Moving and Relocation
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The Moving and Relocation Reimbursement custom document search allows you to search for one or more Moving and Relocation 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 Moving and Relocation Reimbursement documents.
• If you are an arranger, you may search for your own Moving and Relocation Reimbursement documents and those of other payees who have delegated arranger authority to you.
• If you are an Moving and Relocation Manager, you may search for Moving and Relocation Reimbursement documents for any payee.
• If you are a TEM Profile Administrator or Organization Profile Arranger, you may search for Moving and Relocation documents for any payee within your organization hierarchy.
Some of the fields on this screen are common to all custom document search screens.
For information about common
fields, see Performing Custom
Document Searches.
The screen also contains many fields specific to Moving and Relocation documents.
Search fields specific to Moving and Relocation documents
|
Title |
Description |
|
Document Type |
The system automatically enters RELO in this field to indicate that it is searching for Moving and Relocation documents. To retrieve this type of document and no other types, leave this entry as is. |
|
|
To find moving and relocation documents related to a particular moving and relocation event, enter the TEM Doc #. |
|
Payee Name |
To find documents in which a particular person is requesting reimbursement, enter the person’s name. |
|
Reason Code |
To find documents in which a particular move/relocation reason code has been specified, enter the code, select it from the list or use the lookup to find it. |
|
Moving Begin From |
To find documents for moves or relocation trips that
start on a particular date, enter the start date or use the calendar |
|
Moving Begin To |
To find for documents for moves or relocation trips
that start on a particular date, enter the end date or use the calendar |
|
Moving End From |
To find documents for moves or relocation trips that
end on a particular date, enter the start date or use the calendar |
|
Moving End To |
To find for documents for moves or relocation trips
that end on a particular date, enter the end date or use the calendar |
|
Title Code |
To find for documents in which a particular job title code has been specified, enter the code. |
|
|
To find documents for moves or relocation trips billed
to a particular chart, enter the chart code, select it from the list or
use the lookup |
|
Organization Code |
To find documents for moves or relocation trips billed
to a particular organization code, enter the org code or use the lookup
|
|
Account Number |
To find documents for moves or relocation trips billed
to a particular account, enter the account number or use the lookup |
|
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 |
|
Total Amount |
To find documents for a specific total expense amount, enter the amount. |
to find it.
to find it.You may use any or all of the common fields and
moving-and-relocation-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 Moving and Relocation Reimbursement document. To open the document click on the document ID linked in the Document Id column.
Summaries and Forms Available from the
Reports Tab