Travel and Expense Landing (TRVLLP – FTRVLLP)

These landing pages are available to assist travelers not familiar with Advantage because of limited interaction with only travel and possibly timesheets. The page serves as both an inquiry page and a means to create transactions in the wizard format for authorizations and expense reports. The page also allows proxy users access to those travelers managed.

The Travel and Expense landing pages are initially filtered based on the User ID of the logged in user. However, in a Financial only site, if a traveler has a proxy, then that proxy can see the traveler’s information. For a Dual site, an employee’s manager can see the traveler’s information. If a user has access to view information for other travelers, then the Change User icon icon should be selected, which allows selection of another traveler.

Upcoming TripsUpcoming Trips

All upcoming trips for the selected traveler are listed (that is, authorizations for which the trip’s start is today or a future date). Actions of View, Edit, and Copy are available to interact with items in the listing.

Travel AuthorizationsTravel Authorizations

All authorizations for the selected traveler are listed. Actions of View, Edit, and Copy are available to interact with items in the listing along with options to create a new authorization from scratch and to create an expense report from an authorization.

An alternative approach to creating Travel Authorizations from a Template can be enabled through the TRAVEL_TMPLT_ENABLED parameter on the Application Parameter (APPCTRL) page. If this Parameter is set to True, a new action is displayed on Travel Wizards, Create Transaction from Template. Once Travel Authorization Templates are created on the Transaction Catalog, this action displays a list of available templates for the Traveler. When a template is selected to be copied into the Wizard, information specific to the current traveler is populated into the transaction, as well as the additional values specified within the template.

Expense ReportsExpense Reports

All expense reports are listed for the selected traveler. Actions of View, Edit, and Copy are available to interact with items in the listing along with an option to create a new expense report from scratch.

An alternative approach to creating Travel Expense Reports from a Template can be enabled through the TRAVEL_TMPLT_ENABLED parameter on the Application Parameter (APPCTRL) page. If this Parameter is set to True, a new action is displayed on Travel Wizards, Create Transaction from Template. Once Travel Expense Report Templates are created on the Transaction Catalog, this action displays a list of available templates for the Traveler. When a template is selected to be copied into the wizard, information specific to the current traveler is populated into the transaction, as well as the additional values specified within the template.

Pending PaymentsPending Payments

Any pending payments to a traveler for an advance or expense report are listed for the selected traveler.