Edit Private Transport Claim – A summary of the activity

This activity is used to edit the private transport claim for an employee.  To edit a private transport claim, you must first select the claim that you want to modify in the “Select Private Transport Claim to Edit” page. Select a private transport claim either by entering the claim ID directly or using the search criteria, if you do not know the claim ID.  You can then modify any of the travel details of the employee, such as the time of travel, total distance travelled, reason for travel, parking fee, ERP charges, location of ERP Gantry, and claim amount, in the “Edit Private Transport Claim” page.

Modifying the claim details:  You can modify the details for a private transport claim only if the status of the claim is “Pending for Authorization” or “Drafted”.  After modifying a particular claim, you must save the details and once again submit the claim for authorization.  You can also delete a particular claim, if you want.

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 a private transport claim to edit.

Editing a private transport claim.