Entertainment Reimbursement

 >  >  >  >

The Entertainment Reimbursement custom document search allows you to search for one or more Entertainment Reimbursement documents quickly and easily.

The records you are permitted to retrieve depend on your role. Specifically:

      If you are a payee, you may search only for your own Entertainment Reimbursement documents.

      If you are an arranger, you may search for your own Entertainment Reimbursement documents and those of other payees who have delegated arranger authority to you.

      If you are an Entertainment Manager, you may search for Entertainment Reimbursement documents for any payee.

      If you are a TEM Profile Administrator or Organization Profile Arranger, you may search for Entertainment documents for any payee within your organization hierarchy.

Some of the fields on this screen are common to all custom document search screens.

Description: go-arrow-red.gif   For information about common fields, see Performing Custom Document Searches.

The screen also contains many fields specific to Entertainment documents.

Search fields specific to Entertainment documents

Title

 

Description

Document Type

 

The system automatically enters ENT in this field to indicate that it is searching for Entertainment documents. To retrieve only this type of document and no other types, leave this entry as is.

TEM Doc #

 

To find entertainment documents related to a particular entertainment event, enter the TEM Doc # number.

Event Begin From

To find documents for events that began or will begin within a particular date range, enter the earliest date in the range or use the calendar  to find it.

Event Begin To

To find documents for events that began or will begin within a particular date range, enter the latest date in the range.

Payee Name

To find documents for events by a particular payee, enter the payee’s name.

Event Title

To find documents pertaining to a particular entertainment event, enter the event title.

Partner/Spouse Expense Included

To find document(s) that include partner or spouse expenses, click Yes. To find documents that do not include these expenses, click No. Otherwise, leave Both selected.

City Name

To find document(s) for events in a particular city, enter the city name.

State Code

To find document(s) for events I n a particular state, select the state code from the list.

Country Code

To find document(s) for events in a particular country, select the country code from the list.

Zip Code

To find document(s) for events in a particular zip code, enter the zip code.

Chart Code

 

To find documents for events billed to a particular chart, enter the chart code, select it from the list or use the lookup Description: _searchicon.gif to find it.

Account Number

To find documents for events billed to a particular account, enter the account number or use the lookup Description: _searchicon.gif to find it.

Organization Code

 

To find documents for events billed to a particular organization, enter the org code or use the lookup Description: _searchicon.gif to find it.

Ledger Document Type

 

To find documents for the document type that is assigned based on payment method, enter the document type code or use the lookup Description: _searchicon.gif to find it.

Total Amount

To find documents for a specific total expense amount, enter the amount.

You may use any or all of the common fields and entertainment reimbursement specific fields to limit your search. After you enter search criteria and click , the system displays a table listing all records that match the criteria specified.

Each row contains information for a different Entertainment Reimbursement document. To open the document click on the document ID linked in the Document Id column.

More:

Summaries and Forms Available from the Reports Tab