Viewing the travel summary detail

Select the “View Travel Summary” activity under the “Travel Self Service” business component.

The “View Travel Summary” 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 you want to view the travel summary details. 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 “Search Criteria” group box:

Travel Request No.	The unique number identifying the travel request.
Search By	From the drop-down list box, select the search by option for which you want to view the travel summary details. The drop-down list box loaded with the values “Travel Request” and “Travel Settlement”. The system displays “Travel Request” by default on launch of the page.
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 Start Date From	The start date of the travel from which you want to view the travel summary details.
Travel Start Date To	The start date of the travel until which you want to view the travel summary details.
Travel End Date From	The end date of the travel from which you want to view the travel summary details.
Travel End Date To	The end date of the travel until which you want to view the travel summary details.
Travel Request Date From	The request date of the travel request from which you want to view the travel summary details.
Travel Request Date To	The request date of the travel request until which you want to view the travel summary 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”, “Cancelled”, “Draft”, “Pending for Cancellation”, “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 view the travel summary details.
Cost Center Code	The code identifying the cost center of travel request. Help facility available

If the “Search By” option is selected as “Travel Settlement”,

In addition, enter the following field details in the “Search Criteria” group box:

Settlement No. From	The settlement number from which you want to view the travel summary details.
Settlement No. To	The settlement number until which you want to view the travel summary details.
Settlement Date From	The settlement date from which you want to view the travel summary details.
Settlement Date To	The settlement date until which you want to view the travel summary 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.
Status	The status of travel.
Approved By	The name of the person who approved the travel expense.
Pending With	The name of the person from whom the authorization is pending.
Travel Type	The type of travel.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the travel.
Request Date	The date on which the travel request is made.
Reference No.	The reference number of the travel summary.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.

If the “Search By” option is selected as “Travel Settlement”,

In addition, the system displays the following in the “Search Results” multiline:

Settlement No.	The number identifying the settlement of travel expense.
Settlement Date	The date on which the travel expense settlement is made.
Settlement Amount	The settlement amount against the travel expense.

To proceed further, carry out the following

Select the “View Travel Request Details” link to view the travel request details.

If the “Search By” option is selected as “Travel Settlement”,

In addition, the system displays the following:

Print all Settlement Nos

Check the box to print all the settlement numbers of travel in the Travel Expenses Report.

To proceed further, carry out the following

Select the “View Travel Expenses Settlement Details” link to view the travel expense settlement details.
Select the “Print Settlement Report” to print the settlement reports.

When the login role is “Admin”, then

Enter the following field details in the header:

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 “Search Criteria” group box:

Travel Request No.	The unique number identifying the travel request.
Search By	From the drop-down list box, select the search by option for which you want to view the travel summary details. The drop-down list box loaded with the values “Travel Request” and “Travel Settlement”. The system displays “Travel Request” by default on launch of the page.
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 Start Date From	The start date of the travel from which you want to view the travel summary details.
Travel Start Date To	The start date of the travel until which you want to view the travel summary details.
Travel End Date From	The end date of the travel from which you want to view the travel summary details.
Travel End Date To	The end date of the travel until which you want to view the travel summary details.
Travel Request Date From	The request date of the travel request from which you want to view the travel summary details.
Travel Request Date To	The request date of the travel request until which you want to view the travel summary 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 view the travel summary 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 view the travel summary details.
Employee Name	The name of the employee by which you want to view the travel summary details.
Work Location Short Description	The short description of the work location by which you want to view the travel summary details.
Department	The short description of the department by which you want to view the travel summary details.
Position Title	The position title of the employee by which you want to view the travel summary details.
Job Title	The job title of the employee by which you want to view the travel summary details.
Grade Set Short Description	The short description of the grade set by which you want to view the travel summary details.
Grade Short Description	The short description of the grade by which you want to view the travel summary 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.
Status	The status of travel.
Approved By	The name of the person who approved the travel expense.
Pending With	The name of the person from whom the authorization is pending.
Employee Code	The code identifying the employee.
Employee Name	The name of the employee.
Travel Type	The type of travel.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the 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 Title	The job title of the employee.
Gradeset	The short description of the grade set.
Grade	The short description of the grade.
Reference No.	The reference number of the travel summary.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.

