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Trace: • Commodity Codes - DA1230 • Fall Finance TSDS Data - DA1200 • Freight Terms - DA1210 • Assign Travel Accounts - DA5100
utilities:assigntravelaccounts

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utilities:assigntravelaccounts [2021/06/22 19:59] – emorenoutilities:assigntravelaccounts [2024/07/15 19:28] (current) – emoreno
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 //**District Administration > Utilities > Assign Travel Accounts**// //**District Administration > Utilities > Assign Travel Accounts**//
  
-<WRAP round intro>This page is used to mass assign account codes by campus ID and department code (optional) for travel reimbursement requests. +<WRAP round intro>This page is used to mass assign account codes by primary campus, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal. 
  
 +After running this process, a user profile is created with the assigned account codes for each active person with the primary campus/dept on their Job Info record that matches the selection on this page.</WRAP>
  
-When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to which the travel reimbursement request will be charged.</WRAP>+When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to be charged for a travel reimbursement request.
  
 +<WRAP center round important>
 +**IMPORTANT**: If you are creating records for users by campus and department, you must select a campus, indicate the department, and click **Retrieve**. This must be done upon initial retrieval. Otherwise, select a campus and click **Retrieve**.
 +</WRAP>
  
 ====Modify a record:==== ====Modify a record:====
 +
 +
  
  
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 ^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/ ^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/
  
-<WRAP box>**Note**: If you are creating a record for a campus and department, you must select a campus and indicate the department upon initial retrieval. Otherwise, just select a campus and click **Retrieve**. +
-</WRAP>+
  
 VCV Click **Retrieve**. The campus/department record is displayed.  VCV Click **Retrieve**. The campus/department record is displayed. 
  
-VCV Click **+Add** to add a row. +VCV In the **CYR/NYR** field, click {{:images:dropdown.gif|Drop Down Arrow}} to indicate the year (Current or Next) to apply the changes.  
 + 
 +VCV Type an account code or mask (X) in each of the account code component fields. Click **+Add** to add rows as needed.  
 + 
 +VCV Click **Save** to save the record without executing the changes.  
 + 
 +VCV Click **Execute**. A preview report with a list of the account code changes is displayed. 
  
-VCV Type an account code or mask (X) in each of the account code component fields. +VCV Click **Process** to process the changes. A user profile is created for each active person with the selected primary campus/dept. The user is assigned the selected accounts for the primary campus/dept and the **Travel** checkbox is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.
  
-VCV Click **Save**.  
  
  
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 ^{{:images:trash_delete.gif|Trashcan Icon}} | {{page>general:delete_a_row}}|  /*Table row with text link*/  ^{{:images:trash_delete.gif|Trashcan Icon}} | {{page>general:delete_a_row}}|  /*Table row with text link*/ 
-^Delete|Click to delete the entire account code record for the select campus/department.|+^Delete|Click to delete the entire account code record for the selected campus/department.|
  
  
utilities/assigntravelaccounts.1624391989.txt.gz · Last modified: 2021/06/22 14:59 (external edit)

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