “Blank”, “Client Meeting” and “Project Execution”. The system displays “Blank” by default on launch of the page.
Status	From the drop-down list box, select the status of travel. The combo is loaded with the values “Blank”, “Finance Approved”, “Authorized”, “Draft”, “Pending for Authorization”, “Pending for Settlement” and “Rejected”. The system displays “Blank” by default on launch of the page.
Reference No.	The reference number of the travel by which you want to record the travel settlement/approval details.
Cost Center Code	The code identifying the cost center of travel request. Help facility available

Click the “Search” pushbutton to retrieve the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Travel Request No.	The unique number identifying the travel request.
Employment Unit	The employment unit of the organization.
Status	The status of travel.
Settlement No.	The number identifying the settlement of travel expense.
Settlement Date	The date on which the travel expense settlement is made.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the travel.
Travel Request Date	The date on which the travel request is made.
Travel Type	The type of travel.
Reference No.	The reference number of the travel expense settlement.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.

When the login role is “Supervisor or Admin”, then

Enter the following field details in the header:

Employment Unit

From the drop-down list box, select the employment unit for which travel booking details must be recorded. The drop-down list box loaded with the values based on self interaction of employment unit.

The system displays the following in the header:

Date Format	The date format that is applicable to the login user.
Login Employee Code	The employee code of the login user.
Login Employee Name	The name of the login user.

Enter the following field details in the “Direct Entry” group box:

Travel Request No.

The unique number identifying the travel request.

Help facility available

Click the “Travel Expense Settlement / Approval” link to record the travel expense settlement or approval details. Or
Select the “Adhoc Travel Expense Settlement / Approval” link in the “Select Travel Request For Expense Settlement / Approval” page. This link is applicable only for employee / administrator. If any other role users try to access this link, error is appropriately thrown.

On click of Adhoc Travel Expense Settlement link, the Travel Expenses Settlement page would be launched. This activity would be enabled either for employee or for Administrator.

Enter the following field details in the “Search Criteria” group box:

Travel Type	From the drop-down list box, select the type of travel. The combo is loaded with the values “ALL”, “Domestic”, “Foreign” and “Local”. The system displays “ALL” by default on launch of the page.
Travel Request No.	The unique number identifying the travel request for which you want to record the travel settlement/approval details.
Travel Start Date From	The start date of the travel from which you want to record the travel settlement/approval details.
Travel Start Date To	The start date of the travel until which you want to record the travel settlement/approval details.
Travel End Date From	The end date of the travel from which you want to record the travel settlement/approval details.
Travel End Date To	The end date of the travel until which you want to record the travel settlement/approval details.
Travel Request Date From	The request date of the travel from which you want to record the travel settlement/approval details.
Travel Request Date To	The request date of the travel until which you want to record the travel settlement/approval details.
Settlement No. From	The settlement number from which you want to record the travel settlement/approval details.
Settlement No. To	The settlement number until which you want to record the travel settlement/approval details.
Settlement Date From	The settlement date from which you want to record the travel settlement/approval details.
Settlement Date To	The settlement date until which you want to record the travel settlement/approval details.
Travel Purpose	From the drop-down list box, select the purpose of travel. The combo is loaded with the values “Blank”, “Client Meeting” and “Project Execution”. The system displays “Blank” by default on launch of the page.
Status	From the drop-down list box, select the status of travel. The combo is loaded with the values “Blank”, “Finance Approved”, “Authorized”, “Pending for Authorization”, “Pending for Settlement” and “Rejected”. The system displays “Blank” by default on launch of the page.
Reference No.	The reference number of the travel by which you want to record the travel settlement/approval details.
Cost Center Code	The code identifying the cost center of travel request. Help facility available
Employee Code	The code identifying the employee by which you want to record the travel settlement/approval details.
Employee Name	The name of the employee by which you want to record the travel settlement/approval details.
Work Location Short Description	The short description of the work location by which you want to record the travel settlement/approval details.
Department Short Description	The short description of the department by which you want to record the travel settlement/approval details.
Position Title	The position title of the employee by which you want to record the travel settlement/approval details.
Job Title	The job title of the employee by which you want to record the travel settlement/approval details.
Grade Set Short Description	The short description of the grade set by which you want to record the travel settlement/approval details.
Grade Short Description	The short description of the grade by which you want to record the travel settlement/approval details.

