Travel Line Record: Summary - VPConnect - English - Foundation 22.1 - OnBase - external

VPConnect
Platform
OnBase
Product
VPConnect
Release
Foundation 22.1
License

Travel line records are added to an invoice to indicate travel expenses incurred by the supplier. You can enter travel information by employee for as many employees as appropriate for the time period that the invoice covers.

To enter a travel line record in summary form, the Detail Required | Travel check box in the invoice header must be unselected.

  1. Click Add Travel to start entering a travel record. The Invoice Travel Entry screen is displayed.
  2. Enter the Employee ID and Employee Name, or use the magnifying glass button next to Employee ID to locate an existing employee record.
  3. If applicable, to add a new employee to the database, click the Create New link next to Employee ID. Enter the Employee Name and click Save. For more information, see Adding Employee Information.
  4. Enter the PO Line number to apply this charge against, and click Validate. The system ensures that the PO Line and PO Line Type are valid for the selected transaction type and that there are funds remaining.
  5. The Item Code, Project Number, Org Number, and Project Name fields are populated automatically.
  6. Suppliers can add an optional Trip Number that they may use to track each trip taken by their employees.
  7. Enter the Trip Start Date and Trip End Date of the travel. The start and end dates reflect the period in which this trip occurred. These dates must be within the period of performance dates of the invoice header.
  8. Enter the Total Amount of the travel inclusive of all reimbursable expenses.
  9. If appropriate, select the 300% Flag. (This flag is a configurable option and is only displayed if it is configured to do so. To configure this flag, see System Configuration.)
  10. Enter the Trip Purpose. This is a short explanation of the travel.
  11. Click Save & Close to save the record and exit the screen, or click Save & New to save the record and start entering a new line record.