Supply Chain › Travel & Expense
Travel Requests
What was approved before the trip. An expense type that needs pre-approval has nowhere to hide without one.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Travel & Expense
- Screen: Travel Requests
Address in the console: /scm/travel-requests
List · 13 columns · 22 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Request | Code | request_no |
| Traveller | Text | employee_name |
| Purpose | Text | purpose |
| Destination | Text | destination |
| Departs | Date | depart_on |
| Returns | Date | return_on |
| Estimate | Amount | estimated_cost |
| Advance | Amount | advance_requested |
| Advanced | Amount | advance_paid |
| Recovered | Amount | advance_recovered |
| Cost center | Code | cost_center_code |
| Billable | Yes or no | is_billable |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Traveller | Choice | Looked up from existing records | |
| Purpose required | Text | ||
| Destination | Text | ||
| Country | Text | ||
| Departs | Date | ||
| Returns | Date | ||
| Trip type | Choice | Configuration list | |
| City | Text | ||
| Days | Number | ||
| Currency | Text | ||
| Estimated cost | Number | ||
| of which airfare | Number | ||
| of which hotel | Number | ||
| of which other | Number | ||
| Advance requested | Number | An advance is a receivable from the traveller until a claim recovers it. Accounting pays it and records the recovery. | |
| Cost center | Choice | Looked up from existing records | |
| Project reference | Text | ||
| Project | Choice | Looked up from existing records | |
| Work package | Choice | Looked up from existing records | |
| Client | Choice | Looked up from existing records | |
| Billable to the client | Yes or no | ||
| Notes | Long text |
What you can do here
Check policy
Before the trip
Asks for: Cabin class intended
Pay the advance
Pay the advance
Asks for: Amount
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.