Travel Authorization

 >  >  >  >

The Travel Authorizations custom document search allows you to search for one or more Travel Authorization documents quickly and easily.

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

      If you are a traveler, you may search only for your own Travel Authorization and Travel Authorization Amend documents.

      If you are an arranger, you may search for your own Travel Authorization and Travel Authorization Amend documents and those of other travelers who have delegated arranger authority to you.

      If you are a travel manager, you may search for Travel Authorization and Travel Authorization Amend documents for any traveler.

      If you are a TEM Profile Administrator or an Organization Profile Arranger, you may search for Travel Authorization and Travel Authorization Amend documents for any traveler 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 travel authorizations.

Search fields specific to travel authorizations

Title

 

Description

Document Type

 

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

TEM Doc #

 

To find travel authorization documents for a particular trip, enter the TEM Doc #.

Trip Begin From

To find documents for trips that start on a particular date, enter the trip start date.

Trip Begin To

To find documents for trips that start on a particular date, enter the trip end date.

Trip From End

To find documents for trips that end on a particular date, enter the trip start date.

Trip From To

To find documents for trips that end on a particular date, enter the trip end date.

Primary Destination

 

To find document(s) for trips to a particular primary destination, enter the name of the destination.

Trip Type

To find documents for a particular type of trip (in-state, out-of-state, etc.), select the appropriate code from the list or use the lookup Description: _searchicon.gif to find it.

Traveler Type Code

To find documents for a particular type of traveler (employee or non-employee), click the button for the appropriate type.

First Name

To find documents for a particular traveler, enter the person’s first name.

Last Name

To find documents for a particular traveler, enter the person’s last name.

Primary Destination Country/State

To find document(s) for trips to a particular state or country, enter the state or country name.

Object Code

 

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

Chart Code

 

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

Organization Code

 

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

Account Number

To find documents for trips billed to a particular account, enter the account number 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 authorization-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 Travel Authorization document. To open the document click on the document ID linked in the Document Id column.

More:

Travel Reimbursement