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finance:tables:travel:locations
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Locations - FIN2855

Finance > Tables > Travel > Locations

This tab is used to maintain a list of predefined travel locations to be used for employee travel reimbursement requests. These locations can be used on the Finance > Tables > Travel > Distances tab to define distance records for potential to/from travel locations.

If the Location Locking feature is enabled on the Finance > Tables > District Finance Options 2 page, the Mileage (Start, Stop, and Map) fields, Point of Origin, and Destination fields are disabled on EmployeePortal travel requests and employees will need to use the Locations link to select from the predefined list of locations/distance records. The Location Locking feature is not available for extended mileage travel requests.

This is an optional method for maintaining a list of locations.

Retrieve a record:

Field Description
Start Location IDType the starting location ID from which you want to retrieve.
Location NameType the starting location name from which you want to retrieve.

❏ Click Retrieve. A list of location IDs or names equal to and greater than the entered data is displayed.

Add a record:

❏ Click +Add to add a row.

Location IDType a unique user-defined location ID. This field can be a maximum of twenty alphanumeric characters. This is a required field.
Location NameType a user-defined location name. This field can be a maximum of thirty-five alphanumeric characters. This is a required field.
AddressType the street number and name for the location. This field can be a maximum of 35 characters.
CityType the city name for the location. This field can be a maximum of 30 characters.
StClick Drop-down Arrow to select the state for the location.
ZipType the five-digit zip code for the location.
Zip 4Type the additional four digits of the zip code.

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
PrintClick to print the list of travel locations. Review the report.
finance/tables/travel/locations.txt · Last modified: 2021/09/20 19:02 by emoreno

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