Adding an Purpose (ER)

You can use the Purpose (ER) (alco_purpose) table to specify a value for displaying the lists of purposes on the General or Overview tab of the Expense Reports.

  1. Click the Data tab.
  2. Select Purpose (ER) and click Show Tab. The Purpose (ER) screen is displayed.
  3. Click New. The Search for Purpose (ER) / New Purpose (ER) screen is displayed.
  4. Specify this information in the Primary Information panel:
    The name of the expense report document-level purpose.
    The status of the expense report purpose. The status can be Active or Inactive.
    External Key
    A unique external ID of the expense report purpose, if required.
  5. Click Add in the Membership section, if required, and add the data groups.
  6. Click Save to add an Purpose (ER) and save the data.