Adding a travel type

You can add a travel type.

  1. Select the Manage > Corporate Data.
  2. Select Travel Type in the Data Type field.
  3. Click New.
  4. Specify this information in the Primary Information panel:
    The name for the travel type.
    Travel Category
    The category of travel.
    Expense Type
    The type of expense.
    The status of the travel type. The status can be Active or Inactive.
  5. Specify an external key, if required. See, Creating an external key.
  6. Specify this information in the Additional Information panel:
    Daily Rate
    If this check box is selected, the daily rate is applicable.
    Includes Last day
    If this check box is selected, the last day of your travel is included in the travel type.
    If this checkbox is selected, the travel type is taxable.
    The specific instructions for the travel type.
  7. Specify the Per Diem name, subtype, the default amount of the Per Diem, and the applicable currency in the Per Diem panel, if required.
  8. Click Add in the Group Membership section, if required. See, Adding or removing data groups from a corporate date type.
  9. Specify a unique external ID for the group, if required. External keys are automatically imported into the database if the company uses the Infor Expense Management Import tool to populate the Infor Expense Management database.
  10. Specify the service class details in the Field Population tab.
  11. Click Add to add a new service class.
  12. Click Save to save the data.