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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 [2021/06/28 20:39] – 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, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal. After running this process, a user profile is created for each active person with the selected primary campus/dept. </WRAP>+<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.  
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 +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> 
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 +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, only 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. 
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 VCV Click **Save** to save the record without executing the changes.  VCV Click **Save** to save the record without executing the changes. 
  
-VCV Click **Execute** to execute the process. 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** check box is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.+VCV Click **Execute**. A preview report with a list of the account code changes is displayed.  
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 +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.
  
  
utilities/assigntravelaccounts.1624912747.txt.gz · Last modified: 2021/06/28 15:39 (external edit)

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