Travel Plan Required Based on Expense Type template
Use this template to create a business rule that requires a user to attach a travel plan to an expense report for a specified expense types.
Parameters
This template has this parameter:
- Expense Type
- Specify whether to include all expense types that require a travel plan attachment.
Example
This example shows the possible values for this business rule.
Travel plan required by expense type fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Expense Type Requires a Travel Plan Attachment Policy |
| Severity | Explanation |
| Notification | Both |
| Fire on Itemization | Left blank |
| Fire Scope | Every time |
| Offline and Online Firing Options | Fire Offline and Online |
| Status | Active |
| Fire On | Submit ER |
Travel plan required by expense type strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | Require a travel plan attachment for certain expense types. |
| Interactive Message | You must attach a travel plan for the expense type <expense type>. |
| Policy | Employees must attach a travel plan for these expense types: Airfare, Car Rental, Hotel. |
| Report Message | Travel plan required for expense type. |
Travel plan required by expense type parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Expense Type | Airfare, Car Rental, Hotel |
Travel plan required by expense type applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| International Motors Company | Organization |