To proceed further, carry out the following

Select the “View Travel Request Details” link to view the travel request details.

If the “Search By” option is selected as “Travel Settlement”,

In addition, the system displays the following:

Print all Settlement Nos

Check the box to print all the settlement numbers of travel in the Travel Expenses Report.

To proceed further, carry out the following

Select the “View Travel Expenses Settlement Details” link to view the travel expense settlement details.
Select the “Print Settlement Report” to print the settlement reports.

When the login role is “Finance”, then

Enter the following field details in the header:

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 “Search Criteria” group box:

Travel Request No.	The unique number identifying the travel request.
Search By	From the drop-down list box, select the search by option for which you want to view the travel summary details. The drop-down list box loaded with the values “Travel Request” and “Travel Settlement”. The system displays “Travel Request” by default on launch of the page.
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 Start Date From	The start date of the travel from which you want to view the travel summary details.
Travel Start Date To	The start date of the travel until which you want to view the travel summary details.
Travel End Date From	The end date of the travel from which you want to view the travel summary details.
Travel End Date To	The end date of the travel until which you want to view the travel summary details.
Travel Request Date From	The start date of the travel request from which you want to view the travel summary details.
Travel Request Date To	The start date of the travel request until which you want to view the travel summary 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”. The system displays “Blank” by default on launch of the page.
Reference No.	The reference number of the travel by which you want to view the travel summary 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 view the travel summary details.
Employee Name	The name of the employee by which you want to view the travel summary details.
Work Location Short Description	The short description of the work location by which you want to view the travel summary details.
Department	The short description of the department by which you want to view the travel summary details.
Position Title	The position title of the employee by which you want to view the travel summary details.
Job Title	The job title of the employee by which you want to view the travel summary details.
Grade Set Short Description	The short description of the grade set by which you want to view the travel summary details.
Grade Short Description	The short description of the grade by which you want to view the travel summary details.

If the “Search By” option is selected as “Travel Settlement”,

In addition, enter the following field details in the “Search Criteria” group box:

Settlement No. From	The settlement number from which you want to view the travel summary details.
Settlement No. To	The settlement number until which you want to view the travel summary details.
Settlement Date From	The settlement date from which you want to view the travel summary details.
Settlement Date To	The settlement date until which you want to view the travel summary 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.
Status	The status of travel.
Approved By	The name of the person who approved the travel expense.
Pending With	The name of the person from whom the authorization is pending.
Employee Code	The code identifying the employee.
Employee Name	The name of the employee.
Travel Type	The type of travel.
Travel Start Date	The start date of the travel.
Travel End Date	The end date of the 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 Title	The job title of the employee.
Gradeset	The short description of the grade set.
Grade	The short description of the grade.
Reference No.	The reference number of the travel summary.
Cost Center Code	The code identifying the cost center.
Travel Purpose	The purpose of travel.

If the “Search By” option is selected as “Travel Settlement”,

In addition, the system displays the following in the “Search Results” multiline:

Settlement No.	The number identifying the settlement of travel expense.
Settlement Date	The date on which the travel expense settlement is made.
Settlement Amount	The settlement amount against the travel expense.

To proceed further, carry out the following

Select the “View Travel Request Details” link to view the travel request details.

If the “Search By” option is selected as “Travel Settlement”,

The system displays the following:

Print all Settlement Nos

Check the box to print all the settlement numbers of travel in the Travel Expense Report.

To proceed further, carry out the following

Select the “View Travel Expenses Settlement Details” link to view the travel expense settlement details.
Select the “Print Settlement Report” to print the settlement reports.