Click the “Search” pushbutton to retrieve the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Travel Request No.	The unique number identifying the travel request.
Employment Unit	The employment unit of the organization.
Employee Code	The code identifying the employee.
Employee Name	The name of the employee.
Status	The status of travel.
Settlement No.	The number identifying the settlement of travel expense.
Settlement Date	The date on which the travel expense settlement is made.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the travel.
Travel Request Date	The date on which the travel request is made.
Work Location	The short description of the work location.
Department	The short description of the department.
Position	The position title of the employee.
Job	The job title of the employee.
Grade Set	The short description of the grade set.
Grade	The short description of the grade.
Travel Type	The type of travel.
Reference No.	The reference number of the travel expense settlement.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.

When the login role is “Finance”, then

Enter the following field details in the header:

Employment Unit

From the drop-down list box, select the employment unit for which travel booking details must be recorded. The drop-down list box loaded with the values based on self interaction of employment unit.

The system displays the following in the header:

Date Format	The date format that is applicable to the login user.
Login Employee Code	The employee code of the login user.
Login Employee Name	The name of the login user.

Enter the following field details in the “Direct Entry” group box:

Travel Request No.

The unique number identifying the travel request.

Help facility available

Click the “Travel Expense Settlement / Approval” link to record the travel expense settlement or approval details. Or
Select the “Adhoc Travel Expense Settlement / Approval” link in the “Select Travel Request For Expense Settlement / Approval” page.
Enter the following field details in the “Search Criteria” group box:

Travel Type	From the drop-down list box, select the type of travel. The combo is loaded with the values “ALL”, “Domestic”, “Foreign” and “Local”. The system displays “ALL” by default on launch of the page.
Travel Request No.	The unique number identifying the travel request for which you want to record the travel settlement/approval details.
Travel Start Date From	The start date of the travel from which you want to record the travel settlement/approval details.
Travel Start Date To	The start date of the travel until which you want to record the travel settlement/approval details.
Travel End Date From	The end date of the travel from which you want to record the travel settlement/approval details.
Travel End Date To	The end date of the travel until which you want to record the travel settlement/approval details.
Settlement No. From	The settlement number from which you want to record the travel settlement/approval details.
Settlement No. To	The settlement number until which you want to record the travel settlement/approval details.
Settlement Date From	The settlement date from which you want to record the travel settlement/approval details.
Settlement Date To	The settlement date until which you want to record the travel settlement/approval details.
Travel Purpose	From the drop-down list box, select the purpose of travel. The combo is loaded with the values “Blank”, “Client Meeting” and “Project Execution”. The system displays “Blank” by default on launch of the page.
Status	From the drop-down list box, select the status of travel. The combo is loaded with the values “Blank”, “Finance Approved” and “Authorized”. The system displays “Blank” by default on launch of the page.
Reference No.	The reference number of the travel by which you want to record the travel settlement/approval details.
Cost Center Code	The code identifying the cost center of travel request. Help facility available
Employee Code	The code identifying the employee by which you want to record the travel settlement/approval details.
Employee Name	The name of the employee by which you want to record the travel settlement/approval details.
Work Location Short Description	The short description of the work location by which you want to record the travel settlement/approval details.
Department Short Description	The short description of the department by which you want to record the travel settlement/approval details.
Position Title	The position title of the employee by which you want to record the travel settlement/approval details.
Job Title	The job title of the employee by which you want to record the travel settlement/approval details.
Grade Set Short Description	The short description of the grade set by which you want to record the travel settlement/approval details.
Grade Short Description	The short description of the grade by which you want to record the travel settlement/approval details.

Click the “Search” pushbutton to retrieve the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Travel Request No.	The unique number identifying the travel request.
Employment Unit	The employment unit of the organization.
Employee Code	The code identifying the employee.
Employee Name	The name of the employee.
Status	The status of travel.
Settlement No.	The number identifying the settlement of travel expense.
Settlement Date	The date on which the travel expense settlement is made.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the travel.
Travel Request Date	The date on which the travel request is made.
Work Location	The short description of the work location.
Department	The short description of the department.
Position	The position title of the employee.
Job	The job title of the employee.
Grade Set	The short description of the grade set.
Grade	The short description of the grade.
Travel Type	The type of travel.
Reference No.	The reference number of the travel expense settlement.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.